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BMC Recruitment Group are currently recruiting for a Investment/Financial Services Administrator (ISA/GIA Transfers) to join our client who are an award-winning group of financial services and technology companies based in Newburn, Newcastle Upon Tyne.
Key Benefits they offer:
- Salary remuneration of £31,396 inclusive of a monthly bonus.
- Full-time permanent position
- Working Hours - Monday to Friday 8:30am - 5:30pm (1hr Lunch)
- Free on-site parking
- Hybrid Working – There will be some hybrid working to this role once training is completed
- 33 days annual leave, including bank holidays (increases with length of service)
- Enhanced Maternity, paternity and adoption leave
- Company pension contribution (increases with length of service)
- Financial Services Academy – Allowing employees to develop their career within the wealth management sector
- Company/team events throughout the year
Your Duties & Responsibilities include:
- Ultimately responsible for processing and completing ISA/GIA transfer in and out requests submitted by clients/advisers in line with SLA.
- Managing correspondence from clients/advisers with regards ISA/GIA transfer requests made and ensuring that related tasks are completed without incidents/errors.
- Take ownership of transfers queries, liaising with colleagues as appropriate to ensure accurate and timely resolutions are provided to clients.
- To ensure ISA/GIA transfers processing queries are completed swiftly and accurately in line with SLA as prescribed by your team leader.
- Perform various platform/pension administration tasks relating to transfers in accordance with set standards.
- Update relevant platform/pension administration databases and systems correctly in line with process guides.
- Managing queries resulting from inflight or completed ISA/GIA transfer processing, liaising with colleagues as required to ensure queries are responded to within SLA.
You will need:
- Pro-active attitude
- Strong attention to detail
- Strong problem-solving and decision-making skills.
- Strong organisational and time management skills.
- Knowledge of MS Office products, such as Excel and Word
