Client Account Setup Analyst ISA

Insignis; Greater London; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A growing FinTech company in London is seeking a Client Account Set Up (ISA) Analyst to ensure smooth ISA transfers and contribute to process improvements. This role requires at least two years of operational experience in Financial Services, particularly with ISAs. Proficiency in CRM systems and Microsoft Excel is essential. The position offers a hybrid working pattern, combining office and remote work.

Benefits

25 days holiday

5% Pension Employer Contributions

Private medical insurance

Health cash Plan contributions

Enhanced Parental Leave

Cycle to Work Scheme

Monthly team lunches

Quarterly company socials

Qualifications

• Minimum two years in an operational role within Financial Services, specifically ISA.
• Experience with CRM systems and payments processes.
• High attention to detail and organizational skills.

Responsibilities

• Ensure accurate and efficient ISA account opening.
• Process all ISA transfers within deadlines.
• Liaise with stakeholders to facilitate smooth ISA transfers.

Skills

Operational role experience in Financial Services

Payments and banking processes knowledge

CRM systems proficiency (Salesforce)

Organizational skills

Microsoft Excel proficiency

Interpersonal skills

Job description

We are a growing FinTech company looking for a talented and enthusiastic individual to join our team. As we expand, this position offers the perfect opportunity to make a significant impact on our company’s growth and develop your role and career as the business evolves.

As a Client Account Set Up (ISA) Analyst, you'll be at the heart of our mission, ensuring smooth and efficient ISA transfers while contributing to process improvements. Be part of a team that values client-centric solutions and continuous development. This role sits within the Client Account Setup team and focuses on the processing ISA transfers and engaging with internal and external stakeholders to ensure an efficient and accurate transfer of ISAs from ISA Managers to Insignis.

• Accurate and efficient ISA account opening, paying close attention to detail to ensure all steps are followed.
• Process all ISA transfers in and out of Insignis within deadlines.
• Understand and manage the end-to-end transfer journey for our clients.
• Contribute to changing and improving processes.
• Using technical and soft skills to liaise and with collaborate with internal and external stakeholders as required.
• Oversee and ensure timely processing of payments related to ISAs.

We’d love to hear from you if:

• You have a minimum of two years in an operational role within Financial Serviceincluding ISA experience and knowledge.
• Experience of payments and banking processes
• Familiarity with CRM systems such as Salesforce and CRM.
• Excellent organizational skills to manage and prioritize workload across multiple workstreams.
• Proficiency in Microsoft Office, specifically Excel.
• You can work diligently, spot inefficiencies in processes and stretch into implementing positive change.
• High attention to detail and accuracy.
• A clear track record of strong interpersonal skills, both written and verbal.
• Ability to work independently and collaboratively in a team-oriented environment.
• You consistently deliver role model behaviours and a positive ‘can-do’ attitude.
• You're able to account for your work and feel comfortable working to SLA’S.

Nice To Have:

• Data protection and confidentiality awareness
• Familiarity with KYC and AML concepts is advantageous.
• Experience of working in a fast-paced environment, specifically within finance and/ or technology

Benefits:

• 25 days holiday (exc. Bank holidays)
• 5% Pension Employer Contributions
• Private medical insurance with Vitality
• Health cash Plan with Medicash offering contributions to dental, optical and much more
• Enhanced Parental Leave
• Cycle to Work Scheme
• Monthly team lunches, quarterly company socials
• Hybrid working pattern in London office, 3 days in the office, 2 days remote.