ISA Transfer, Team Specialist

We are Nutmeg – part of the JPMorgan Chase family. We are a leading provider of traditional and digital financial services worldwide. Our team is at the heart of building this venture, focused on developing offerings that put the customer at the centre.As a Transfer Specialist for ISAs, you will be part of the ISA Transfer Team who are responsible for...

**ISA Transfer Client Services Specialist - Nutmeg/JP Morgan - London - 6 months contract - Hybrid - PAYE** We are seeking a number of ISA Transfer Client Services Specialists to join Nutmeg, JP Morgan's newly acquired Digital Wealth Manager, in London on an initial 6 months contract. To be considered, you should have previous experience in a similar role...

As a key player in the ISA Transfer Team, you will be instrumental in processing ISA, Junior ISA and Lifetime ISA transfers for Nutmeg Saving and Investment Limited.Key responsibilities include:Processing all ISA, Junior ISA and Lifetime ISA transfers In and Out of NutmegUnderstanding and processing the end-to-end transfer journey for customersMaking...

We're building wealth for our generation, and we need your help.As a Graduate Operations and Support Analyst at Chip, you'll be part of our Cash ISA Transfers team, responsible for monitoring and processing customer cash ISA transfer requests.What You'll Do:Manage the processing of cash ISA transfers with precision and attention to detail.Provide exceptional...

About UsNutmeg Saving and Investment Limited is a leading provider of traditional and digital financial services worldwide. We operate like a start-up, embedded within a leading global financial institution, working together in powerful partnership to ethically disrupt the financial services market in the UK.Job SummaryWe are seeking a skilled ISA Transfer...

The Company  Our client is a highly successful and expanding Wealth Management firm, widely recognised with an excellent reputation based in London.   The Role    This role is a 6 month FTC   The Asset Transfers Analyst will confidently and efficiently arrange the transfer in and out of client assets and ISA subscriptions, ensuring client portfolio...

SALARY 35-45KThe Company Our client is a highly successful and expanding Wealth Management firm, widely recognised with an excellent reputation based in London.The Role This role is a 6 month FTCThe Asset Transfers Analyst will confidently and efficiently arrange the transfer in and out of client assets and ISA subscriptions, ensuring client portfolio...

Job Description SALARY 35-45K The Company Our client is a highly successful and expanding Wealth Management firm, widely recognised with an excellent reputation based in London. The Role This role is a 6 month FTC The Asset Transfers Analyst will confidently and efficiently arrange the transfer in and out of client assets and ISA subscriptions,...

**Description**: At **Plum**, we're on a mission to maximise wealth for all. We’re making saving money effortless and turning investing into something everyone can do Our journey began back in 2017, when we became one of the first to use artificial intelligence and automation to simplify personal finance. Fast forward to today, and we've already helped...

SALARY 35-45KThe Company Our client is a highly successful and expanding Wealth Management firm, widely recognised with an excellent reputation based in London.The Role This role is a 6 month FTCThe Asset Transfers Analyst will confidently and efficiently arrange the transfer in and out of client assets and ISA subscriptions, ensuring client portfolio...

SALARY 35-45KThe Company Our client is a highly successful and expanding Wealth Management firm, widely recognised with an excellent reputation based in London.The Role This role is a 6 month FTCThe Asset Transfers Analyst will confidently and efficiently arrange the transfer in and out of client assets and ISA subscriptions, ensuring client portfolio...

As a Pension Transfer Specialist, you will be part of the Pension Transfer Team who are responsible for managing a variety of Pension Operations functions such as Transfers, Drawdown and Pension Contributions.  You will responsible for understanding and processing the end to end transfer journey for customers in addition to ensuring an excellence...

Job OverviewSS&C Technologies Holdings is seeking a skilled Transfer Specialist to support and lead the transfers service to its clients. The successful candidate will be responsible for establishing SS&C as an integrated business partner, exceeding all client service targets, and adapting to new environments.About the RoleThe Transfer Specialist will be...

Main ResponsibilitiesPerform QA on reports sent to clients for approval – Product Sales Data (PSD), FATCA/CRS, Other Interest (OI), ISA annual statical return, ISA annual claim form and ACS reporting.Submit reporting to HMRC, IA and FCA.Monitor guidance and regulations to ensure reporting is correct.The ideal candidate will have a good understanding of...

Senior Transfers Specialist - London Wealth Platform – Wealth Platform / Hybrid About us The Titan Group provides a broad range of services across the whole wealth value chain – from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental...

We are seeking a skilled SIPP/ISA Operations Support Representative to join our team at Interactive Brokers (UK). This role offers a unique opportunity to contribute to the growth and development of our pension services.Key Responsibilities:Collaborate with internal departments to improve and re-engineer SIPP and ISA products and services, ensuring...

Introduction: Wipro is looking for a Business Analyst – ISA RTI (Real Time Information). This is a new role which will be at the heart of the growth agenda for the organisation. The role will have a primary focus on engaging and managing numerous stakeholders to help deliver HMRC changes for RTI (Real Time Information) for ISA (Individual Savings...

Introduction:Wipro is looking for a Business Analyst – ISA RTI (Real Time Information). This is a new role which will be at the heart of the growth agenda for the organisation. The role will have a primary focus on engaging and managing numerous stakeholders to help deliver HMRC changes for RTI (Real Time Information) for ISA (Individual Savings Accounts)....

Job Description Introduction: Wipro is looking for a Business Analyst – ISA RTI (Real Time Information). This is a new role which will be at the heart of the growth agenda for the organisation. The role will have a primary focus on engaging and managing numerous stakeholders to help deliver HMRC changes for RTI (Real Time Information) for ISA (Individual...

Introduction:Wipro is looking for a Business Analyst – ISA RTI (Real Time Information). This is a new role which will be at the heart of the growth agenda for the organisation. The role will have a primary focus on engaging and managing numerous stakeholders to help deliver HMRC changes for RTI (Real Time Information) for ISA (Individual Savings Accounts)....