Job Purpose: To efficiently manage the transfer of GIAs, ISAs, Pensions, and Trusts to new providers and internal accounts.
Main Areas of Responsibility:
* Process the transfer of client portfolios (GIAs, ISAs, Pensions, and Trusts) to new providers via paper-based instructions and the Altus Transfer Gateway/Equisoft.
* Instruct and follow up on Unit Trust, CREST, and overseas transfers to ensure timely settlement.
* Manage cash payment instructions.
* Communicate with new providers and internal parties (Investment Managers, Assistants, and other departments) via email and telephone.
* Monitor the progress of each transfer to completion, ensuring residual income is paid away and accounts are zero-balanced for closure.
* Respond to transfer-related queries by monitoring relevant mailboxes.
Qualifications & Experience:
* A-Level education or equivalent.
* Experience or knowledge of handling tax-wrapped products is advantageous but not essential.
* Experience or knowledge of a Wealth Management environment is advantageous but not essential.
Knowledge & Skills:
1. Understanding of Custody & Transfer Out Administration.
2. Proficiency with the Altus Transfer Gateway system.
3. Awareness of CASS rules and Money Laundering regulations.
4. Excellent IT skills, particularly in MS Wor...