Platform Transitions Administrator

About the role

We are seeking a Platform Transitions Administrator to join a respected investment management organisation in the City of London on a 12‑month fixed‑term contract. Working within the Transitions team, you will provide essential administrative support to ensure client assets move smoothly in and out of the business.

Key responsibilities

• Process new transfer instructions for SIPP, ISA and GIA accounts and chase counterparties to meet service level agreements.
• Track and report on assets in transfer using the Asset Tracker system, providing clear updates to internal and external stakeholders.
• Check and input transfer requests received from relationship management teams, liaising with third parties for settlement.
• Receive and cross‑check transfer cheques, update the system and forward details to the cash management team.
• Maintain accurate records and produce regular reports on transfer activity.

Required profile

• Relevant experience in a transitions or similar administrative environment.
• Knowledge of tax‑wrapper structures such as ISAs, SIPPs and offshore bonds.
• Highly organised, thorough and numerate with strong attention to detail.
• Excellent written and verbal communication skills and a commitment to treating customers fairly.

Required skills

What we offer

• Hybrid working pattern (2 days in the office).
• Competitive salary between £25,000 and £40,000 per year.
• Attractive benefits package.