Financial Services Administrator/Transfers Case Handler

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 £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, 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'll be key in 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. Being a financially regulated company, we value accuracy and compliance with our department's policies, procedures, and regulatory obligations. You'll also have the chance to build great relationships with our Customers, internal teams, and external partners, all while pursuing your career growth within our leading organization.

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.

The salary for this role will be £27.300 per annum.

The start date for this role will be Monday 24th November 2025

REQUIREMENTS:

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

Personal Attributes:

STRAIGHT TALKING          |          MOVING WITH SPEED          |          OWNING THE OUTCOME

• 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

• 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 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.