Brokerage Operations Specialist
July 21
🏢 In-office - London
Description
• Transfer assets in/out of the business relating to ISA/GIA and SIPP products • Process transfer applications within set SLAs • Process valuations and provide acceptance of assets within set SLAs • Chase and monitor transfer progress with external counterparties and clients • Provide technical support to our Customer Operations team to help answer client queries • Support the wider transfers team with ad-hoc tasks • Project work - Review and explore new opportunities • Define and improve processes and procedures
Requirements
• Extensive knowledge within the ISA transfer space • Understanding of the rules and regulations • Additional knowledge within European stock transfers, JISA’s or fund transfers beneficial
Benefits
• Competitive salary plus stock options • Stake in the company with stock options benchmarked to US companies
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