Administrator

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

Location: Newcastle Upon Tyne, UK, GB

Posted Date: 8/21/2025