At a Glance
- Tasks: Help customers transfer their investments smoothly and resolve complex queries.
- Company: Join the UK's number one flat-fee investment platform with a strong customer focus.
- Benefits: Enjoy competitive pension contributions, private medical insurance, and 25 days annual leave.
- Other info: Dynamic team environment with opportunities for personal and professional growth.
- Why this job: Make a real difference in people's financial journeys while developing your skills.
- Qualifications: Strong communication skills and a proactive attitude are essential.
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, and are now the UK’s number one flat-fee investment platform, with assets under administration approaching £75 billion and over 500,000 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.
PURPOSE OF ROLE
We are recruiting for a Transfers Specialist to provide product (SIPP) expertise to the Transfers team. Responsibilities include:
- Taking responsibility for escalations and issues arising on the transfer of customer accounts into and out of interactive investor.
- Performing task validation, authorisation and quality assurance, as well as the administration and oversight of key controls.
- Utilising product expertise to resolve complex queries, identify inefficiencies, implement improvements and maintain compliance in the continually changing regulatory environment.
- Completing and administering risk management documentation and liaising with Operational Oversight.
KEY RESPONSIBILITIES
- Perform live task validation, authorisation and quality assurance.
- Use product expertise to resolve escalated queries to provide positive customer experiences.
- Utilise skills and knowledge to coach and develop team members.
- Be accountable and take ownership to resolve any customer dissatisfaction as required.
- Identify opportunities for improvements to efficiencies and customer experience.
- Be adaptable to change, with the ability to move between tasks as business needs require.
- Make informed risk decisions, effectively debating and challenging management recommendations.
- Document Risk Events and Regulatory Breaches, suggesting ways to mitigate risks.
- Ensure all CASS related activities and processes are completed daily to safeguard client assets.
- Lead the team as required, coordinating workloads and resources to maintain agreed SLAs.
- Accountable for personal development and maintaining skills and knowledge on ii products and regulatory requirements.
- Maintain adherence to business and departmental processes designed to meet regulatory standards.
- Update procedures and provide coaching to the team as required.
REQUIREMENTS
- Ability to work in an environment requiring high accuracy under pressure, delivering against exacting deadlines.
- Organisation skills to manage completion of daily tasks and meet deadlines.
- Ability to build rapport with customers and third parties across all communication channels.
- Strong communication skills to provide feedback/coaching and technical awareness across team members.
- Ability to work through issues, identify root causes and implement changes to enhance client experience.
- Proactive and enthusiastic, with a willingness to learn new skills.
- Flexibility to move between different tasks and departments at short notice.
- High degree of computer literacy and knowledge of Microsoft Office.
- Effective use of MI and data analysis.
- Knowledge of the regulatory environment and associated risks.
- Understanding of the principles of Treating Customers Fairly and FCA guidelines.
EXPERIENCE OF USING
- Accelerate/similar risk recording systems.
- Figaro/back office system.
- UBS Keylink/international stock instructions.
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.
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 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.
Transfer Specialist 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 Transfer Specialist in Leeds
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Interactive Investor. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Transfer Specialist in Leeds
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Interactive Investor.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Interactive Investor's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Interactive Investor
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Interactive Investor.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Interactive Investor will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Interactive Investor employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.