Administrator Trainee – Transfer Agency

Location: Peterborough, Cambridgeshire

Salary: £18,000–£21,000 (dependent on experience)

Reporting to: Transfer Agency Team Leader

Employment type: Full-time, permanent -Office based

Start your career in financial services with Yealand Fund Services.

We are seeking a motivated and detail-oriented individual to join our Transfer Agency team as a Trainee Administrator. This is an excellent opportunity for a recent school or college leaver or someone from a junior finance role background who is eager to begin a career in the financial services sector.

As a Transfer Agency, we are responsible for maintaining shareholder registers and providing high-quality service to investors. You will be joining a professional, collaborative environment where accuracy, integrity, and client service are paramount.

Key Responsibilities -Administrator Trainee – Transfer Agency

You will be fully supported and trained to develop in the role. Responsibilities will include:

• Accurately processing investor transactions (such as purchases, sales, and transfers)
• Assisting with reconciliation of bank and system records
• Generating and issuing contract notes and payment confirmations
• Monitoring and responding to investor and client enquiries via telephone and email
• Supporting the team in meeting strict regulatory deadlines and service level agreements (SLAs)
• Maintaining accurate records in line with compliance and operational procedures

What We’re Looking For -Administrator Trainee – Transfer Agency

We welcome applications from individuals who are enthusiastic and ready to learn. The ideal candidate will demonstrate:

• Strong attention to detail and numerical accuracy
• Good written and verbal communication skills
• A professional, responsible approach to work
• Ability to manage time and prioritise tasks effectively
• Willingness to work as part of a team and take initiative
• A basic working knowledge of Microsoft Excel and Word

Minimum qualifications:

• GCSEs (or equivalent), particularly in English and Maths
• Candidates without formal qualifications will be considered if they can demonstrate the required aptitude

What We Offer

• Comprehensive on-the-job training and mentoring
• Exposure to regulated financial operations
• Career development opportunities within the business
• A supportive and professional working environment
• Competitive salary with progression based on performance

About Yealand Fund Services

Yealand Fund Services Ltd is authorised and regulated by the Financial Conduct Authority. We are committed to high standards of compliance, professionalism, and customer outcomes. All our team members contribute to maintaining the integrity and quality of the services we provide.

If you are interested in starting your career in financial services with a company that values accuracy, professionalism, and continuous development, we would be pleased to hear from you.

To register your interest, click APPLY