Investments Transfers Assistant

lloyds banking group; Leeds; Hybrid; GBP 25,000 - 27,000; Full time

Job summary

A leading financial institution in Leeds is seeking an Investments Transfers Assistant for a full-time position. The role involves providing client-facing support, processing share orders, and ensuring regulatory compliance. Ideal candidates must have a strong customer service background and the ability to handle complex financial systems. The position offers a hybrid working model after an initial training period in the office and includes a competitive salary, generous benefits, and a collaborative work environment.

Benefits

Generous pension contribution of up to 15%

Annual performance-related bonus

Share schemes including free shares

Discounted shopping benefits

22 days holiday plus bank holidays

Wellbeing initiatives and generous parental leave policies

Qualifications

• Proven track record in delivering exceptional customer service.
• A Financial Services Background.
• Ability to work under pressure in a regulated environment.
• Experience in logging and completing transfers.

Responsibilities

• Deliver accurate and timely information to customers.
• Process and execute share orders and maintain detailed records.
• Ensure compliance with banking regulations.
• Collaborate with cross-functional teams to meet targets.

Skills

Exceptional customer service in a telephony environment

Strong attention to detail

Quick adaptation to complex financial systems

Familiarity with tools like Excel and PowerPoint

Job description

End Date Thursday 11 December 2025

Salary Range £25,517 - £26,860

We support flexible working – click here for more information on flexible working options

Flexible Working Options Hybrid Working, Job Share

Job Description Summary A full time role based in Leeds

Job Description

• JOB TITLE: Investments Transfers Assistant
• SALARY: £25,517
• LOCATION(S): Leeds.
• HOURS: Full-time (35 hours per week)
• WORKING PATTERN: Mon- Fri between 8am and 5pm. A mixture of working from home and office based. You’ll work in the office for the first few months to complete your training & get your systems up and running, and then working from home will be discussed with your Team Leader. Once fully competent, it will then be a hybrid approach – two days a week in office, 3 days homeworking.

About this opportunity

The Stockbroking Transfers Assistant role offers a dynamic entry point into the financial services sector, particularly within the stockbroking domain.

Key Responsibilities

• Client-Facing Support: Deliver accurate and timely information to customers regarding their investment shares, pension investments, and savings accounts.
• Operational Tasks: Process and execute share orders, maintain detailed records of customer interactions and transactions, and prepare reports for internal review and compliance.
• Regulatory Compliance: Ensure all interactions comply with banking regulations and security protocols to protect sensitive information.
• Team Collaboration: Work closely with cross-functional teams to meet targets and resolve challenges efficiently.

Why Lloyds Banking Group

Join us and, as well as making a difference to customers, you’ll enjoy a fulfilling career where you’re free to be yourself. Great colleagues, transforming workspaces, hybrid working and a wide variety of career opportunities – you’ll find them all here.

What you’ll need

• Customer Focus: Proven track record in delivering exceptional customer service in a Telephony environment.
• Previous Experience: A Financial Services Background
• Operational Excellence: Strong attention to detail and ability to work under pressure in a regulated environment.
• Learning Agility: Quick adaptation to complex financial systems and concepts, with hands‑on experience in logging and completing transfers.
• Technical Proficiency: Familiarity with tools like Excel, PowerPoint, and internal systems used for automation and reporting.

About working for us

Our focus is to ensure we're inclusive every day, building an organisation that reflects modern society and celebrates diversity in all its forms.

We want our people to feel that they belong and can be their best, regardless of background, identity or culture.

We were one of the first major organisations to set goals on diversity in senior roles, create a menopause health package, and a dedicated Working with Cancer initiative.

And it’s why we especially welcome applications from under‑represented groups.

We’re disability confident. So if you’d like reasonable adjustments to be made to our recruitment processes, just let us know.

Benefits

• A generous pension contribution of up to 15%
• An annual performance‑related bonus
• Share schemes including free shares
• Benefits you can adapt to your lifestyle, such as discounted shopping
• 22 days’ holiday, with bank holidays on top
• A range of wellbeing initiatives and generous parental leave policies

If you’re excited by the thought of becoming part of our team, get in touch. We’d love to hear from you.

Please note our roles can generate a considerable amount of interest and can close early so don't miss out on this opportunity to apply today.

At Lloyds Banking Group, we're driven by a clear purpose; to help Britain prosper. Across the Group, our colleagues are focused on making a difference to customers, businesses and communities. With us you'll have a key role to play in shaping the financial services of the future, whilst the scale and reach of our Group means you'll have many opportunities to learn, grow and develop.

We keep your data safe. So, we'll only ever ask you to provide confidential or sensitive information once you have formally been invited along to an interview or accepted a verbal offer to join us which is when we run our background checks. We'll always explain what we need and why, with any request coming from a trusted Lloyds Banking Group person.

We're focused on creating a values‑led culture and are committed to building a workforce which reflects the diversity of the customers and communities we serve. Together we’re building a truly inclusive workplace where all of our colleagues have the opportunity to make a real difference.