interactive investor
Financial Services Administrator / Transfers Case Handler - ISA/GIA
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Financial Services Administrator (Transfers Case Handler)
Location
Manchester
Salary
£28,300
Who We Are
interactive investor is an award-winning investment platform that empowers customers to control their financial future. With nearly 30 years in the industry, we’ve weathered market fluctuations and become the UK’s number one flat-fee investment platform.
- Assets under administration: ~£80 billion
- Customers: Over 500,000
- Service: Secure home for pensions, ISAs, and investments
- Portfolio: 20,000+ UK/international investment options (shares, funds, ETFs, trusts)
- Expertise: Impartial financial insights, community engagement, and tailored newsletters
Purpose of the Role
We’re hiring Transfers Case Handlers to join our Operations team. This financially regulated role involves key process areas:
- Settlements
- Transfers
- Account-to-account transactions
- General customer queries
Key responsibilities include ensuring accurate adherence to departmental policies, regulatory requirements, and building rapport with customers, internal teams, and external stakeholders. The role offers scope for career development within a market-leading company.
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(Note: For public listings, the role is titled Financial Services Administrator but internally referred to as Transfers Case Handler.)
Key Responsibilities
Customer Care & Communication
- Deliver outstanding customer service to internal and external clients
- Engage via phone, email, or letter to facilitate straight-through processing
- Ensure timely, accurate response to all customer inquiries and documentation
Administrative & Compliance Focus
- Process all departmental administration tasks with high accuracy
- Adhere to regulatory standards (FCA rules and guidance)
- Maintain the organisation’s first line of defence by following business processes
Problem-Solving & Collaboration
- Escalate unresolved issues, providing detailed information to Specialists for investigation
- Challenge and improve policies, processes, and procedural efficiency
- Support teamwork and foster a positive work environment
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Regulatory & Risk Management
- Ensure compliance with the Risk Management Framework
- Make informed risk decisions, debating and challenging recommendations credibly
Requirements
- Ability to switch between tasks as business needs require
- Confidence in delivering efficient, consistent, and high-quality service
- Strong attention to detail and accountability in regulated environments
Benefits
- Group Personal Pension Plan – 8% employer contribution, 4% employee contribution
- Life Assurance & Group Income Protection
- Private Medical Insurance (provided by Bupa)
- 25 Days Annual Leave (plus bank holidays)
- Staff Discounts on our investment products
- Personal & Well-being Fund (supporting mental and physical wellness)
- Retail Discounts (savings at high-street and online retailers)
- Voluntary Flexible Benefits (customize benefits to suit your lifestyle)
Note: Due to high application volumes, if you haven’t heard from us within 30 days, kindly consider your application unsuccessful for this occasion.
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