Senior ISA Transfer Specialist

4 weeks ago


London, Greater London, United Kingdom Nutmeg Saving and Investment Limited Full time
Job Summary

We are seeking a highly skilled ISA Transfer Specialist to join our team at Nutmeg Saving and Investment Limited. As a key member of our ISA Transfer Team, you will be responsible for processing all ISA, Junior ISA, and Lifetime ISA transfers in and out of Nutmeg.

Key Responsibilities
  • Process all ISA, Junior ISA, and Lifetime ISA transfers in and out of Nutmeg
  • Understand and process the end-to-end transfer journey for customers, ensuring an excellent experience
  • Contribute to improving processes and drive forward your own career and development
Requirements
  • Good understanding of technical aspects of transferring assets between providers
  • Familiarity with CRM systems such as Salesforce
  • Excellent organisational skills and ability to manage workload
  • Passion for delivering seamless customer experience
  • Ability to engage in debate on customer experience
  • Good Microsoft Office skills, specifically Excel
  • Financial Services Operations Management experience
  • ISA, JISA, and LISA administrative knowledge and experience

Why join us? At Nutmeg, we are committed to inspiring and equipping our customers to get more from their money. As a member of our team, you will have the opportunity to make a real difference in the lives of our customers and contribute to our mission to disrupt the financial services market.



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