Transitions Administrator (Financial Services)

TL;DR

Transitions Administrator (Financial Services): Coordinating SIPP and Offshore Bond transfers within a wealth management environment with an accent on process efficiency and relationship management. Focus on processing portfolio liquidations, monitoring mailboxes, and collaborating with Front Office Investment Management teams.

Location: Hybrid, London, UK

Company

hirify.global is one of the UK’s largest wealth management firms offering expert discretionary investment management and financial advice.

What you will do

• Coordinate the transfer in, out, or liquidation of SIPP and Offshore Bond portfolios.
• Monitor SIPP/OFB mailboxes to ensure timely processing of requests.
• Generate and circulate account closure reports to maintain visibility.
• Manage relationships between Front Office Investment Management and Operations teams.
• Challenge and optimize existing processes to improve operational efficiency.

Requirements

• Experience in a similar operations role within Financial Services.
• Knowledge of the Investment Management or Financial Adviser industry.
• Intermediate proficiency in Microsoft Word and Excel.
• Experience with CRM systems (WDX and Figaro preferred).
• Must be based in or able to work in London on a hybrid basis.

Nice to have

• Investment Operations Certificate.
• AML (Anti-Money Laundering) qualifications.

Culture & Benefits

• 26 days of annual leave (182 hours).
• Participation in the hirify.global Incentive Scheme based on performance.
• Non-contributory company pension scheme.
• Private Medical Insurance (single cover standard).
• Life Assurance (4x salary) and Income Protection.