Financial Services Administrator/Transfers Case Handler

We offer a wide choice of over 20,000 UK and international investment options, including shares, funds, trusts and ETFs.\\n\\nWe also bring impartial, expert content from our award-winning financial journalists, highly engaged community of investors, and daily newsletters and insights.\\n\\nWHAT WE STAND FOR:\\n\\nIt’s simple … we want our customers to feel confident and in control, for interactive investor to go from strength to strength, and for ii to be a workplace where we can all thrive. Our customer driven approach and bold values sit at the heart of this. We are honest, straight-talking, and transparent with our customers and our colleagues.

We are decisive and take ownership of what we say and deliver. We are ambitious and passionate about what we believe is right for our customers, our teams, ourselves, and interactive investor.\\n\\nPURPOSE OF ROLE:\\n\\nWe are recruiting for Transfers Case Handlers to join our Operations team. The role is responsible for the effective processing of tasks within the Transfers department.

This includes but is not confined to; Settlements, Transfers, Account to Account\\n\\nTransactions and general customer queries. As a financially regulated company, it is important our colleagues ensure there is accurate adherence to the departments policies, procedures and regulatory responsibilities. This role will include building good relationships with Customers, internal departments and external stakeholder whilst enabling you to have the opportunity to develop your career within a market leading company.\\n\\nPlease note:\\n\\nFor advertising purposes, we call this role a Financial Services Administrator but internally at ii, the role is called a Transfers Case Handler.\\n\\nThe start date for this role will be March 2026.\\n\\nRequirements\\n\\n•Provide outstanding customer service to meet the requirements of both internal and\\nexternal customers\\n• Make customer contact via phone, email /letter to enable straight through processing,\\nwhere appropriate\\n• Timely and accurate processing of all customer documents and returned queries to\\nensure that customer’s needs are met\\n• Adherence to the regulations that apply to the area that you are working in\\n• Responsible for the processing of all departmental administration tasks, with a high\\ndegree of accuracy\\n• Escalate any unresolved issues to the Specialists providing them with enough\\ninformation to investigate the issue\\n• Continually and appropriately challenge policy, processes and procedures,\\nrecommending improvements to increase efficiency and improve quality\\n• Work as part of a team, supporting colleagues and promoting a positive work\\nenvironment & team spirit.\\n• Confident in delivering an efficient, consistent and high-quality service to our\\ncustomers at every interaction.\\n• Ability to move between tasks and departments as business needs require\\n• Maintain the organisation’s first line of defence by ensuring individual adherence to\\nbusiness processes and procedures that are designed to meet the regulatory standards\\nset out in the relevant FCA rules and guidance.\\n• Make informed risk decisions and effectively and credibly debate and challenge\\nmanagement recommendations within your role in line with the approved Risk\\nManagement Framework\\n\\nPersonal Attributes:\\n\\nSTRAIGHT TALKING | MOVING WITH SPEED | OWNING THE OUTCOME\\n\\n• Clear communicator\\n• Strong team player\\n• Demonstrated passion and drive for delivering the best outcome\\n• Moving with speed – delivering faster and better\\n• Decisive and takes ownership of outcomes\\n• Not afraid to challenge and be open to challenges\\n\\nBenefits\\n\\n * Group Personal Pension Plan – 8% employer contribution and 4% employee contribution\\n\\n * Life Assurance and Group Income Protection\\n\\n * Private Medical Insurance – Provided by Bupa\\n\\n * 25 Days Annual Leave, plus bank holidays\\n\\n * Staff Discounts on our investment products\\n\\n * Personal & Well-being Fund – Supporting your physical and mental wellness\\n\\n * Retail Discounts – Savings at a wide range of high street and online retailers\\n\\n * Voluntary Flexible Benefits – Tailor your benefits to suit your lifestyle\\n\\nPlease Note: We will do our utmost efforts to respond to all applicants.

However, due to the high volume of applications we're currently receiving, if you haven't been contacted within 30 days of application, please consider unsuccessful.\\n\\ninteractive investor operates in accordance with the UK Equality Act 2010. We welcome applications from individuals of all ages, disabilities, gender identities, marital status, pregnancy/maternity, race, religion or belief, sex, and sexual orientation. We are committed to treating all applicants fairly and making reasonable adjustments where needed to support disabled applicants.

We actively prevent all forms of discrimination, harassment, and victimisation—whether direct, indirect, associative, or perceptive