Savings Administrator – 12 month Fixed Term Contract – Basingstoke

Castle Trust Group; Basingstoke; On-site; GBP 22,000 - 30,000; Full time

Benefits offered by this job

Competitive salary

Performance bonus

Pension through HL

Life Assurance

25 days holiday + 5 to buy/sell

Volunteering day

Private healthcare

EAP (health & wellbeing)

Gym discounts

Season ticket loans

Inclusive culture

Job summary

Castle Trust Bank in Basingstoke is hiring a Savings Administrator on a 12-month fixed-term contract to support our Savings Operations team. You will handle a range of administration tasks for savings customers, ensuring accurate, compliant processing and a positive customer experience.

The role requires strong attention to detail, excellent communication, and a proactive approach to problem solving. Experience in financial services and MS Office is desirable, with a commitment to regulatory

Qualifications

• Significant experience working within an administration environment.
• Excellent written and verbal communication skills.
• Passion for delivering outstanding customer service with accuracy.
• Strong attention to detail and high level of accuracy.
• Proactive approach to tasks and problem solving.
• Ability to adapt to change and support continuous improvement.

Responsibilities

• Process savings administration tasks including account opening, onboarding, ISA processing, maturity and end-of-term activities, estate management and customer queries.
• Manage ISA transfers and liaise with plan managers to ensure timely regulatory transfers.
• Handle customer inquiries via written correspondence and phone where required.
• Deliver excellent customer service and act as a positive ambassador for the Castle Trust Bank brand.
• Support process control reporting and oversight activities.
• Review and update operational procedures to ensure accuracy and effectiveness.
• Ensure compliance with regulatory requirements including BCOBS, GDPR, DISP and TCF.

Skills

Administration experience

Communication skills

Customer service

Attention to detail

Problem solving

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