Savings Administrator - 12 month Fixed Term Contract

Castle Trust Bank; Basingstoke; On-site; GBP 25,000 - 32,000; Full time

Benefits offered by this job

Competitive salary

Performance bonus

Life Assurance

25 days’ holiday

Private healthcare

Gym discounts

Season ticket travel loans

Volunteering day

Job summary

Castle Trust Bank is seeking a Savings Administrator to join our Savings Operations team on a 12-month Fixed Term Contract. Based in Basingstoke, the role is office-based, five days a week, and focuses on accurate administration and delivering exceptional customer service.

You will handle account opening, ISA processing, maturities, transfers and customer queries, ensuring regulatory compliance and a positive experience for savers.

Qualifications

• Significant experience working within an administration environment.
• Excellent communication skills, both written and verbal.
• A genuine passion for delivering outstanding customer service.
• Strong attention to detail and a high level of accuracy.
• A proactive approach to completing tasks and solving problems.
• Ability to adapt positively to change and support continuous improvement initiatives.

Responsibilities

• Processing savings administration tasks including account opening, customer onboarding, ISA processing, maturity and end-of-term activities, estate management and customer queries.
• Managing ISA transfers and liaising with ISA plan managers to ensure transfers are completed within regulatory timeframes.
• Handling customer enquiries through written correspondence and telephone contact where required.
• Delivering excellent customer service and acting as a positive ambassador for the Castle Trust Bank brand.
• Supporting process control reporting and operational oversight activities.
• Reviewing and updating operational procedures to ensure they remain accurate and effective.
• Ensuring compliance with regulatory requirements including BCOBS, GDPR, DISP and Treating Customers Fairly (TCF).

Skills

Administration experience

Communication skills

Attention to detail

Customer service

Proactive attitude

Adaptability

Tools

Microsoft Office

Job description

Savings Administrator – 12 month Fixed Term Contract

“Help Customers Save With Confidence”

At Castle Trust Bank, we know that great customer experiences are built on efficient processes, attention to detail and exceptional service. Our Savings Operations team plays a vital role in supporting our customers throughout their savings journey, ensuring every account is managed accurately, compliantly and with care.

This role is based in Basingstoke working 5 days a week in the office.

This role and what you’ll lead and deliver:

We're looking for a Savings Administrator to join our growing Operations team on a 12-month Fixed Term Contract . This is an excellent opportunity for someone with administrative experience who enjoys delivering outstanding customer service, working with accuracy and making a real difference behind the scenes.

As a key member of our Savings Operations team, you'll be responsible for supporting our savings customers through a wide range of administration activities, ensuring an excellent experience at every stage.

Key responsibilities include:

• Processing savings administration tasks including account opening, customer onboarding, ISA processing, maturity and end-of-term activities, estate management and customer queries.
• Managing ISA transfers and liaising with ISA plan managers to ensure transfers are completed within regulatory timeframes.
• Handling customer enquiries through written correspondence and telephone contact where required.
• Delivering excellent customer service and acting as a positive ambassador for the Castle Trust Bank brand.
• Supporting process control reporting and operational oversight activities.
• Reviewing and updating operational procedures to ensure they remain accurate and effective.
• Ensuring compliance with regulatory requirements including BCOBS, GDPR, DISP and Treating Customers Fairly (TCF).

What you’ll bring:

Essential

• Significant experience working within an administration environment.
• Excellent communication skills, both written and verbal.
• A genuine passion for delivering outstanding customer service.
• Strong attention to detail and a high level of accuracy.
• A proactive approach to completing tasks and solving problems.
• The ability to adapt positively to change and support continuous improvement initiatives.

Desirable

• Proven experience working within Financial Services.
• Good working knowledge of Microsoft Office applications.

Why join Castle Trust Bank?

• Competitive salary
• Performance bonus (based on individual and company performance)
• Generous contributory pension through Hargreaves Lansdown
• Life Assurance
• 25 days’ holiday + option to buy/sell 5 days
• Additional paid volunteering day
• Private healthcare through Equipsme (includes cash back for Dental and Optical treatment)
• Free access to BHSF Rise EAP to support colleague health and wellbeing
• Gym discounts
• Season ticket travel loans (if applicable)
• A supportive, inclusive culture where your work has real impact

Castle Trust Bank is an equal opportunity employer where we celebrate diversity and are committed to creating an inclusive environment for all our colleagues to thrive. We welcome applications from all and will not discriminate against any status/characteristic protected by law and will always base our decisions on merit.

We are proud to support people with disabilities and are committed to be a Disability Confident employer. If you are a person with a disability and meet the minimum criteria for the role you will be offered an interview. Should you require any reasonable adjustment to support you in your application for one of our opportunities, please contact [e-mail]

https://www.castletrust.co.uk/careers/who-we-are