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Financial Services Administrator | Financial Service Representative in Accounting & Finance Jo1

ThreePeople

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Financial Services Administrator

Description:

Financial Services Administrator / ISA Transfer Specialist for multi-award-winning online saving and investment service. Cardiff £27,000 to £30,000 p.a. + benefitsFinancial Services Administrator Cardiff £27,000 to £30,000 p.a. + benefitsOpportunity for ISA Transfer Specialist to join multi-award-winning online saving and investment service.Hybrid role – working from the Penarth based office at least 1 day per weekThe Role As ISA Transfer Specialist / Financial Services Administrator, you will be responsible for delivering the best possible service to customers whilst helping teammates. Responsibilities include: Complete all aspects of ISA transfers administration for both In’s and OutsCommunicate with old and new plan managersManage any controls and risks presented on a daily basisWork with customer care team to service any customer queriesWork with third party providersBe aware of and work to company and industry SLA’s The CompanyOur client is an ambitious, multi-award-winning, online saving and investing service. Based in Cardiff, Wales, they want to inspire anyone to build their future wealth, by making it easy for people to do more with their money. The team is engaging, inquisitive, and inclusive, reflecting many different backgrounds and beliefs. They’re growing rapidly and are looking for talented, purpose-driven people who want to use and develop their skills to deliver an awesome experience to customers.The PersonAs Financial Services Administrator / ISA Transfer Specialist you will have experience in a similar operational role. You will also need: Experience and knowledge of the ISA Transfers rules and guidelinesConfidence to challenge processes and suggest improvementsStrong communication skills when speaking with internal or external customersExperience in pension administration such as pension transfers would be beneficial If you wish to be considered for the role of ISA Transfer Specialist / Financial Services Administrator, please forward your CV quoting reference 240547LWE REGRET WE CAN ONLY ACCEPT APPLICATIONS FROM PERSONS AUTHORISED TO WORK WITHIN THE UKApplications are invited with experience in: ISA transfer administrator financial services administrator pensions investments administration
Company:
Threepeople
Posted:
June 20 on Careers4a
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More About this Listing: Financial Services Administrator
Financial Services Administrator is a Accounting & Finance Financial Service Representative Job at Threepeople located in United Kingdom. Find other listings like Financial Services Administrator by searching Oodle for Accounting & Finance Financial Service Representative Jobs.