Northwich, England
Up to £21000 per annum
16 Feb 2021
08 Mar 2021
JN -012021-2002600
Abigail Higginbotham
Job Type
HR Administrator
Contract Type
Full Time

You will be in responsible for the undertake of all elements of transfer processing which involves transfers of Stocks and Shares ISAs, Cash ISAs, certificated stock transfers and non-ISA portfolio transfers (both in and out) on both a cash and/or an in-specie basis.

Client Details

As the Administrator you will be working alongside the transfers team for a well established business based in Northwich.


  • To undertake all administrative processes surrounding transfers both onto and from the platform (PULSE) across all product and portfolio types. This is across both the advised and self-directed arms of the business.

  • To develop and maintain close relationships with the London (Close) Operational teams to ensure smooth processing of all transfers.

  • To undertake direct liaison with 3rd parties both in terms of documentation forwarding and query/issue resolution.

  • To check all transfer documents are completed properly and meet internal and regulatory requirements.

  • To check/process all business accurately and on a timely basis and to ensure that all targets and internal service levels are met.

  • To liaise closely with other internal departments, to ensure all business processes run smoothly and effectively.

  • To perform a variety of other administrative tasks falling under the remit of the Transfers Team.

  • To assist in collating departmental statistics on a daily and monthly basis, where appropriate.

  • To assist with maintaining an up-to-date Procedures Manual.

  • To inform Line Manager of areas of concern and issues that may arise.

  • To participate in the Appraisal and Development Scheme.

  • Demonstrate the Firm's Business Principles (Client, Excellence, People & Integrity).


  • Keen attention to detail (system and non-system).

  • Ability to work quickly and accurately within very tight deadlines.

  • Good team player with the ability to work on own initiative.

  • Flexibility and availability to work overtime during peak workload periods.

  • Good communication skills (written and verbal).

  • Previous Financial Services experience, specifically in a Wealth Management business, would be a great advantage, as would experience in working with investment products and platform's.'

  • Previous experience in dealing with transfers, particularly in relation to Stocks and Shares ISA and non-ISA portfolio, would be a great advantage.

  • Previous data entry and paperwork checking experience desirable.

Job Offer

A Salary of £21,000

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