ISA Administrator

Recruiter
Meraki Talent Limited
Location
Skeeby
Posted
12 Feb 2019
Closes
13 Mar 2019
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time

Meraki Talent’s client is currently looking to hire an ISA Administrator on a permanent basis into their office in Richmond. Our client is a market leading FinTech firm who have enjoyed huge success in recent times due to innovative product development, high standards of client service and a commitment to their people. They have attracted and retained top sector professionals who have enjoyed a varied and vibrant working environment as well as accelerated career development due to the fast growth nature of the firm.

The ideal candidate will have a background in ISA, SIPP or Financial Services.

As an ISA administrator you will be responsible for:

  • Assisting with the checking of controls for Transfers In from previous ISA Manager
  • Assisting with the checking of controls for Transfers Out to new ISA Manager
  • Checking subscription activity has been completed correctly
  • Raising cash payment requests, ensuring these are processed to company policy and CASS requirements
  • Banking of client money, ensuring this is processed to company policy and CASS requirements
  • Ensuring closed accounts are monitored correctly
  • Monitoring workloads and ensuring that all daily checklists have been completed

Background:

  • Experience within financial services
  • Working knowledge of ISA or SIPP or Transfer Agency ideal
  • Good IT skills, especially Excel

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