Savings Administrator

Joining the Saving Operations team and reporting to our Savings Administration Team Leader, you will pay a key role in servicing our savings customers through completing a variety of administrative tasks associated with their accounts. From the opening of accounts and efficiently onboarding customers, through to estate management and ISA processing, this is a varied role where you will be involved in any administrative tasks and responding to customer enquiries in writing and by telephone, where required.

Considering the nature of our business, we are regulated by the FCA and PRA, which means that we need to ensure compliance with these regulatory obligations at all times, including Treating Customers Fairly. You will be involved with process control reporting and review operational procedures as required to ensure compliance with our regulatory requirements. You will play an important role in delivering a positive experience for our customers, providing excellent customer service and being a true representative of the Castle Trust Bank brand.

This is a full-time role, based in our Basingstoke office, hours are Monday to Friday, 09:00 to 17:30.

What is important to us is that you have proven experience working as an administrator, ideally within the financial services industry. Considering the nature of this role, if you have savings or investments product knowledge experience, this would be highly advantageous. It is also important that you have excellent communication skills, with a passion for delivering a first-class customer experience. The role is varied; therefore, you will need to be comfortable in prioritising your tasks effectively and completing them proactively. Our environment is constantly evolving; therefore, it is also important that you are comfortable with adapting to change.

What is equally important is that you are comfortable working well autonomously, as well as part of a team with the ability to pay meticulous attention to detail. You will need to be confident working with various computer systems; therefore it is desired that you have a good understanding of Microsoft Office products.

As well as a competitive salary (starting at £23,810 per annum), we offer an annual performance related bonus based on individual and company performance. In addition, a generous contributory pension scheme through Hargreaves Lansdown, life assurance, 25 days annual leave (plus bank holidays on top) with the option to buy/sell up to 5 additional days (terms apply). In addition, you will receive an extra day paid annual leave for Volunteering.

Wellbeing is also high on our agenda, and we offer healthcare benefits through Equipsme. In addition, all colleagues have free access to TELUS Health EAP to support their health and wellbeing. We also offer free eye test vouchers and discounted gym membership, and if that's not enough, we also offer season ticket travel loans (if applicable).

Caught your attention? If so, we'd love to talk to you and tell you more about what it's like to work at Castle Trust Bank - The Place To Work!