Operations QA Administrator- Client cash

Companyinteractive investor

LocationLeeds, England, United Kingdom

Posted At11/28/2025

UK Visa Sponsorship Analytics

Analytics are greyed out due to low classification confidence (57.0%).

Occupation Type

Other administrative occupations not elsewhere classified.

Occupation Code Skill LevelMedium Skilled

Sponsorship EligibilityIneligible for Sponsorship

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Description

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 ROLE:

The role is responsible for performing key task validation, authorisation and quality assurance, as well as the administration and oversight of key controls.

The role individual is required to utilise subject matter expertise to resolve complex client and employee queries, identify operational efficiencies and best practice opportunities, and initiate action to maintain compliance in the face of a continually changing regulatory environment.

Requirements

KEY ACCOUNTABILITIES:

To perform live task validation and authorisation for payments in and out, as well as retrospective quality assurance
To administer and maintain oversight of key departmental controls
To perform task processing within the department when called upon, including fee processing and FX
To ensure that procedures are up to date and provide technical coaching in regards to revised procedures, systems enhancements or regulatory changes impacting the department
Use subject matter expertise to resolve complex or escalated queries ensuring positive client and employee experiences
To perform departmental testing when called upon
To identify opportunities for process improvements within the department which could increase process efficiency and enhance client experience
Treat clients fairly at all times
Maintain the first line of compliance 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
Maintain the first line of defence by operating risk controls assigned to the individual

Use the training and competence scheme to maintain the appropriate knowledge, skills and expertise to carry out the role competently

Ensure risks and issues are identified and escalated appropriately to ensure corrective preventative actions are implemented and are sustainable and address the root cause

Requirements

SKILLS & EXPERIENCE REQUIRED:

Detailed knowledge of departmental processes and purpose both from a ii perspective and from an industry perspective
Detailed understanding of internal systems utilised within the department and how they impact the client journey
Ability to use initiative to creatively resolve issues and find solutions
Ability to influence stakeholders and negotiate where necessary
Strong communication skills
Coaching and mentoring skills
Prioritising and managing own workload in accordance with assigned priorities
Ability to adapt to a changing environment
Capability to think clearly and creatively in delivering operational change in line with a defined strategy/vision
MS Office Skills

Knowledge of the business objectives products and processes

Know the Financial Services Sector - specifically Wealth Management

Know the regulatory environment and associated risks that require managing

Understanding of Investment products; characteristics and applications

Understand the principles of Treating Customers Fairly

Understand the principles of Training and Competence

Understand the key drivers of Client Loyalty within a retail environment

Personal Attributes:

STRAIGHT TALKING | MOVING WITH SPEED | OWNING THE OUTCOME

Clear communicator

Strong team player

Demonstrated passion and drive for delivering the best outcome

Moving with speed - delivering faster and better

Decisive and takes ownership of outcomes

Not afraid to challenge and be open to challenges

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 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