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- Tasks: Join our team as a Transfers Case Handler, processing customer transactions and queries.
- Company: Interactive Investor is the UK's leading flat-fee investment platform with over 450,000 customers.
- Benefits: Enjoy 25 days annual leave, private medical insurance, and a generous pension plan.
- Why this job: Be part of a dynamic team, develop your career, and make a real impact in finance.
- Qualifications: Clear communicator, strong team player, and passionate about delivering excellent customer service.
- Other info: Start date is 20th October 2025; salary is £27,300 per annum.
The predicted salary is between 27300 - 30420 £ per year.
Financial Services Administrator/Transfers Case Handler
Interactive Investor Manchester, United Kingdom
Overview
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\\\’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 pensions, ISAs and investments, with a wide choice of over 20,000 UK and international investment options. We also offer impartial, expert content from our award-winning financial journalists and a daily cadence of insights.
This role supports the Head of Enterprise Risk with development and maintenance of the organisation\\\’s Enterprise Risk Management Framework, ensuring it is fit for purpose, simple to understand, and that it works with and for the organization. The role holder will develop and maintain effective business partner relationships with the business areas they are allocated to support and provide advice and oversight of activity undertaken such as identification and management of risks, controls, events, incidents, actions, and business continuity plans. The role holder will deliver and embed a strong risk culture across the organisation and support with developing timely and accurate risk reporting and monitoring for key business decision-making committees including the Executive Risk Committee and Board Risk Committee.
Purpose of Role
We 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 transactions and general customer queries. As a financially regulated company, it is important our colleagues ensure accurate adherence to the department\\\’s policies, procedures and regulatory responsibilities. This role will include building good relationships with customers, internal departments and external stakeholders whilst enabling you to have the opportunity to develop your career within a market leading company.
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 20th October 2025.
Responsibilities
- 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
Qualifications / Personal Attributes
- 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
Benefits
- 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 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.
interactive 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.
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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 regulations that govern the role of a Transfers Case Handler. Understanding the FCA rules and guidance will not only help you in interviews but also demonstrate your commitment to compliance and risk management.
✨Tip Number 2
Network with current employees or professionals in the financial services sector. Engaging with them on platforms like LinkedIn can provide you with insights into the company culture at Interactive Investor and the specific challenges faced in the Transfers department.
✨Tip Number 3
Prepare to discuss examples of how you've provided outstanding customer service in previous roles. Highlighting your ability to handle customer queries effectively will show that you understand the importance of client relationships in this position.
✨Tip Number 4
Demonstrate your problem-solving skills by thinking of scenarios where you had to challenge existing processes or suggest improvements. This aligns with the role's requirement to continually improve efficiency and quality within the team.
We think you need these skills to ace Financial Services Administrator/Transfers Case Handler
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Financial Services Administrator/Transfers Case Handler. Familiarise yourself with the key tasks such as processing transfers, settlements, and customer queries.
Tailor Your CV: Customise your CV to highlight relevant experience in financial services, customer service, and risk management. Use specific examples that demonstrate your ability to handle tasks similar to those mentioned in the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for delivering excellent customer service and your understanding of regulatory compliance. Mention how your skills align with the company's values and the role's requirements.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for this role.
How to prepare for a job interview at Interactive Investor
✨Understand the Role
Make sure you have a clear understanding of the responsibilities of a Transfers Case Handler. Familiarise yourself with tasks like processing settlements, transfers, and customer queries, as well as the importance of adhering to regulations.
✨Showcase Your Communication Skills
As this role involves significant customer interaction, be prepared to demonstrate your communication skills. Practice articulating how you would handle customer queries and maintain relationships with both internal and external stakeholders.
✨Emphasise Teamwork
Highlight your ability to work as part of a team. Share examples from your past experiences where you supported colleagues or contributed to a positive work environment, as this is crucial for the role.
✨Prepare for Regulatory Questions
Since the company operates in a regulated environment, be ready to discuss your understanding of compliance and risk management. Think about how you would ensure adherence to policies and procedures in your previous roles.
