Savings Administrator

Basingstoke , United Kingdom
full-time

AI overview

Take on a varied administrative role providing key support to customers in savings operations while ensuring compliance with FCA and PRA regulations.

The opportunity

We have an opportunity for an Administrator to join us on the exciting and rewarding path we are taking here at Castle Trust Bank. We pride ourselves in being a fintech challenger bank, providing specialist property mortgages, retail finance lending and savings accounts to a variety of customers.

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 we are looking for in you….

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. 

What’s in it for you…

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! 

Castle Trust Bank is an equal opportunity employer where we celebrate diversity and are committed to creating an inclusive environment for all our colleagues to thrive. We welcome applications from all and will not discriminate against any status/characteristic protected by law and will always base our decisions on merit.

We are proud to support people with disabilities and are committed to be a Disability Confident employer. If you are a person with a disability and meet the minimum criteria for the role you will be offered an interview. Should you require any reasonable adjustment to support you in your application for one of our opportunities, please contact [email protected]

Check out our careers page: https://www.castletrust.co.uk/careers/who-we-are   

Perks & Benefits Extracted with AI

  • Health Insurance: We offer healthcare benefits through Equipsme.
  • Season ticket travel loans: We also offer season ticket travel loans (if applicable).
  • Paid Time Off: 25 days annual leave (plus bank holidays on top) with the option to buy/sell up to 5 additional days.

The journey so farCastle Trust Bank was launched as 'Castle Trust' in October 2012 with backing from leading US private equity firm J.C. Flowers & Co., initially offering investment products and specialist mortgage finance. J.C. Flowers & Co. continue to be Castle Trust Bank's principal shareholder to this day.As the business grew, it expanded its operations with the acquisition of Omni Capital Retail Finance in 2017, adding point of sale finance to its range of services.Recognising an opportunity to develop the business further, Castle Trust began working on its application for a banking licence in 2018. Following a scheme of arrangement, customers voted by an overwhelming majority to convert their investments into savings, giving Castle Trust their support to become a bank.In June 2020, Castle Trust became a fully authorised bank and changed its name to Castle Trust Bank. At the same time, the bank began offering customers approaching maturity the option to reinvest into a new savings account.With offices in the City of London and Basingstoke, Castle Trust Bank serves over 200,000 customers across its savings, specialist finance and retail finance arms. We put customers first We are forward thinking We take professional pride We achieve together We are open and transparent Where you’ll be working Our head office in the City of London is home to our technology, finance, marketing, risk, treasury, and legal teams. We are a short walk from Bank and Liverpool Street tube stations. We have a larger operations centre based in Basingstoke, where our customer services, lending, HR, additional marketing and technology, underwriting, finance and compliance teams reside. Our Basingstoke office is also a short distance from the train and bus stations.What we have to offer: We have ambitious plans and we're always looking for remarkable people to join our talented teams. As well as a competitive base salary we can offer you: Vitality at Work which includes 24-hour GP access, gym discounts, talking therapies and much more Perkbox - an employee engagement platform with perks, discounts and benefits including free mobile phone insurance and gym memberships discounts include ASOS, M&S, EE and free coffee! Life Insurance Contributory Pension Scheme 25 days holiday entitlement Season Ticket Loans, Eye Tests Recognition Schemes Social, Charity and team events Discretionary Bonus You can keep up to date with company news, vacancies and what it's like to work here by following our LinkedIn page.

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Salary
£23,810 per year
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