Transfers Officer

2 weeks ago

Northwich, United Kingdom Marshall Moore Full time

Marshall Moore recruitment are recruiting for a Transfers officer to join one of the UK's leading wealth management firms in Northwich for an initial 6 month fixed term contract.

The Firm:

- FTSE 250 Company
- Established since 1870
- Established reputation as a responsible bank with a distinctive, prudent business model and a long-term approach.

The Role:

- Processing transfers for all account types, across multiple products and platforms
- Internal transfers of holdings arising from changes to client status (eg. receipt of tax documentation, trust distributions, deceased, spouse to spouse transfers etc.)
- Monitor transfer progress and escalate issues when required

The successful applicant:

- Previous Financial Services experience, specifically in a Wealth Management business, would be a key advantage, as would experience in working with investment products, wrappers and 'platforms.’
- High levels of accuracy and attention to detail

Whats on offer:

- Competitive annual leave allowance and access to additional holidays.
- Hybrid working, 2 days in the office 3 days working from home.
- Income protection, life assurance, a generous pension scheme and much more.
- Private medical insurance, gym discounts, share save schemes

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