Keen attention to detail (system and non-system).
Ability to work quickly and accurately within very tight deadlines.
Good team player with the ability to work on own initiative.
Flexibility and availability to work overtime during peak workload periods.
Good communication skills (written and verbal)
Previous Financial Services experience, specifically in a Wealth Management business, would be a great advantage, as would experience in working with investment products and ‘platforms.’
Previous experience in dealing with transfers, particularly in relation to Stocks and Shares ISA and non-ISA portfolio, would be a great advantage.
Previous data entry and paperwork checking experience desirable