This longstanding accountancy and advisory firm, with a large north-west presence is seeking to appoint a new audit semi-senior into their busy and dynamic Northwich office.
This role has come around following an extended period of company growth, presenting an excellent opportunity for an ambitious candidate to join a busy team within a progressive firm.
To undertake and oversee all elements of asset transfer processing.
This 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 an in-specie basis.
Management Responsibilities
Providing leadership and direction to the Transfers Team, managing the team members on a day to day basis, ensuring performance measurement, development and training plans are in place.