Financial Services Administrator/Transfers Case Handler

Interactive Investor; Manchester; On-site; GBP 30,000 - 36,000; Full time

Benefits offered by this job

Group Personal Pension Plan

Life Assurance

Private Medical Insurance

25 Days Annual Leave

Staff Discounts on investment products

Personal & Well-being Fund

Retail Discounts

Voluntary Flexible Benefits

Job summary

interactive investor is recruiting a Financial Services Administrator/Transfers Case Handler to join the Pension Transfers Out team. The role is hybrid—3 days in Manchester and 2 days remote—with a salary of £28,300 per annum.

You will handle settlements, transfers, and customer queries, ensuring accurate adherence to policies and FCA guidelines. We seek a candidate who provides outstanding service, communicates clearly, and maintains high accuracy in all tasks while supporting colleagues and

Qualifications

• Provide outstanding customer service to meet the requirements of both internal and external customers.
• Timely and accurate processing of customer documents and queries.
• Adherence to applicable regulations and department policies.

Responsibilities

• Provide outstanding customer service to meet internal and external customers' requirements.
• 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 meet customer needs.
• Adhere to regulatory requirements that apply to your area.
• Manage departmental administration tasks with high accuracy.
• Escalate unresolved issues with necessary information for investigation.
• Suggest improvements to policies and processes to increase efficiency and quality.
• Work within a team to support colleagues and promote a positive environment.
• Deliver efficient, high-quality service at every interaction.
• Move between tasks and departments as business needs require.
• Ensure adherence to regulatory standards in line with FCA rules.

Skills

Customer service

Document processing

Regulatory compliance

Team collaboration

Communication

Job description

Title:Financial Services Administrator/Transfers Case Handler

Location:Hybrid, 3 days a week in Manchester/ 2 day remote

Salary:£28,300

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 £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 ROLE:

We are recruiting for Transfers Case Handlers to join our Pension Transfers out team. The role is responsible for the effective processing of tasks within the Pension 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:

The job title if successful for the role is a Transfers Case Handler-Pensions Transfers Out

The salary for this role will be £28.300 per annum.

The start date for this role will be Monday 28th September 2026.

• 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 standard 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

• Group Personal Pension Plan– 8% employer contribution and 4% employee contribution
• Life AssuranceandGroup Income Protection
• Private Medical Insurance– Provided by Bupa
• 25 Days Annual Leave, plus bank holidays
• Staff Discountson 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 efforts 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 UKEqualityAct2010. 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.