We have a new opportunity for an entry level candidates to join our Corporate and Client Accounting department within the Transfers team on a permanent basis. The Client Money and Asset teams ensure all money and assets held by Transact for clients are recorded accurately. The Transfers team is responsible for confirming that client money and asset transfers are completed, registered and updated on the Clients' portfolio within tight deadlines.
Transact is the leading independent investment wrap platform in the UK. Established in 2000, we have over £52.11 billion of funds under direction (as at September 2021) on behalf of over 6,500 advisers and 205,000 investor clients. Our service includes an online platform, owned and built by us, and dedicated regional adviser support to help bring clients' assets and investments together in a smarter, more tax efficient way. We offer access to a wide range of tax wrappers (including ISAs, pensions and life insurance investment bonds) and funds which advisers use to build client investment portfolios. Portfolio valuations, purchases and sales are all supported via Transact Online which is available 24/7. Transact's parent company, IntegraFin Holdings plc, is listed on the London Stock Exchange and is a constituent of the FTSE 250 index.
- Ensuring a smooth process of transfers onto our platform;
- Dealing with physical holdings and certificates from shares and then manually inputting the data into CREST;
- Calling other platforms in order to chase Transfers such as Pensions, ISAs and Unit Trusts;
- Investigating queries that may arise;
- Continually seeking to improve processes to make them more efficient;
This role is ideal for someone interested in understanding how investment assets flow through the back office of a leading platform company. You will be able to demonstrate a good understanding of the investment industry, Transact’s place in it and a genuine interest in starting a career in this sector. The role would suit a recent graduate looking to make a start in the financial services industry or equally someone interested in continuing their already established experience in back office investment processing.
You will be liaising with other platforms, investment companies and 3rd parties over the phone on a daily basis so we are looking for someone with an excellent phone manner and great relationship building skills. We are looking for a proactive individual who will take ownership for completing tasks in a set timescale under a pressurised environment. You’ll be a conscientious team player with excellent attention to detail and able to work through large quantities of complex data accurately.
We offer a competitive remuneration package, including company discretionary bonus, excellent pension contributions, an attractive staff share scheme, BUPA health insurance, season ticket loan, buying and selling of annual leave and sponsorship of relevant professional qualifications.
We provide a diverse and inclusive workplace and ensure that all of our staff respect and understand individual differences. We are an equal opportunities employer and positively encourage applications from suitably qualified and eligible candidates regardless of age, disability, gender reassignment, marital or civil partner status, pregnancy or maternity, race, religion or belief, sex or sexual orientation.