Cash ISA Transfers Analyst
Chip · Shoreditch
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.
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Published 1 hour ago
Expires 1 month from now
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Chip
Shoreditch