ISA Transfer Analyst — Hybrid, Client Accounts Growth

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

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.