Client Administrator

Title: Client Administrator

Location: Chelmsford

Work Pattern: Monday - Friday; Full-time Hybrid*

Working on behalf of a leading financial services organisation in Chelmsford, we are recruiting for an organised and detail-oriented individual to join the team as a client administrator.

You will support the onboarding of client portfolios across a range of account types including GIAs, ISAs, Pensions and Trusts. Our client is ideally looking for prior experience within a similar environment and will suit someone who is looking to build their career within the industry.

As well as a competitive base salary, depending on experience, our client also offers an attractive, wide-ranging and flexible package of benefits including contributing 10% of an employee's salary to their pension, income protection, gym membership offers, the ability to purchase additional holidays and much more.

Main Responsibilities

• Managing the efficient transfer of client portfolios, including tax-wrapped accounts, taxable trading accounts, and own-name funds & OEICS.
• Supporting the movement of collectives between trading platforms.
• Monitoring and chasing outstanding transfers to ensure completion within agreed SLAs.
• Handling incoming transfer queries via the team mailbox - triaging, responding, and assigning as needed.

Experience

• Strong administrative skills; proficient in Microsoft Excel, Outlook and IT literate.
• Prior work experience within a dynamic and professional setting demonstrating strong administrative skills.
• Prior experience in Wealth Management or custodial duties is beneficial but not essential.
• Familiarity with stock migration and tax-wrapped products is desirable.
• Knowledge of ISA rules and APS transfers preferred.
• Keen interest in pursuing a career within the financial services industry

Desirable:

• Understanding of Custody & Transfer In Administration.
• Experience using Equisoft Transfer Gateway.
• Awareness of CASS rules and anti-money laundering procedures.
• Ability to multitask, prioritise workloads, and meet tight deadlines.
• Excellent communication skills and a collaborative mindset.
• High attention to detail and accuracy is a must.

Full Benefits

• Holiday 27 days per holiday year (1 April to 31 March)
• Life Assurance 4 times salary paid to your named beneficiary(s) as a tax-free lump sum.
• Pension Plan You will be automatically enrolled into the Company pension scheme, unless you notify us otherwise.
• This scheme is non-contributory with the Company contributing 10%.
• Permanent Health Insurance 75% of your income is paid to you if you are suffering from a long-term illness and have been unable to work for a continuous period of 6 months; payment is subject to your application being accepted.
• Anytime Benefits Salary sacrifice benefits such as Ride2Work, Give as you Earn, Mobile Phone Scheme and Childcare Vouchers. After Probation
• Private Medical Insurance You can opt in for Single (paid for by client) and then Couple, Single Parent Family or Family cover through BUPA. Part of the cost will be covered by the Company
• Dental Insurance You can opt in for cover through BUPA.
• Season Ticket Loan An interest-free loan for your annual travel season ticket, which is deducted from your salary over a ten or twelve month period
• Subsidised Gym Membership The Company will pay 50% of the monthly membership fee, currently 65 for Fitness First. As well as the gym in Bishopsgate this covers other Tier 2 Fitness First gyms.
• Flexible Benefits Each year we offer a range of flexible benefits that you can choose to add to your core benefits package. There is a range of benefits to choose from such as additional life assurance cover, purchase of additional holiday and critical illness voluntary cover.

*Hybrid work pattern following successful completion of probation period.

Please ensure your location is clearly marked on your CV as this can delay shortlisting. We advise that you submit a cover letter to demonstrate your interest in this role. At this stage; we are only accepting applications from those who have full rights to work in the UK without the need for sponsorship.