Manchester, England, United Kingdom · Hybrid
Title: Financial Services Administrator/Transfers Case Handler Location: Manchester 3 days in office, 2 days remote Salary: £28,300 Who we are: interactive investor is an award-winning investment platform that puts its c…
Skills: Customer Service, Administration, Pension Transfers, Data Accuracy, Regulatory Compliance
Manchester, England, United Kingdom · Hybrid
Title: Financial Services Administrator/Transfers Case Handler Location: Hybrid, 3 days a week in Manchester/ 2 day remote Salary: £28,300 WHO WE ARE: interactive investor is an award-winning investment platform that put…
Skills: Customer Service, Pension Transfers, Data Accuracy, Regulatory Compliance, Administration
Manchester, England, United Kingdom · Hybrid
Title: Team Manager - Pension Transfers Location: Hybrid, 3 days a week in Manchester Salary: From £36,000 WHO WE ARE: interactive investor is an award-winning investment platform that puts its customers in control of th…
Skills: Team Management, Pension Transfers, Operational Leadership, Coaching, Performance Management
Manchester, England, United Kingdom · Hybrid
Title: Senior Performance Marketing Analyst Location: Hybrid – Manchester 3 days on site per week, 2 days remote Salary: From £41,510 Who we are: interactive investor is an award-winning investment platform that puts its…
Skills: Performance Marketing, Data Analysis, Paid Media Optimization, Digital Campaign Diagnostics, Search Marketing
Leeds, England, United Kingdom · Hybrid
$50k/yr
Title: Data Automations Manager Location: Hybrid – Manchester, Leeds, OR London, 3 days on site per week, 2 days remote. Salary: From £50,000 Who we are: interactive investor is an award-winning investment platform that …
Skills: Salesforce Marketing Cloud, Journey Builder, SQL, Data Cloud, Personalization
London, England, United Kingdom · Hybrid
$50k/yr
Title: Data Automations Manager Location: Hybrid – Manchester, Leeds, OR London, 3 days on site per week, 2 days remote. Salary: From £50,000 Who we are: interactive investor is an award-winning investment platform that …
Skills: Salesforce Marketing Cloud, Journey Builder, SQL, Data Cloud, Personalization
Manchester, England, United Kingdom · Hybrid
Title: Data Automations Manager Location: Hybrid – Manchester, Leeds, OR London, 3 days on site per week, 2 days remote. Salary: From £50,000 Who we are: interactive investor is an award-winning investment platform that …
Skills: Salesforce Marketing Cloud, SQL, Data Automation, Journey Builder, Data Cloud
Leeds, England, United Kingdom · Hybrid
$33k/yr
Title: Data Analyst Location: Hybrid, 3 days a week in Manchester/Leeds, 2 day remote Salary: From £33,000 WHO WE ARE: interactive investor is an award-winning investment platform that puts its customers in control of th…
Skills: SQL, Python, Power BI, Snowflake, Google Analytics
Manchester, England, United Kingdom · Hybrid
$33k/yr
Title: Data Analyst Location: Hybrid, 3 days a week in Manchester, 2 day remote Salary: From £33,000 WHO WE ARE: interactive investor is an award-winning investment platform that puts its customers in control of their fi…
Skills: SQL, Python, Power BI, Snowflake, Google Analytics
Manchester, England, United Kingdom · Hybrid
Title: Operations Specialist - ISA/GIA Transfers Location: Hybrid – 3 days a week in Manchester Salary: From: £32,000 Who we are: interactive investor is an award-winning investment platform that puts its customers in co…
Skills: Task Validation, Quality Assurance, Risk Management, CASS Compliance, Root Cause Analysis
Manchester, England, United Kingdom · Hybrid
$38k/yr
Title: UI Designer (Design System) Location: Manchester 3 days in office, 2 days remote Salary: From £37,910 Who we are: interactive investor is an award-winning investment platform that puts its customers in control of …
Skills: UI Design, Design Systems, Figma, Responsive Design, Component Libraries
Manchester, England, United Kingdom · Hybrid
Title: UX Research Operations Specialist Location: Manchester 3 days in office, 2 days remote Salary: From £42,230 Who we are: interactive investor is an award-winning investment platform that puts its customers in contr…
Skills: UX Research Operations, Participant Management, Governance & Compliance, Tooling Optimization, Stakeholder Management
Manchester, England, United Kingdom · Hybrid
Title: UX Research Operations Specialist Location: Manchester 3 days in office, 2 days remote Salary: From £42,230 Who we are: interactive investor is an award-winning investment platform that puts its customers in contr…
Skills: UX Research Operations, Participant Management, Governance & Compliance, Stakeholder Management, Tooling Optimization
Manchester, England, United Kingdom • Hybrid
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The role involves processing pension transfers, settlements, and account transactions while maintaining high accuracy and regulatory compliance. You will also provide outstanding customer service by managing queries via phone, email, and letter.
