Financial Services Administrator/Transfers Case Handler

Description

Title: Financial Services Administrator/Transfers Case Handler

Location: Manchester

Salary: £28,300

We will be holding an assessment day for successful shortlisted candidates for this role.

Please note that the available start dates for this role will be Monday 10 August 2026 or Monday 17 August 2026.

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’ve seen market highs and lows and been resilient throughout. We’re now the UK’s number one flat-fee investment platform, with assets under administration approaching £80 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.

We also bring impartial, expert content from our award-winning financial journalists, highly engaged community of investors, and daily newsletters and insights.

Purpose of the 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 ISAGIA 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 there is accurate adherence to the departments policies, procedures and regulatory responsibilities. This role will include building good relationships with customers, internal departments and external stakeholder 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.

Key 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

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.

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