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Transfers Out Administrator

Charles Stanley & Co
Full time Chelmsford, England Financial Clerks
Posted:
January 29, 2026
Location:
Chelmsford, England, United Kingdom

Job Description

Key Responsibilities
  • Process transfers of client portfolios (GIAs, ISAs, Pensions, and Trusts) to new providers via paper-based instructions and the Altus Transfer Gateway/Equisoft.
  • Instruct Unit Trust, CREST, and overseas transfers, and follow up to ensure timely settlement.
  • Process cash payments accurately and promptly.
  • Communicate effectively with new providers and internal teams (Investment Managers, Assistants, and other departments) via email and telephone.
  • Monitor the progress of each transfer using tracking tools, ensuring residual income is paid away and accounts are closed with zero balance.
  • Manage relevant mailboxes and respond to transfer-out queries in a timely and professional manner.
    • Qualifications & Experience
  • Educated to A-Level or equivalent.
  • Knowledge or experience with tax-wrapped products is advantageous but not essential.
  • Previous experience in a Wealth Management environment...

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    Job Overview

    Job Type: Full time
    Location: Chelmsford, United Kingdom
    Posted: January 29, 2026
    Deadline: March 10, 2026