Candidates must be capable of delivering efficient, high-quality service while adhering to strict FCA regulatory standards. The role requires strong administrative skills and the ability to work collaboratively within a team environment.
Title: Financial Services Administrator/Transfers Case Handler
Location: Manchester 3 days in office, 2 days remote
Salary: £28,300
Who we are:
interactive investor is an award-winning investment platform that puts its customers in control of their financial future.
We’ve been helping investors for nearly 30 years. We’ve seen market highs and lows and been resilient throughout. We’re now the UK’s number one flat-fee investment platform, with assets under administration approaching £80 billion and over 500,000 customers.
For a simple, flat monthly fee we provide a secure home for your pensions, ISAs and investments. We offer a wide choice of over 20,000 UK and international investment options, including shares, funds, trusts and ETFs.
We also bring impartial, expert content from our award-winning financial journalists, highly engaged community of investors, and daily newsletters and insights.
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.
Please note:
The job title if successful for the role is a Transfers Case Handler - Pension Transfers in
The salary for this role will be £28.300 per annum.
The start date for this role will be Monday 21st September 2026.
Please Note: We will do our utmost efforts to respond to all applicants. However, due to the high volume of applications we're currently receiving, if you haven't been contacted within 30 days of application, please consider unsuccessful.
interactive investor operates in accordance with the UK Equality Act 2010. We welcome applications from individuals of all ages, disabilities, gender identities, marital status, pregnancy/maternity, race, religion or belief, sex, and sexual orientation. We are committed to treating all applicants fairly and making reasonable adjustments where needed to support disabled applicants. We actively prevent all forms of discrimination, harassment, and victimisation—whether direct, indirect, associative, or perceptive.
The award-winning investment platform that helps you take control of your financial future.
interactive investor (ii) has been helping people keep the money they make for over 30 years. For a low, flat monthly fee, you get a secure home for your Stocks & Shares ISA, Personal Pension, and Trading Account, along with one of the widest ranges of investments on the market and a wealth of expert insight. That’s why more than half a million investors trust ii with £80 billion, making us the UK’s second-largest investment platform. With offices in Manchester, Leeds, and London, we employ more than 1000 people. Discover more about us: www.ii.co.uk
Offices: 201 Deansgate, Manchester, Greater Manchester M3 3NW, GB · 164 Bishopsgate, London, England, GB · Exchange Court, Leeds, Yorkshire LS1 4AX, GB
The award-winning investment platform that helps you take control of your financial future.
interactive investor (ii) has been helping people keep the money they make for over 30 years. For a low, flat monthly fee, you get a secure home for your Stocks & Shares ISA, Personal Pension, and Trading Account, along with one of the widest ranges of investments on the market and a wealth of expert insight. That’s why more than half a million investors trust ii with £80 billion, making us the UK’s second-largest investment platform. With offices in Manchester, Leeds, and London, we employ more than 1000 people. Discover more about us: www.ii.co.uk
Offices: 201 Deansgate, Manchester, Greater Manchester M3 3NW, GB · 164 Bishopsgate, London, England, GB · Exchange Court, Leeds, Yorkshire LS1 4AX, GB
