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- Tasks: Process customer ISA requests with speed and accuracy in a dynamic team environment.
- Company: Join Capita, a leading financial services provider committed to inclusivity.
- Benefits: Enjoy competitive salary, pension scheme, and generous parental leave.
- Other info: Hybrid working model with excellent career growth opportunities.
- Why this job: Make a real impact in financial services while developing your skills.
- Qualifications: Experience in regulated financial services and strong time management skills.
The predicted salary is between 30000 - 40000 £ per year.
Capita are seeking a permanent, full-time experienced Service Administrator / Advisor to join our Collectives area. You will be required to process all customer ISA requests received via the Customer Contact Centre, email and post, from both retail and institutional customers. Most of the incoming work is same‑day processing, so speed, accuracy and time management are essential to the role.
You must be able to prioritise your own workload within guidelines to meet SLA deadlines without compromising on quality. All work is subject to quality checking each day to ensure accuracy and completeness. You must be a committed and flexible team member who can provide additional support as and when required, working closely with all Collectives Teams, including the Payment and Collections Team.
This is a great opportunity for someone with previous experience working in a regulated Financial Services environment (ideally in Life and Savings). You will ensure that services provided to customers (internal and external) are consistent with all relevant regulatory and legal frameworks, and that data protection guidelines are adhered to at all times by following client authentication procedures prior to divulging information or completing the customer request.
Location: Oxford Road Manchester City Centre. Hybrid model Hours of Work: 37.5 hours per week Contract: Permanent, Full Time Hybrid position – you will work across both home and the office, though likely office-based during training and probation.
What will you deliver?
- Prioritise workload within guidelines to meet regulatory deadlines without compromising on quality; subject to quality checking each day.
- Be a committed and flexible team member who provides additional support as and when required, working closely with all teams within Collectives.
- Ensure services provided to customers (internal and external) are consistent with all relevant regulatory and legal frameworks.
- Adhere to data protection guidelines at all times.
- Follow customer authentication procedures prior to divulging information or completing any customer requests.
What can we offer you?
A competitive starting salary. Company‑matched pension, life assurance, a cycle‑to‑work scheme, 15 weeks fully paid maternity, adoption and shared parental leave, and plenty more. Voluntary benefits designed to suit your lifestyle — discounts on retail and socialising, health.
Service Advisor / Administrator - Financial Services employer: Capita plc
Contact Detail:
Capita plc Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Service Advisor / Administrator - Financial Services
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for a Service Advisor role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews by brushing up on your knowledge of ISA requests and customer service best practices. We recommend practising common interview questions and scenarios related to the role, so you can showcase your skills and experience confidently.
✨Tip Number 3
Don’t forget to follow up after your interviews! A quick thank-you email can go a long way in leaving a positive impression. It shows your enthusiasm for the role and keeps you fresh in their minds.
✨Tip Number 4
Apply through our website for the best chance at landing that job! We make it easy for you to submit your application and keep track of your progress. Plus, it shows you're serious about joining our team at Capita!
We think you need these skills to ace Service Advisor / Administrator - Financial Services
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Service Advisor role. Highlight your experience in financial services and any relevant skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention your ability to manage workloads and meet deadlines, as these are key for us at Capita.
Showcase Your Attention to Detail: Since accuracy is crucial in this role, make sure to proofread your application. A well-presented application shows us that you pay attention to detail, which is essential for processing customer requests.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you’re considered for the role. Don’t miss out on this opportunity!
How to prepare for a job interview at Capita plc
✨Know Your Stuff
Make sure you brush up on your knowledge of financial services, especially around ISAs and customer service protocols. Familiarise yourself with the regulatory frameworks that govern the industry, as this will show your understanding of the role and its responsibilities.
✨Demonstrate Time Management Skills
Since the role requires prioritising workload to meet deadlines, be prepared to discuss how you've successfully managed your time in previous positions. Use specific examples to illustrate your ability to handle multiple tasks efficiently without compromising quality.
✨Show Team Spirit
Capita values flexibility and teamwork, so come ready to share experiences where you've collaborated with others. Highlight instances where you've supported colleagues or adapted to changing team needs, as this will demonstrate your commitment to being a reliable team member.
✨Practice Customer Scenarios
Prepare for potential customer interaction scenarios that may arise in the role. Think about how you would handle various requests while adhering to data protection guidelines. This will not only showcase your problem-solving skills but also your dedication to providing excellent customer service.