Junior Transfer Analyst

We are looking for a Junior Transfer Analyst to join the team on a 6-month fixed-term contract and support the processing of Cash ISA Transfers. The successful candidate will be responsible for completing various operational tasks related to CMC Markets Investments Cash ISA Transfers while maintaining good working relationships with internal and external stakeholders to ensure cases are managed effectively.

The role requires excellent attention to detail strong communication and organisational skills and the ability to work collaboratively within a team environment while managing changing priorities and deadlines.

CashTransferis the process oftransferringexistingcash from one broker to/from another broker or from/to one broker to another registry.

Key Responsibilities:

• Processing of Cash ISA (Transfer In and Transfer Out)

• Establishing relationships with external counterparties to ensure issues are resolved

• Following up with client/broker on all transfer cases through emails/calls on daily basis

• Performing Four Eye oversight on transfer

• Managing queries from clients/Premium Client Managers/Internal Stakeholders

• Adhere to SLAs & KPIs

Key Skills and Experience:

• Ability to work with a great deal of attention to detail

• Microsoft Excel skills

• Excellent communication skills

• Ability to work in a team

• Should be able to go beyond the roles and responsibility and should be able to help the team members during peak times

• Excellent organizational skills

• Ability to cope under pressure

• Deadline / delivery conscious and flexible to changing priorities

• Excellent analytical skills and ability to create dashboards

This is an excellent opportunity for someone looking to develop their career within financial services operations in a fast-paced and collaborative environment.

CMC Markets is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of gender sexual orientation marital or civil partner status gender reassignment race colour nationality ethnic or national origin religion or belief disability or age.