Social network you want to login/join with:
Client:
ThreePeople
Location:
Cardiff, United Kingdom
Job Category:
Finance
EU work permit required:
Yes
Job Reference:
f5be08c9220e
Job Views:
6
Posted:
05.05.2025
Expiry Date:
19.06.2025
Job Description:
This is a permanent position based in Cardiff, with job reference 240547L. The opportunity is for an ISA Transfer Specialist to join a multi-award-winning online savings and investment service. The role is hybrid, requiring at least 1 day per week in the Penarth office.
The Role
As an ISA Transfer Specialist / Financial Services Administrator, you will be responsible for delivering excellent service to customers and supporting teammates. Responsibilities include:
* Completing all aspects of ISA transfer administration for both inbound and outbound transfers
* Communicating with old and new plan managers
* Managing controls and risks daily
* Collaborating with the customer care team to address customer queries
* Working with third-party providers
* Adhering to company and industry SLA's
The Company
Our client is an ambitious, multi-award-winning online savings and investing service based in Cardiff, Wales. They aim to inspire individuals to build their future wealth by making financial management accessible and straightforward. The team is engaging, inquisitive, and inclusive, reflecting diverse backgrounds and beliefs. They are growing rapidly and seek talented, purpose-driven individuals to enhance customer experience.
The Person
Ideal candidates will have experience in a similar operational role, with knowledge of ISA transfer rules and guidelines. They should be confident in challenging processes and suggesting improvements, possess strong communication skills for internal and external interactions, and experience in pension administration such as pension transfers is beneficial. To apply, please send your CV quoting reference 240547L. Relevant experience includes ISA transfer administration, financial services administration, pensions, and investments administration.
#J-18808-Ljbffr