Transfers In Specialist - Wealth Management

  • Charles Stanley & Co.
  • Chelmsford, Essex
  • Apr 16, 2026
Full time Banking

Job Description

A leading wealth management firm is seeking a proactive Administrator to support transfer processing for various investment accounts. The successful candidate will ensure a smooth client experience while collaborating across the team. Responsibilities include facilitating client portfolio transfers, managing queries, and meeting SLAs. Candidates should have strong IT skills, organizational abilities, and a keen attention to detail. A-Level education or relevant experience is required, making this a rewarding opportunity in a dynamic environment.