Transitions and ISA Governance Administrator - 12 month FTC at Schroders
London, England, United Kingdom -
Full Time


Start Date

Immediate

Expiry Date

08 Nov, 25

Salary

0.0

Posted On

09 Aug, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Teamwork, Collaboration

Industry

Financial Services

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.

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 workInvestment Operations Certificate qualified or its equivalent (Not required)
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How To Apply:

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Responsibilities

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.

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