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.
As a Broker Administrator, you'll split your time between working three days from home and two days in the office, within the hours of 8 am to 4 pm or 9 am to 5 pm, Monday to Friday.
Your salary will be £23,500.
Your main activities and duties will include
Reviewing the support email inbox daily and assigning team tasks.
Our client, Vanguard, a global leader in investment management, is seeking a Trading and Administration Oversight Analyst to join their dynamic team in London.
This role offers an exciting opportunity to be part of a highly collaborative team, where you will perform oversight checks on trading, investor services and pension admin processes.
You'll have the chance to build relationships across the business, handle escalated issues and contribute to strategic plan development.
As an Administrator at Solasta Wealth Management, you will play a vital role as part of our fast-paced team.
Solasta Wealth Management is a well-established and highly successful Wealth Management practice providing bespoke face-to-face financial advice to individuals and businesses throughout the UK.
As an appointed representative of St. James's Place Wealth Management, we pride ourselves on delivering exceptional service and tailored solutions to meet our clients' needs.
You will be carrying out inventory control measures to ensure physical stock and logged stock on the system are accurate, whilst investigating and resolving any discrepancies.
We're looking to recruit a Stock Controller based out of Worksop.
This role is full time hours on an initial six month contract, with the possibility for extension, depending on performance.