Financial Services Administrator

TN United Kingdom; Cardiff; Hybrid; GBP 30,000 - 50,000; Full time

Job summary

Join a forward-thinking company as an ISA Transfer Specialist in Cardiff, where you'll play a vital role in enhancing customer experience. This permanent, hybrid position offers the chance to be part of a multi-award-winning online savings and investment service. You will manage ISA transfer administration, communicate with plan managers, and work alongside a diverse team committed to making financial management accessible. If you have a passion for finance and a desire to improve processes, this role is an exciting opportunity to contribute to a growing organization dedicated to inspiring individuals in their financial journeys.

Qualifications

• Experience in ISA transfer rules and guidelines.
• Strong communication skills for internal and external interactions.

Responsibilities

• Complete all aspects of ISA transfer administration for inbound and outbound transfers.
• Collaborate with the customer care team to address customer queries.

Skills

ISA transfer administration

Financial services administration

Communication skills

Pension administration

Job description

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Client:

ThreePeople

Location:

Cardiff, United Kingdom

Job Category:

Finance

EU work permit required:

Yes

Job Reference:

f5be08c9220e

Job Views:

6

Posted:

05.05.2025

Expiry Date:

19.06.2025

Job Description:

This is a permanent position based in Cardiff, with job reference 240547L. The opportunity is for an ISA Transfer Specialist to join a multi-award-winning online savings and investment service. The role is hybrid, requiring at least 1 day per week in the Penarth office.

The Role

As an ISA Transfer Specialist / Financial Services Administrator, you will be responsible for delivering excellent service to customers and supporting teammates. Responsibilities include:

• Completing all aspects of ISA transfer administration for both inbound and outbound transfers
• Communicating with old and new plan managers
• Managing controls and risks daily
• Collaborating with the customer care team to address customer queries
• Working with third-party providers
• Adhering to company and industry SLA's

The Company

Our client is an ambitious, multi-award-winning online savings and investing service based in Cardiff, Wales. They aim to inspire individuals to build their future wealth by making financial management accessible and straightforward. The team is engaging, inquisitive, and inclusive, reflecting diverse backgrounds and beliefs. They are growing rapidly and seek talented, purpose-driven individuals to enhance customer experience.

The Person

Ideal candidates will have experience in a similar operational role, with knowledge of ISA transfer rules and guidelines. They should be confident in challenging processes and suggesting improvements, possess strong communication skills for internal and external interactions, and experience in pension administration such as pension transfers is beneficial. To apply, please send your CV quoting reference 240547L. Relevant experience includes ISA transfer administration, financial services administration, pensions, and investments administration.