Financial Services Administrator/Transfers Case Handler

Location: Manchester, United Kingdom; hybrid schedule with 3 days in the office and 2 days remote

Salary: £28,300 per annum

Company

hirify.global is a UK investment platform providing pensions, ISAs, investments, investment options, financial content, and investor services to more than 500,000 customers.

What you will do

• Process pension settlements, transfers, account-to-account transactions, and related departmental administration.
• Handle customer queries and contact customers by phone, email, or letter to support straight-through processing.
• Process customer documents and returned queries accurately and within required timescales.
• Build effective relationships with customers, internal departments, and external stakeholders.
• Escalate unresolved issues to specialists with sufficient information for investigation.
• Identify improvements to policies, processes, and procedures to increase efficiency and quality.

Requirements

• Outstanding customer service skills for internal and external customers.
• High degree of accuracy when processing administrative tasks and customer documentation.
• Adherence to applicable financial regulations, departmental procedures, and FCA rules and guidance.
• Ability to make informed risk decisions and appropriately challenge management recommendations within the approved Risk Management Framework.
• Ability to move between tasks and departments as business needs require.
• Ability to work collaboratively while delivering consistent, efficient, and high-quality customer service.

Culture & Benefits

• Group Personal Pension Plan with an 8% employer contribution and 4% employee contribution.
• Life Assurance and Group Income Protection.
• Private Medical Insurance provided by Bupa.
• 25 days of annual leave plus bank holidays.
• Staff discounts on investment products, retail discounts, and flexible benefits.
• Personal and Well-being Fund supporting physical and mental wellness.