Transitions and ISA Governance Administrator - 12 month FTC

Job Description

Who we're looking for at Cazenove Capital

We’re looking for a Junior Administrator to join our Wealth Management division known as Cazenove Capital, which is part of the Schroders group. You will work within the Middle Office Operations team and assist in organising the operational requirements for Schroder & Co’s London external transfer process. Responsible for the co-ordination and to provide support and guidance to the Front and Back Office’s. You will take a proactive role in delivering excellent client service.

You’ll be busy, hands-on and can-do. You will develop deep technical knowledge of our processes and systems and work across the business to challenge, develop and improve our processes and foster a wider understanding. You will be a 'go-to' person for colleagues at all levels across the business.

The base: We have an office in the financial centre of London. we have everything here we need to work flexibly.

The team: We're part of Cazenove Capital, the Schroders business that manages wealth for our clients – individuals, family groups and charities.

We are open to flexible working, so we can all balance our personal and professional commitments.

About Schroders, Our Parent Company

We're a global investment manager. We help institutions, intermediaries’ individuals and charities around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future. Within Cazenove Capital we specifically look after private individuals, families and charities.

Schroders has around 6,000 people on six continents. To start we’ve been around for over 200 years but keep adapting as society and technology changes. What doesn't change is our commitment to helping our clients, and society, prosper.

What You’ll Do

You will learn to have technical knowledge of processes and systems and work across the business. The role will be in the Transitions & ISA Governance (TIG) who control and take ownership of the transfer progress for ISA/OIB/SIPPs/GIA’s to and from other brokers, within this role. We provide guidance to the client teams to ensure the ISA rules are adhered to. Support with process changes and testing around system enhancements in-line with ISA regulations. You will gain experience / specialise in Operations.

Day to day activities

• Assist with the Co-ordination and oversight of the external and internal transfer process for ISA’s GIA’s SIPP’s Charities, & OIB’s
• Establish and maintain good working relationships with all internal and external parties and ensuring that regular meetings are diarised and attended.
• Ongoing Governance of our ISA products to ensure the relevant rules are being followed and be involved in the annual HMRC reporting schedules.
• Support management with ad-hoc projects
• Assist with process changes and testing around system enhancements in-line with regulations.
• Keeping abreast of industry developments and regulations
• Provide support for the administration of ISA Plan transfers, providing regular updates/support to the Front Office, Service Centre, and ISA Plan Managers
• Provide guidance to the Front Office to ensure the ISA rules are adhered to.
• Provide cover and support to the wider WM Operations team as and when required.
  
  

The Knowledge, Experience, And Qualifications You Need.

• IT skills, especially with the Microsoft Office suite
• Excellent communication and relationship skills
• Highly organised and an ability to multi-task
• Previous experience of collaboration and teamwork
• Forward thinking, constructive and enthusiastic approach to work
• Investment Operations Certificate qualified or its equivalent (Not required)
  
  

What You’ll Be Like

• An excellent communicator – both written and verbal
• Proactive, self-motivated and enthusiastic
• Good at working in a team, and with other teams.
• Someone with a real attention to detail
• Able to work under pressure and with tight deadlines.
• Flexible, curious, and willing to learn.
  
  

We're Looking For The Best, Whoever They Are.

Schroders is an equal opportunities employer. You're welcome here whatever your socio-economic background, race, sex, gender identity, sexual orientation, religious belief, age or disability.