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Date Added: Sat 16/08/2025

Administrator

Lemington, Newcastle upon Tyne, NE15, UK
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Company: BMC RECRUITMENT GROUP LTD

Job Type: Permanent, Full Time

Salary: £31396/annum

BMC Recruitment Group are currently recruiting for a Investment/Financial Services Administrator (ISA/GIA Transfers) to join our client who are an award-winning group of financial services and technology companies based in Newburn, Newcastle Upon Tyne.

Key Benefits they offer:

* Salary remuneration of £31,396 inclusive of a monthly bonus.

* Full-time permanent position

* Working Hours - Monday to Friday 8:30am - 5:30pm (1hr Lunch)

* Free on-site parking

* Hybrid Working - There will be some hybrid working to this role once training is completed

* 33 days annual leave, including bank holidays (increases with length of service)

* Enhanced Maternity, paternity and adoption leave

* Company pension contribution (increases with length of service)

* Financial Services Academy - Allowing employees to develop their career within the wealth management sector

* Company/team events throughout the year

Your Duties & Responsibilities include:

* Ultimately responsible for processing and completing ISA/GIA transfer in and out requests submitted by clients/advisers in line with SLA.

* Managing correspondence from clients/advisers with regards ISA/GIA transfer requests made and ensuring that related tasks are completed without incidents/errors.

* Take ownership of transfers queries, liaising with colleagues as appropriate to ensure accurate and timely resolutions are provided to clients.

* To ensure ISA/GIA transfers processing queries are completed swiftly and accurately in line with SLA as prescribed by your team leader.

* Perform various platform/pension administration tasks relating to transfers in accordance with set standards.

* Update relevant platform/pension administration databases and systems correctly in line with process guides.

* Managing queries resulting from inflight or completed ISA/GIA transfer processing, liaising with colleagues as required to ensure queries are responded to within SLA.

You will need:

* Pro-active attitude

* Strong attention to detail

* Strong problem-solving and decision-making skills.

* Strong organisational and time management skills.

* Knowledge of MS Office products, such as Excel and Word
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