Job Description
About the job
Wealthify – ISA Administrator
Wealthify is an ambitious, multi-award-winning online investment company located in Penarth, Wales. We are here to inspire anyone to build their future wealth, and we do this by making investing easy, affordable, and accessible.
We want to inspire as many people to invest as possible. We are looking to hire talented people who are purpose driven and want to use and develop their skills to deliver an awesome experience to our customers.
And if that sounds like you, why not read more below?
The Role
Wealthify are ambitious with our growth plans and are looking to expand the ISA and JISA Transfers team to accommodate that. The team is currently going through a lot of change, resulting in introducing new processes and streamlining the ones already in place.
We are looking for somebody to help us in our journey in delivering the best possible service to our customers whilst helping existing teammates.
The Transfer’s team is part of a wider operational team and so there will be opportunity to cross train as you grow in the business.
Key expectations of your day to day role are listed below:
1. Complete all aspects of ISA transfers administrat...