Savings Administrator – 12 month Fixed Term Contract“Help Customers Save With Confidence”At Castle Trust Bank, we know that great customer experiences are built on efficient processes, attention to detail and exceptional service. Our Savings Operations team plays a vital role in supporting our customers throughout their savings journey, ensuring every account is managed accurately, compliantly and with care.This role is based in Basingstoke working 5 days a week in the office.The role and what you’ll lead and deliver:We're looking for a Savings Administrator to join our growing Operations team on a 12-month Fixed Term Contract . This is an excellent opportunity for someone with administrative experience who enjoys delivering outstanding customer service, working with accuracy and making a real difference behind the scenes.As a key member of our Savings Operations team, you'll be responsible for supporting our savings customers through a wide range of administration activities, ensuring an excellent experience at every stage.Key responsibilities include:Processing savings administration tasks including account opening, customer onboarding, ISA processing, maturity and end-of-term activities, estate management and customer queries.Managing ISA transfers and liaising with ISA plan managers to ensure transfers are completed within regulatory timeframes.Handling customer enquiries through written correspondence and telephone contact where required.Delivering excellent customer service and acting as a positive ambassador for the Castle Trust Bank brand.Supporting process control reporting and operational oversight activities.Reviewing and updating operational procedures to ensure they remain accurate and effective.Ensuring compliance with regulatory requirements including BCOBS, GDPR, DISP and Treating Customers Fairly (TCF).What you’ll bring: EssentialSignificant experience working within an administration environment.Excellent communication skills, both written and verbal.A genuine passion for delivering outstanding customer service.Strong attention to detail and a high level of accuracy.A proactive approach to completing tasks and solving problems.The ability to adapt positively to change and support continuous improvement initiatives.DesirableProven experience working within Financial Services.Good working knowledge of Microsoft Office applications.Why join Castle Trust Bank?Competitive salaryPerformance bonus (based on individual and company performance)Generous contributory pension through Hargreaves LansdownLife Assurance25 days’ holiday + option to buy/sell 5 days Additional paid volunteering day Private healthcare through Equipsme (includes cash back for Dental and Optical treatment)Free access to BHSF Rise EAP to support colleague health and wellbeing Gym discountsSeason ticket travel loans (if applicable)A supportive, inclusive culture where your work has real impactCaught 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 talent@castletrust.co.ukhttps://www.castletrust.co.uk/careers/who-we-are
Savings Administrator – 12 month Fixed Term Contract
“Help Customers Save With Confidence”
At Castle Trust Bank, we know that great customer experiences are built on efficient processes, attention to detail and exceptional service. Our Savings Operations team plays a vital role in supporting our customers throughout their savings journey, ensuring every account is managed accurately, compliantly and with care.
This role is based in Basingstoke working 5 days a week in the office.
The role and what you’ll lead and deliver:
We're looking for a Savings Administrator to join our growing Operations team on a 12-month Fixed Term Contract . This is an excellent opportunity for someone with administrative experience who enjoys delivering outstanding customer service, working with accuracy and making a real difference behind the scenes.
As a key member of our Savings Operations team, you'll be responsible for supporting our savings customers through a wide range of administration activities, ensuring an excellent experience at every stage.
Key responsibilities include:
- Processing savings administration tasks including account opening, customer onboarding, ISA processing, maturity and end-of-term activities, estate management and customer queries.
- Managing ISA transfers and liaising with ISA plan managers to ensure transfers are completed within regulatory timeframes.
- Handling customer enquiries through written correspondence and telephone contact where required.
- Delivering excellent customer service and acting as a positive ambassador for the Castle Trust Bank brand.
- Supporting process control reporting and operational oversight activities.
- Reviewing and updating operational procedures to ensure they remain accurate and effective.
- Ensuring compliance with regulatory requirements including BCOBS, GDPR, DISP and Treating Customers Fairly (TCF).
What you’ll bring:
Essential
- Significant experience working within an administration environment.
- Excellent communication skills, both written and verbal.
- A genuine passion for delivering outstanding customer service.
- Strong attention to detail and a high level of accuracy.
- A proactive approach to completing tasks and solving problems.
- The ability to adapt positively to change and support continuous improvement initiatives.
Desirable
- Proven experience working within Financial Services.
- Good working knowledge of Microsoft Office applications.
Why join Castle Trust Bank?
- Competitive salary
- Performance bonus (based on individual and company performance)
- Generous contributory pension through Hargreaves Lansdown
- Life Assurance
- 25 days’ holiday + option to buy/sell 5 days
- Additional paid volunteering day
- Private healthcare through Equipsme (includes cash back for Dental and Optical treatment)
- Free access to BHSF Rise EAP to support colleague health and wellbeing
- Gym discounts
- Season ticket travel loans (if applicable)
- A supportive, inclusive culture where your work has real impact
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 talent@castletrust.co.uk
https://www.castletrust.co.uk/careers/who-we-are
Castle Trust Bank was launched as 'Castle Trust' in October 2012 initially offering investment products and specialist mortgage finance. As we grew, we expanded our operations with the acquisition of Omni Capital Retail Finance in 2017, adding point of sale finance to our range of services. We completed our conversion to become a fully authorised bank in June 2020, and continue to go from strength to strength. With just over 200 staff working from our offices in Basingstoke and the City of London, we serve over 200,000 customers across our savings, specialist finance and retail finance arms.Find out more about our products hereOur values
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
We have a large operations centre based in Basingstoke, where our Property, Savings and Omni operations teams are based. In addition, it is the home to the majority of our Shared Services teams including Technology, Marketing, HR, Finance, Compliance and Internal Audit. Our registered head office is in the City of London is home to our Risk, Treasury and Legal teams, as well as some of our Executive team. We are a short walk from Bank and Liverpool Street tube 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:
Annual bonus scheme
Vitality at Work
Employee Assistance Programme
Pension scheme
Life assurance
Season ticket loans
Corporate local gym memberships
Recognition schemes & long service awards
Eye test vouchers
Cycle to Work scheme
Electric Car Scheme (salary sacrifice)
Annual flu jabs
Perkbox benefits package
ESG Committee
Regular social activities and events through our ESG Committee
You can keep up to date with company news, vacancies and what it's like to work here by following our LinkedIn page.
Castle Trust Bank was launched as 'Castle Trust' in October 2012 initially offering investment products and specialist mortgage finance. As we grew, we expanded our operations with the acquisition of Omni Capital Retail Finance in 2017, adding point of sale finance to our range of services. We completed our conversion to become a fully authorised bank in June 2020, and continue to go from strength to strength.
With just over 200 staff working from our offices in Basingstoke and the City of London, we serve over 200,000 customers across our savings, specialist finance and retail finance arms.
Find out more about our products here
Our values
- 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
We have a large operations centre based in Basingstoke, where our Property, Savings and Omni operations teams are based. In addition, it is the home to the majority of our Shared Services teams including Technology, Marketing, HR, Finance, Compliance and Internal Audit. Our registered head office is in the City of London is home to our Risk, Treasury and Legal teams, as well as some of our Executive team. We are a short walk from Bank and Liverpool Street tube 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:
- Annual bonus scheme
- Vitality at Work
- Employee Assistance Programme
- Pension scheme
- Life assurance
- Season ticket loans
- Corporate local gym memberships
- Recognition schemes & long service awards
- Eye test vouchers
- Cycle to Work scheme
- Electric Car Scheme (salary sacrifice)
- Annual flu jabs
- Perkbox benefits package
- ESG Committee
- Regular social activities and events through our ESG Committee
You can keep up to date with company news, vacancies and what it's like to work here by following our LinkedIn page.
