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Cash ISA Transfers Analyst

Chip · Shoreditch

New
Hybrid 31,500 GBP/year 🇬🇧 English
Google Sheets Microsoft Excel

Job description

About the role

You will join Chip's Cash ISA Transfers team, ensuring a smooth, stress‑free experience for customers moving their money. The role involves monitoring, processing and troubleshooting transfer requests while acting as a bridge between users, the platform and external providers.

Key responsibilities

  • Manage end‑to‑end daily processing of Cash ISA transfers, meeting internal SLAs.
  • Liaise with third‑party ISA managers to chase pending transfers, resolve discrepancies and unblock delays.
  • Serve as escalation point for customer queries on ISA transfers, providing clear and timely updates.
  • Ensure compliance with internal policies and HMRC ISA regulations.
  • Investigate edge cases, broken flows or missing funds and own the resolution until the customer is satisfied.

Required profile

  • Meticulous attention to detail when handling customers' money.
  • Analytical mindset with strong numeracy and problem‑solving abilities.
  • Excellent written and verbal communication for daily interaction with external financial institutions.
  • Adaptable fast learner able to multitask in a fast‑paced environment.
  • Customer‑centric with a genuine passion for delivering seamless experiences.

Required skills

  • Proficiency in Google Sheets or Microsoft Excel.

What we offer

  • £31,500 per annum salary plus discretionary performance‑related bonus.
  • Workplace pension with 5% employer contribution.
  • Private medical insurance, employee assistance programme and fitness benefit.
  • Hybrid working model (Shoreditch office and remote).
  • 28 days holiday plus bank holidays and additional days between Christmas and New Year.
  • Company laptop, free ChipX subscription and cycle‑to‑work scheme.

Questions fréquentes

Le salaire proposé pour ce poste est de 32k GBP par an. Le détail figure dans l'annonce.
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Published 17 hours ago

Expires 1 month from now

4 views · 0 interested

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Chip

Shoreditch