Financial Services Administrator/Transfers Case Handler

Interactive Investor is an award‑winning investment platform that puts its customers in control of their financial future.

For nearly 30 years we have helped investors navigate market highs and lows with resilience every step of the way.

We are 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.

We offer a wide choice of over 20,000 UK and international investment options, including shares, funds, trusts and ETFs.

We bring impartial, expert content from award‑winning financial journalists, a 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 will be key to 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.

As a regulated company we value accuracy and compliance with our department’s policies, procedures and regulatory obligations.

You will also have the chance to build great relationships with our customers, internal teams and external partners while pursuing career growth within our leading organization.

Requirements

• Provide outstanding customer service to meet both internal and external customer requirements.
• Make customer contact via phone, email or letter to enable straight‑through processing where appropriate.
• Process all customer documents and returned queries accurately and in a timely manner to ensure customers’ needs are met.
• Adhere to the regulations that apply to the area you are working in.
• Process all departmental administration tasks with a high degree of accuracy.
• Escalate any unresolved issues to the Specialists providing enough information to investigate the issue.
• Continually 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 and team spirit.
• Confident in delivering an efficient, consistent and high‑quality service to customers at every interaction.
• 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 designed to meet regulatory standards set out in the relevant FCA rules and guidance.
• Make informed risk decisions and effectively debate and challenge management recommendations within your role in line with the approved Risk Management Framework.

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 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.

Salary: £27 300 per annum. Start date: Monday 24 November 2025.

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.