Isa Transfer Client Services Specialist

Our Financial Services client is one of the leading independent wealth management companies in the UK and they are now looking to recruit a Transfers Administrator for their Business Support team. You will be required to support implementation of replacement operations system. The role will include maintenance of procedure documentation, execution of user...

Job SummaryWe are seeking a highly skilled Transfer Agency Technical Consultant to join our team at Diligenta. As a key member of our team, you will be responsible for providing technical expertise and support to our Transfer Agency teams, both onshore and offshore.Key ResponsibilitiesProvide technical assistance and coaching to Transfer Agency teams,...

**Purpose** **Responsibilities** - Setting up all payments for ISAs, SIPPs, Bonds, GIAs - You will be keeping back-office systems and client databases up to date and accurate, overseeing regular payments, the preparation of paperwork, processing of new business, transfers out/account closures and liaising clients and colleagues - Prepare paperwork,...

**Transfer Agency Client Representative** Competitive Salary Permanent Edinburgh As a Transfer Agency Client Representative, you will play a crucial role in delivering exceptional customer service and ensuring smooth transactions for this leading financial services business here in Edinburgh. You will be the first point of contact for clients and will...

**Client Service Associate** **Competitive Salary** **Permanent** **Edinburgh** Meraki Talent is currently working with a leading financial services firm, which is seeking a talented and dedicated individual to join their team as a Client Service Associate. In this role, you will work closely with esteemed Client Directors, providing support to our new...

**About The Role**: **Purpose**Responsibilities** - Setting up all payments for ISAs, SIPPs, Bonds, GIAs - You will be keeping back-office systems and client databases up to date and accurate, overseeing regular payments, the preparation of paperwork, processing of new business, transfers out/account closures and liaising clients and colleagues - You will...

Job DescriptionA Financial Services Specialist is required to work with the Transfer Agency team in a technical capacity.This role involves providing expert knowledge of mutual funds, relevant laws and regulations, including COLL, COBS, CASS and HMRC ISA Rules.The successful candidate will be responsible for training and supporting onshore and offshore...

**Responsibilities**: - Processing letters of authority and obtaining the relevant information from external providers to assist the Paraplanners in writing initial suitability reports - Setting up online access for new and existing clients and assisting with all queries in relation to the portal - Setting up all payments for ISAs, SIPPs, Bonds, GIAs and...

Role Description: FNZ provides an opportunity to gain unparalleled experience working for an organisation with a unique combination of both retail technology and financial services at one of the fastest and most successful companies in the global FinTech sector. Working within the FNZ Investment Operations Function you will be responsible for the processing...

Role Description FNZ provides an opportunity to gain unparalleled experience working for an organisation with a unique combination of both retail technology and financial services at one of the fastest and most successful companies in the global FinTech sector. Working within the FNZ Investment Operations Function you will be responsible for the processing...

Job OverviewWe are seeking an experienced Pension Scheme Risk Transfer Specialist to join our expanding team in Edinburgh or Glasgow. This is an exciting opportunity to work on a wide range of clients at various stages of the buy-in journey, including post-transaction buyout and wind-up phases.About the RoleThis challenging role involves working on a...

**About The Role**: **Purpose** **Responsibilities** - Processing letters of authority and obtaining the relevant information from external providers to assist the Paraplanners in writing initial suitability reports - Setting up online access for new and existing clients and assisting with all queries in relation to the My7IM portal - Setting up all...

Description About this role Technology & Operations Edinburgh Transfer Agency Services Want to use your unique background to make an impact on the clients we service in a culture that thrives on quality, innovation, collaboration and accountability? Look no further! At BlackRock, we are seeking a Transfer Agency Services Analyst who is curious,...

Job Role SummaryAs a Transfer Agency Technical Consultant at Diligenta, you will be responsible for providing expert technical support and training to our onshore and offshore teams. You will also be involved in the design and implementation of new or updated products and systems.Key ResponsibilitiesProvide technical assistance and coaching to Transfer...

Job Description At abrdn, our purpose is to enable our clients to be better investors. Clients worldwide trust us to find future-fit investment opportunities to deliver the outcomes they want. Our technology and insight help empower them to make better decisions, while the powerful partnerships we build help to enhance the expertise that we offer. And by...

Job Description At abrdn, our purpose is to enable our clients to be better investors. Clients worldwide trust us to find future-fit investment opportunities to deliver the outcomes they want. Our technology and insight help empower them to make better decisions, while the powerful partnerships we build help to enhance the expertise that we offer. And by...

**About McEwan Fraser Legal** McEwan Fraser Legal, an award-winning Solicitor and Estate Agency, is a dynamic, modern company. With an array of respected industry awards under our belt, including Residential Property Team of the Year for the past two years and Employer of the Year at the 2017 Scott + Co Legal Awards, we are highly innovative and known for...

**About McEwan Fraser Legal** McEwan Fraser Legal, an award-winning Solicitor and Estate Agency, is a dynamic, modern company. With an array of respected industry awards under our belt, including Residential Property Team of the Year for the past two years and Employer of the Year at the 2017 Scott + Co Legal Awards, we are highly innovative and known for...

Description: Risk Transfer Consultant – Edinburgh or Glasgow Mercer is looking for talented and ambitious pensions consultants who are keen to further their career, focused on consulting with clients. This is an opportunity to join our expanding Risk Transfer team, providing clients with advice on the journey to buy-in, broking the market and...

About the Role:Mercer is seeking a talented Risk Transfer Consultant to join our expanding team in Edinburgh or Glasgow. In this role, you will provide clients with advice on the journey to buy-in and wind up pension schemes.Key Responsibilities:Project manage a portfolio of clients to help them achieve their buyout and winding up objectives.Develop and...