Financial Services Administrator/Transfers Case Handler
Manchester, United Kingdom Hybrid
£28,300 a yearJobFig found this opening at its original source and checks that it remains available.
About the role
We are recruiting for Transfers Case Handlers to join our Pension Transfers in team. The role is responsible for the effective processing of tasks within the Pension Transfers department. This includes but is not confined to; Settlements, Transfers, Account to Account Transactions and general customer queries. As a financially regulated company, it is important our colleagues ensure there is accurate adherence to the departments policies, procedures and regulatory responsibilities. This role will include building good relationships with Customers, internal departments and external stakeholder whilst enabling you to have the opportunity to develop your career within a market leading company. The start date for this role will be Monday 21st September 2026.
What you'll bring
- Provide outstanding customer service to meet the requirements of both internal and external customers
- Timely and accurate processing of all customer documents and returned queries to ensure that customer’s needs are met
- Adherence to the regulations that apply to the area that you are working in
- Responsible for the processing of all departmental administration tasks, with a high degree of accuracy
- Escalate any unresolved issues to the Specialists providing them with enough information to investigate the issue
- Continually and appropriately challenge policy, processes and procedures, recommending improvements to increase efficiency and improve quality
- Work as part of a team, supporting colleagues and promoting a positive work environment & team spirit.
- Confident in delivering an efficient, consistent and high-quality service to our customers at every interaction.
- Ability to move between tasks and departments as business needs require
- Maintain the organisation’s first line of 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.
- Make informed risk decisions and effectively and credibly debate and challenge management recommendations within your role in line with the approved Risk Management Framework
- Life Assurance and Group Income Protection