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- Tasks: Lead and inspire a dynamic team in managing financial transfers and ensuring top-notch customer service.
- Company: Join the UK's number one flat-fee investment platform with a strong community focus.
- Benefits: Enjoy competitive salary, generous pension contributions, private medical insurance, and 25 days annual leave.
- Why this job: Make a real impact in the financial services sector while developing your leadership skills.
- Qualifications: Experience in managing teams within a fast-paced, regulated environment is essential.
- Other info: Be part of a culture that values diversity, inclusion, and continuous improvement.
The predicted salary is between 36000 - 60000 £ per year.
interactive investor is an award-winning investment platform that puts its customers in control of their financial future. We have been helping investors for nearly 30 years. We have seen market highs and lows and have been resilient throughout. We are 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, a highly engaged community of investors, and daily newsletters and insights.
PURPOSE OF ROLE: Reporting to the Operations Manager, the Transfers Team Manager is a key role within the Transfers wider Leadership team. You will be responsible for providing inspirational leadership to a team which can consist of Team Leader/s, Transfer Specialist/s and Case Handlers. Managing Pensions, ISA\’s and Savings products. You must be confident in providing effective coaching, communication, feedback, development, recognition and ensuring adherence to HR policies where relevant.
In addition, you will be accountable for managing and achieving key KPI\’s, quality excellence and risk management for the team and department ensuring all internal and external policies and industry regulatory requirements are adhered to. You will deputise for the Senior Operations Manager on an ad hoc basis and support Transfer related projects where relevant.
Our aim in Transfers is to be a highly efficient and successful operation, providing a first class service to our customers, and an industry leading Transfers experience. We are looking for a dynamic individual, who is able to provide strong and effective leadership whilst still working effectively as part of a wider team within Transfers and across ii.
Requirements
- Experienced people manager with ability to manage, develop and coach high performing teams and individuals within a regulated, fast paced operational environment.
- Maximise team efficiency through effective resource and skills management/planning, to build a multi-skilled function, ensuring competence is continuously assessed and built on.
- Help deliver a multi-channel service, supporting inbound and outbound contacts including telephone calls, emails and secure messaging.
- As a member of the Operations Leadership team, build an empowered, motivated and passionate team, rewarding excellence and managing performance through a culture of ownership and continuous improvement.
- Lead and drive short, medium and long term strategic plans through identifying change and improvement initiatives to deliver sustained operational improvement.
- Capability to respond with agility to organisational and regulatory change.
- Build and maintain relationships internally in ii and externally across key partners to drive the success of the business.
- Maintain the first line of risk defence by identifying, logging and driving improvements to risks for your team.
- Maintain the first line of compliance defence by ensuring team adherence to business processes and procedures that are designed to meet the regulatory standards set out in the relevant FCA rules and guidance, with particular reference to CASS regulation.
- Responsible for ensuring all CASS related activities and processes are completed daily to safeguard customer assets.
- Deputise for the Senior Operations Manager where required.
CORE CAPABILITIES
- Proven experience of managing a team in a fast paced environment.
- Experience and knowledge of working in an FCA regulated entity.
- Proven ability to drive improved performance of a team through coaching/development/KPI measurement, in line with HR guidelines.
- Strong communication skills (both verbal and written) both within your team and wider.
- Ability to work on own initiative as well as working part of a wider team.
- Customer & Quality focused.
- Able to influence and negotiate across different levels of the business.
- Ability to work through issues, identify root cause and implement changes to maximise business efficiency and enhance the customer experience.
- Capable of working under pressure to deliver against exacting deadlines, and the ability to organise and prioritise work loads.
- Be able to understand relevant data/MI and be able to manipulate data to extract relevant information from a variety of sources (including but not limited to excel/Power BI etc).
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 take ownership of outcomes
- Not afraid to challenge and be open to challenges
- Able to respond with agility to organisational and regulatory change
- Problem solver
Please Note: We will do our utmost efforts to respond to all applicants. However, due to the high volume of applications we are currently receiving, if you haven\’t been contacted within 30 days of application, please consider unsuccessful.
interactive investor operates in accordance with the UKEqualityAct2010. 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.
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
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Financial Services Team Manager - Transfers employer: Interactive Investor
Contact Detail:
Interactive Investor Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Team Manager - Transfers
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who work at interactive investor. A friendly chat can open doors and give you insider info about the team and culture.
✨Tip Number 2
Prepare for the interview by researching common questions for leadership roles in financial services. Think about how your experience aligns with managing teams and driving performance, and be ready to share specific examples.
✨Tip Number 3
Show your passion for customer service! Be ready to discuss how you've improved customer experiences in past roles. Highlight your ability to lead teams in delivering top-notch service, just like interactive investor aims to do.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in being part of the interactive investor family.
We think you need these skills to ace Financial Services Team Manager - Transfers
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the role of Financial Services Team Manager. Highlight your experience in managing teams, especially in regulated environments, and showcase any relevant achievements that align with the job description.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your skills can contribute to the Transfers team. Be sure to mention your leadership style and how you’ve driven performance improvements in the past.
Showcase Your Communication Skills: Since strong communication is key for this role, make sure your application reflects that. Use clear, concise language and structure your documents well. This will demonstrate your ability to communicate effectively, both in writing and verbally.
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. Plus, you’ll find all the details you need right there!
How to prepare for a job interview at Interactive Investor
✨Know Your Numbers
Make sure you’re familiar with key financial metrics and KPIs relevant to the role. Brush up on your understanding of CASS regulations and how they impact transfers, as this will show your commitment to compliance and risk management.
✨Showcase Your Leadership Style
Prepare examples that highlight your experience in managing and developing high-performing teams. Think about specific situations where you’ve successfully coached team members or improved performance through effective feedback and recognition.
✨Communicate Clearly
Practice articulating your thoughts clearly and concisely. Since strong communication skills are essential for this role, consider doing mock interviews with a friend to refine your verbal and written communication style.
✨Demonstrate Problem-Solving Skills
Be ready to discuss how you approach challenges and identify root causes. Prepare a couple of scenarios where you’ve implemented changes that maximised efficiency or enhanced customer experience, as this will resonate well with the interviewers.
