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For Companies At a Glance
- Tasks: Provide top-notch customer service and manage financial documents with precision.
- Company: Join Interactive Investor, the UK's leading flat-fee investment platform with a strong community.
- Benefits: Enjoy 25 days of leave, private medical insurance, and a generous pension plan.
- Why this job: Be part of a dynamic team that values innovation and customer satisfaction in finance.
- Qualifications: No specific experience required; just bring your passion for helping others and a team spirit.
- Other info: Start date is 20 October 2025; we value diversity and welcome all applicants.
The predicted salary is between 27300 - 30420 £ per year.
interactive investor is an award-winning investment platform that puts its customers in control of their financial future.
We’ve been helping investors for nearly 30 years. We’ve seen market highs and lows and been resilient throughout. We’re now the UK’s number one flat-fee investment platform, with assets under administration approaching £75 billion and over 450,000 customers.
For a simple, flat monthly fee we provide a secure home for your pensions, ISAs and investments. We offer a wide choice of over 20,000 UK and international investment options, including shares, funds, trusts and ETFs.
We also bring impartial, expert content from our award-winning financial journalists, highly engaged community of investors, and daily newsletters and insights.
Purpose of the Role.
We\’re excited to welcome new Transfers Case Handlers to our Operations team! In this role, you\’ll be key in ensuring smooth processing of tasks within our Transfers department. Your responsibilities will range from Settlements and Transfers to Account to Account Transactions and handling general customer inquiries. Being a financially regulated company, we value accuracy and compliance with our department\’s policies, procedures, and regulatory obligations. You\’ll also have the chance to build great relationships with our Customers, internal teams, and external partners, all while pursuing your career growth within our leading organization.
Please Note:
For advertising purposes, we call this role a Financial Services Administrator but internally at ii, the role is called a Transfers Case Handler.
The salary for this role will be £27.300 per annum.
The start date for this role will be Monday 24th November 2025
REQUIREMENTS:
Provide outstanding customer service to meet the requirements of both internal and external customers
• Make customer contact via phone, email /letter to enable straight through processing, where appropriate
• Timely and accurate processing of all customer documents and returned queries to ensure that customer’s needs are met
• Adherence to the regulations that apply to the area that you are working in
• Responsible for the processing of all departmental administration tasks, with a high degree of accuracy
• Escalate any unresolved issues to the Specialists providing them with enough information to investigate the issue
• Continually and appropriately challenge policy, processes and procedures, recommending improvements to increase efficiency and improve quality
• Work as part of a team, supporting colleagues and promoting a positive work environment & team spirit.
• Confident in delivering an efficient, consistent and high-quality service to our customers at every interaction.
• Ability to move between tasks and departments as business needs require
• Maintain the organisation’s first line of defence by ensuring individual adherence to business processes and procedures that are designed to meet the regulatory standards set out in the relevant FCA rules and guidance.
• Make informed risk decisions and effectively and credibly debate and challenge management recommendations within your role in line with the approved Risk Management Framework
Personal Attributes:
STRAIGHT TALKING | MOVING WITH SPEED | OWNING THE OUTCOME
- Clear communicator
- Strong team player
- Demonstrated passion and drive for delivering the best outcome
- Moving with speed – delivering faster and better
- Decisive and takes ownership of outcomes
- Not afraid to challenge and be open to challenges
- Group Personal Pension Plan – 8% employer contribution and 4% employee contribution
- Life Assurance and 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 your physical and mental wellness
- Retail Discounts – Savings at a wide range of high street and online retailers
- Voluntary Flexible Benefits – Tailor your benefits to suit your lifestyle
Please Note:
We appreciate your interest in joining interactive investor. We will do our utmost to respond to all applicants. However, due to the high volume of applications we’re currently receiving, if you have not heard from us within 30 days of your application, please consider your application unsuccessful on this occasion.
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Financial Services Administrator/Transfers Case Handler employer: Interactive Investor
Contact Detail:
Interactive Investor Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator/Transfers Case Handler
✨Tip Number 1
Familiarise yourself with the financial services industry, particularly the regulations set by the FCA. Understanding these regulations will not only help you in your role but also demonstrate your commitment to compliance during interviews.
✨Tip Number 2
Develop strong communication skills, as this role requires clear interaction with both internal teams and external customers. Practising how to convey complex information simply can set you apart from other candidates.
✨Tip Number 3
Showcase your ability to work in a team environment. Prepare examples of past experiences where you supported colleagues or contributed to a positive team spirit, as this is highly valued in the role.
✨Tip Number 4
Be ready to discuss your approach to problem-solving and decision-making. The role involves making informed risk decisions, so having a structured way of thinking about challenges will impress interviewers.
We think you need these skills to ace Financial Services Administrator/Transfers Case Handler
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the key responsibilities and requirements of the Financial Services Administrator/Transfers Case Handler position. Tailor your application to highlight how your skills and experiences align with these aspects.
Highlight Relevant Experience: In your CV and cover letter, emphasise any previous experience in customer service, administration, or financial services. Use specific examples to demonstrate your ability to meet customer needs and handle documentation accurately.
Showcase Communication Skills: Since clear communication is essential for this role, make sure to illustrate your communication skills in your application. Mention instances where you effectively communicated with customers or colleagues, whether through phone, email, or written correspondence.
Demonstrate Team Spirit: Interactive Investor values teamwork, so include examples of how you've successfully collaborated with others in previous roles. Highlight your ability to support colleagues and contribute to a positive work environment.
How to prepare for a job interview at Interactive Investor
✨Understand the Role
Make sure you have a clear understanding of what a Financial Services Administrator/Transfers Case Handler does. Familiarise yourself with the responsibilities outlined in the job description, especially around customer service and risk management.
✨Showcase Your Communication Skills
As this role requires clear communication with both internal and external customers, be prepared to demonstrate your communication skills. Think of examples where you've effectively communicated complex information or resolved customer issues.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving abilities and decision-making skills. Prepare examples from your past experiences where you had to make informed decisions or handle challenging situations.
✨Emphasise Teamwork
This position values teamwork and collaboration. Be ready to discuss how you've worked as part of a team in previous roles, highlighting your ability to support colleagues and contribute to a positive work environment.
