At a Glance
- Tasks: Process cash and customer accounts while providing top-notch service.
- Company: Join the UK's leading flat-fee investment platform with a strong reputation.
- Benefits: Enjoy competitive salary, generous leave, and wellness support.
- Other info: Dynamic team environment with opportunities for personal and professional growth.
- Why this job: Make a real difference in customers' financial journeys and grow your skills.
- Qualifications: Strong attention to detail and excellent communication skills required.
The predicted salary is between 31500 - 38500 £ per year.
Location: Leeds
Salary: £28,300
Contract Type: 6 Month Fixed-Term
Who we are: 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 500,000 customers.
Purpose of the role: We are recruiting for an Operations Administrator to join our Operations team. This role is responsible for the effective processing of tasks within the Operations department, including Cash, Settlements, Customer Accounts, Pensions, Transfers, Reconciliations and Corporate Actions. Ensuring accurate adherence to the department's policies, procedures and regulatory responsibilities. This role will also include building good relationships with both internal departments and external stakeholders.
Key Responsibilities:
- Timely processing of tasks and queries, with a high degree of accuracy.
- Provide outstanding customer service to meet the requirements of both internal and external customers.
- Make customer contact via appropriate mediums to enable straight through processing, where appropriate.
- Adherence to the regulations that apply to the area that you are working in.
- Escalate identified risks and unresolved issues, providing accurate information to support the investigation.
- Ensure corrective or preventative actions are treated with priority.
- Continually and appropriately challenge policy, processes and procedures, recommending improvements to increase efficiency and improve quality.
- Be part of the departmental telephone query team to support all queries and requests from internal customers.
- 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.
- Flexibility to move between tasks as business needs require.
- Maintain the organisation’s first line of defence by ensuring 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.
- Support the team with ensuring departmental procedures are up to date.
- Use the Training & Competence scheme to maintain the appropriate knowledge, skills and expertise to carry out your role.
- Provide Management Information, as and when required.
- Provide support as needed, in order to assist in delivering team objectives.
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 effort 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.
Operations Administrator - Client Cash (6 month FTC) in Leeds employer: Interactive Investor
Interactive Investor is an excellent employer that fosters a dynamic work culture, encouraging collaboration and innovation within its Data and Innovation team. With a hybrid working model based in Manchester, employees enjoy the flexibility of remote work while benefiting from professional growth opportunities and a commitment to data-driven decision-making that enhances customer engagement. The company values its employees by providing access to cutting-edge tools and resources, ensuring a rewarding and meaningful career path.
StudySmarter Expert Advice🤫
We think this is how you could land Operations Administrator - Client Cash (6 month FTC) in Leeds
✨Join Financial Networking Events
Jump into local finance meetups and conferences — they’re a goldmine for temporary roles in banking and financial services. You can chat with industry professionals and even get leads on upcoming opportunities that might not be posted online yet.
✨Utilise Temp Agencies Specialised in Finance
Reach out to temp agencies that focus on the banking sector. They often have strong ties with various firms and can help you secure short-term gigs that can help beef up your CV and get your foot in the door at firms like Interactive Investor.
✨Connect with Alumni from Your Uni
Don't underestimate the power of your university’s alumni network. Many former students are working in banking and can help you find temporary roles or even offer mentorship. Reach out directly or attend alumni events to broaden your circle.
✨Stay Active on Job Boards and Company Websites
Keep your eyes peeled on job boards specifically for finance roles. Companies like Interactive Investor might post temporary positions directly on their sites, so make sure to apply there too. Set alerts to catch those roles the moment they go live!
We think you need these skills to ace Operations Administrator - Client Cash (6 month FTC) in Leeds
Some tips for your application 🫡
Show Off Your Academic Achievements:In banking and financial services, your academic record can really make you stand out. List relevant grades, certifications, or coursework on your CV, especially if you've taken finance-related modules. This is particularly important for a temporary role where qualifications can help you shine even brighter!
Highlight Relevant Experience:If you’ve done any internships, part-time roles, or even coursework that aligns with banking or finance, make sure you include those! Showcase specific tasks where you used quantitative skills or analytical thinking, as this is what the hiring managers at Interactive Investor will be keen to see in your application.
Tailor Your Cover Letter Purposefully:When writing your cover letter, focus on why you’re interested in a temporary position at Interactive Investor. Let them know how you can quickly adapt to the team's needs and how eager you are to learn the ropes of the banking sector during this short stint. Your motivation and enthusiasm could really set you apart!
Be Prepared with References:For temporary roles, references can play a crucial role in your application. Make sure you’ve got a couple of references lined up who can vouch for your skills and work ethic. This helps to give Interactive Investor confidence in your short-term commitment to the role.
How to prepare for a job interview at Interactive Investor
✨Brush Up on Financial Regulations
Since this is a role in banking and financial services, be ready to discuss key regulations like MiFID, Basel III, or GDPR. These are hot topics, and your awareness of how they impact daily operations can give you a significant edge during your interview with Interactive Investor.
✨Showcase Your Analytical Skills
Prepare for interview questions that assess your analytical abilities. You might need to tackle hypothetical scenarios involving risk assessment or financial forecasting. Bringing examples of relevant projects or coursework can emphasise your practical understanding of these concepts.
✨Highlight Flexibility and Adaptability
For a temporary role, showing that you can quickly pick up new processes and tools is crucial. Be ready to discuss previous experiences where you had to adapt to changing requirements or tight deadlines, as this will reassure Interactive Investor that you’re a reliable team player.
✨Demonstrate a Willingness to Learn
In a temporary position, leaning into your eagerness to learn can really set you apart. Be prepared to share how you’re staying updated on industry trends or any additional training you've pursued. Employers appreciate candidates who are proactive about their development—even for short-term roles.