Financial Services Administrator​/Transfers Case Handler - ISA​/GIA

Title

Financial Services Administrator/Transfers Case Handler

Manchester

£28,300

Monday 10 August 2026 or Monday 17 August 2026

We are recruiting for Transfers Case Handlers to join our Operations team. The role is responsible for the effective processing of tasks within the ISAGIA Transfers department. This includes settlements, transfers, account to account transactions and general customer queries. As a financially regulated company, it is important our colleagues ensure accurate adherence to the department's policies, procedures and regulatory responsibilities. This role will include building good relationships with customers, internal departments and external stakeholders while enabling the opportunity to develop your career within a market‑leading company.

For advertising purposes, we call this role a Financial Services Administrator but internally at ii, the role is called a Transfers Case Handler.

• Provide outstanding customer service to meet the requirements of both internal and external customers.
• Make customer contact via phone, email, or letter to enable straight‑through processing where appropriate.
• Timely and accurate processing of all customer documents and returned queries to ensure that customer's needs are met.
• Adhere 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 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 and 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.

• Group Personal Pension Plan - 8% employer contribution and 4% employee contribution
• Life Assurance and Group Income Protection
• Private Medical Insurance
  - Provided by Bupa
• 25 Days Annual Leave, plus bank holidays
• Staff Discounts on our investment products
• Personal & Well-being Fund
  - Supporting your physical and mental wellness
• Retail Discounts
  - Savings at a wide range of high street and online retailers
• Voluntary Flexible Benefits
  - Tailor your benefits to suit your lifestyle