Account Transfers Representative

1 month ago


Liverpool, United Kingdom BRUIN Financial Full time

Permanent
- Liverpool,

**Ref**: 32437
WE HAVE A FATASTIC OPPORTUNITYE FOR AN ACCOUNT TRANSFERS REPRESENTATIVE
We are recruiting for Transfers Representative to join our client’s team. This is a fantastic opportunity to work with a renowned global clearing house. You will be based in their office in Liverpool and will have a hybrid working structure.
We are in search for someone with account transfers knowledge and experience, knowledge if ISA regulations, and experience working within financial services. If you fit this criteria, send us your CV
You will report to the Vice President and some of your responsibilities will include:

- Managing company’s unit trust transfers process
- Managing company’s account transfers process
- Handling client queries
- Opening and updating accounts
- 9% pensions contributions, with the opportunity of an increase to 15%
- 25 days annual leave
- Study support (where applicable)
- Brilliant bonus scheme

To be considered, you must have permanent Right to Work in the UK.
Please submit your CV or contact Rachael Fish for more information.
- Our client is an equal employment opportunity/ affirmative action employer._



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