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Financial Services Administrator
Job Summary
Advertiser
Salary / Rate
Posted
threepeople
£27,000 - £30,000
20th June 2024
Location
Start Date
Carmarthenshire
Type
Job Sector
Permanent
Financial Services & Insurance
Financial Services Administrator Cardiff £27,000 to £30,000 p.a. + benefits
Opportunity 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 week
The 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 Outs
Communicate with old and new plan managers
Manage any controls and risks presented on a daily basis
Work with customer care team to service any customer queries
Work with third party providers
Be aware of and work to company and industry SLA's
The Company
Our 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…
