Tembo

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ISA Transfer Specialist

Added

2 days ago

Location

🇬🇧 London

Type

Full time

Salary

Salary not provided

Related skills

customer service ai automation intercom ai

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📋 Description

Role: ISA Transfer Specialist focused on customer service.
Handle complaints and inbound/outbound customer communications.
Collaborate with operations, technology, and compliance teams.
Focus on AI/tech-enabled solutions to improve CX.
Own training and utilization of tools (e.g., Intercom AI).
Provide data insights and reporting to inform decisions.

🎯 Requirements

ISA/LISA transfer experience in regulated financial services/fintech.
Strong HMRC ISA regulations knowledge.
Experience with Cash ISA and Lifetime ISA products.
End-to-end ISA transfer management from request to completion.
Clear, confident handling of customer queries.
Liaising with external ISA providers and internal ops/compliance teams.

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