Financial Services Administrator (Fintech)

TL;DR

Financial Services Administrator (Fintech): Processing settlements, transfers, and account transactions within an investment platform with an accent on regulatory adherence and operational accuracy. Focus on maintaining compliance with FCA rules and managing complex customer cases.

Location: Hybrid (Manchester, UK)

Salary: £28,300

Company

An award-winning investment platform providing a secure home for pensions, ISAs, and investments with over £80 billion in assets under administration.

What you will do

• Process settlements, transfers, and account-to-account transactions within the ISAGIA Transfers department.
• Provide high-quality customer service via phone, email, and letter to ensure straight-through processing.
• Ensure strict adherence to department policies and FCA regulatory standards.
• Identify and recommend improvements to policies and procedures to increase efficiency and quality.
• Collaborate with internal departments and external stakeholders to resolve customer queries.
• Manage risk decisions and challenge management recommendations within the Risk Management Framework.

Requirements

• Location: Must be based in or be able to commute to Manchester, UK.
• Ability to deliver consistent, high-quality customer service at every interaction.
• High degree of accuracy in processing departmental administration tasks.
• Capacity to adapt and move between tasks and departments based on business needs.
• Commitment to maintaining the organization's first line of defence regarding regulatory standards.

Culture & Benefits

• Group Personal Pension Plan with 8% employer contribution.
• Private Medical Insurance provided by Bupa.
• 25 days annual leave plus bank holidays.
• Life Assurance and Group Income Protection.
• Staff discounts on investment products and various retail savings.
• Personal & Well-being Fund supporting physical and mental wellness.