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Financial Services Administrator/Transfers Case Handler
interactive investorManchester, England, United Kingdom
Not disclosed
Salary
Not disclosed by employer
£41,700
Going rate
Skilled Worker going rate
This role may qualify for a Skilled Worker visa
SOC 4129 is an eligible occupation, but we classified this role with low confidence (58% match). If the code is right — and interactive investor is a licensed sponsor — it should qualify, but double-check the occupation eligibility rules against the actual role.
About the role
Title: Financial Services Administrator/Transfers Case Handler
Location: Manchester 3 days in office, 2 days remote
Salary: £28,300
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 £80 billion and over 500,000 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 ROLE:
We are recruiting for Transfers Case Handlers to join our Pension Transfers in team. The role is responsible for the effective processing of tasks within the Pension Transfers department. This includes but is not confined to; Settlements, Transfers, Account to Account Transactions and general customer queries. As a financially regulated company, it is important our colleagues ensure there is accurate adherence to the departments policies, procedures and regulatory responsibilities. This role will include building good relationships with Customers, internal departments and external stakeholder whilst enabling you to have the opportunity to develop your career within a market leading company.
Please note:
The job title if successful for the role is a Transfers Case Handler - Pension Transfers in
The salary for this role will be £28.300 per annum.
The start date for this role will be Monday 21st September 2026.
Requirements
Location: Manchester 3 days in office, 2 days remote
Salary: £28,300
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 £80 billion and over 500,000 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 ROLE:
We are recruiting for Transfers Case Handlers to join our Pension Transfers in team. The role is responsible for the effective processing of tasks within the Pension Transfers department. This includes but is not confined to; Settlements, Transfers, Account to Account Transactions and general customer queries. As a financially regulated company, it is important our colleagues ensure there is accurate adherence to the departments policies, procedures and regulatory responsibilities. This role will include building good relationships with Customers, internal departments and external stakeholder whilst enabling you to have the opportunity to develop your career within a market leading company.
Please note:
The job title if successful for the role is a Transfers Case Handler - Pension Transfers in
The salary for this role will be £28.300 per annum.
The start date for this role will be Monday 21st September 2026.
Requirements
- Provide outstanding customer service to meet the requirements of both internal and external customers
- Make customer contact via phone, email /letter to enable straight through processing, where appropriate
- Timely and accurate processing of all customer documents and returned queries to ensure that customer's needs are met
- Adherence to the regulations that apply to the area that you are working in
- Responsible for the processing of all departmental administration tasks, with a high degree of accuracy
- Escalate any unresolved issues to the Specialists providing them with enough information to investigate the issue
- Continually and appropriately challenge policy, processes and procedures, recommending improvements to increase efficiency and improve quality
- 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 at every interaction
- Ability to move between tasks and departments as business needs require
- Maintain the organisation's first line of defence by ensuring individual 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
- 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
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 sexual 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.
This description is the source posting as it read when we added it. We are not affiliated with interactive investor, so check their own site for the current details.
Where this offer sits in the market
SOC 4129 · UK · ONS ASHE 2025 · ~79k in sampleP25 £26kP75 £35k
£24kmedian £29kgoing rate £42k
Similar sponsored roles
See all jobsNo close matches live right now.
Browse more sponsored jobs at interactive investorAbout sponsorship for this role
Does this job guarantee visa sponsorship?
Not necessarily. interactive investor holds a sponsor licence, but sponsorship for a specific hire is always the employer's decision. Be upfront in your application that you'll require it.
What salary is needed for this role to be eligible?
The offer must clear both the general threshold and the SOC 4129 going rate of £41,700. New-entrant and shortage discounts can lower it.