Client Cash Administrator - Processor

Companyinteractive investor

LocationLeeds, England, United Kingdom

Posted At1/22/2026

UK Visa Sponsorship Analytics

Occupation Type

Bank and post office clerks

Occupation Code Skill LevelIneligible

Sponsorship EligibilityIneligible for Sponsorship

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Description

Title: Client Cash Administrator

Location: Hybrid - Leeds 3 days on site per week, 2 days remote

Salary: From £27,300

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 the role:

We are recruiting for an Operations Administrator to join our Operations team. This Operations Administrator role is responsible for the effective processing of tasks within the Operations department, this includes but not exhaustive to Cash, Settlements, Customer Accounts, Pensions, Transfers, Reconciliations and Corporate Actions. Ensuring accurate adherence to the departments policies, procedures and regulatory responsibilities.

This role will also include building good relationships with both internal departments and external stakeholders.

Responsibilities will include providing the highest quality service to our customers and answering queries from the Customer Services department and dealing with email/phone queries from customers that relate to Operational processes.

Requirements

KEY RESPONSIBILITIES:

Timely processing of tasks and queries, with a high degree of accuracy
Provide outstanding customer service to meet the requirements of both internal and external customers
Make customer contact via appropriate mediums to enable straight through processing, where appropriate
Adherence to the regulations that apply to the area that you are working in
Escalate identified risks and unresolved issues, providing accurate information to support the investigation
Ensure corrective or preventative actions are treated with priority
Continually and appropriately challenge policy, processes and procedures, recommending improvements to increase efficiency and improve quality
Be part of the departmental telephone query team to support all queries and requests from internal customers
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
Flexibility to move between tasks as business needs require
Maintain the organisation's first line of defence by ensuring adherence to business processes and procedures that are designed to meet the regulatory standards 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

Support the team with ensuring departmental procedures are up to date

Use the Training & Competence scheme to maintain the appropriate knowledge, skills and expertise to carry out your role

Provide Management Information, as and when required

Provide support as needed, in order to assist in delivering team objectives

SKILLS & EXPERIENCE REQUIRED:

Detailed knowledge of departmental processes and purpose
Detailed understanding of internal systems used within the department and how they impact the client journey
Ability to use initiative and problem-solving skills to creatively resolve issues and find solutions
Advanced communication skills - ability to build rapport with colleagues, customers and 3rd parties as required, across all communication channels. Sharing information in a clear and professional manner
Advanced enthusiasm and willingness to learn new tasks and pass on this knowledge through training, coaching and mentoring

Demonstrate the ability to prioritise and manage own workload in accordance with assigned priorities

Ability to adapt to a changing regulatory environment

Demonstrate flexibility, to move between different tasks and at short notice to support business requirements

Advanced ability to deal with high volumes of processing work and stay calm under pressure

Display emotional resilience when handling difficult situations, whilst always maintaining a high level of accuracy

Ability to think holistically and creatively in delivering operational change in line with a defined strategy/ vision

Knowledge of the business objectives, products and processes and consistently demonstrate ii values

High degree of PC literacy - navigate a broad range of internal systems, advanced knowledge of MS Office applications

Knowledge of the Financial Services Sector - specifically Wealth Management

Knowledge of the regulatory and legislative environment and associated risks that require managing

Understand FCA rules in particular CASS rules and the principles of Treating Customers Fairly

Understand the regulatory environment and associated risks that require managing

Knowledge of the Financial Services Sector - specifically Wealth Management

Use the Training & Competence scheme, to maintain the appropriate knowledge, skills and expertise to carry out the role competently, including the timely completion of all mandatory and recommended training

Minimum of 2 years' experience working within an administration environment

Benefits

Group Personal Pension Plan - 8% employer contribution and 4% employee contribution
Life Assurance and Group Income Protection
Private Medical Insurance - Provided by Bupa
25 Days Annual Leave, plus bank holidays
Staff Discounts on 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 UK Equality Act 2010. We welcome applications from individuals of all ages, disabilities, gender identities, marital status, pregnancy/maternity, race, religion or belief, sex, and se

xual 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.