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Financial Services Administrator Cardiff 27,000 to 30,000 p.a. + benefits
Opportunity for ISA Transfer Specialist to join multi-award-winning online saving and investment service.
Hybrid role - working from the Penarth based office at least 1 day per week
The Role
As ISA Transfer Specialist / Financial Services Administrator, you will be responsible for delivering the best possible service to customers whilst helping teammates. Responsibilities include:
- Complete all aspects of ISA transfers administration for both In's and Outs
- Communicate with old and new plan managers
- Manage any controls and risks presented on a daily basis
- Work with customer care team to service any customer queries
- Work with third party providers
- Be aware of and work to company and industry SLA's
The Company
Our client is an ambitious, multi-award-winning, online saving and investing service. Based in Cardiff, Wales, they want to inspire anyone to build their future wealth, by making it easy for people to do more with their money.
The team is engaging, inquisitive, and inclusive, reflecting many different backgrounds and beliefs. They're growing rapidly and are looking for talented, purpose-driven people who want to use and develop their skills to deliver an awesome experience to customers.
The Person
As Financial Services Administrator / ISA Transfer Specialist you will have experience in a similar operational role. You will also need:
- Experience and knowledge of the ISA Transfers rules and guidelines
- Confidence to challenge processes and suggest improvements
- Strong communication skills when speaking with internal or external customers
- Experience in pension administration such as pension transfers would be beneficial
If you wish to be considered for the role of ISA Transfer Specialist / Financial Services Administrator, please forward your CV quoting reference (phone number removed)L
WE REGRET WE CAN ONLY ACCEPT APPLICATIONS FROM PERSONS AUTHORISED TO WORK WITHIN THE UK
Applications are invited with experience in: ISA transfer administrator financial services administrator pensions investments administration
