Cash ISA Transfers Analyst

You’ll be a core part of the Cash ISA Transfers team here  we continue to grow and help our users build wealth, ensuring a smooth, stress-free experience when moving their money to us is critical. You will be responsible for monitoring, processing, and troubleshooting our customers' transfer requests, acting as the bridge between our users, our platform, and external providers.

• End-to-End Processing:
  Manage the daily processing of Cash ISA transfers, ensuring they are completed accurately and within internal SLAs.
• Provider Liaison:
  Communicate directly with 3rd party ISA managers to chase pending transfers, resolve discrepancies, and unblock delayed requests.
• Customer Support:
  Act as the point of escalation for customer queries relating to their ISA transfers, providing clear, empathetic, and timely updates.
• Compliance & Accuracy:
  Ensure all transfer processes strictly adhere to internal policies and HMRC ISA regulations.
• Problem Solving:
  Investigate edge cases, broken flows, or missing funds, taking ownership of the issue until it is fully resolved for the customer.

• Attention to Detail:
  Meticulous and highly accurate in your work, you understand the importance of getting the details right when handling people's money.
• Analytical Mindset:
  Numerate with strong problem-solving skills and a basic to intermediate proficiency in Google Sheets / Microsoft Excel.
• Communication
  
  Skills:
  
  Excellent written and verbal communication, as you will be dealing with our external financial institutions daily.
• Adaptability: A fast learner with the ability to multitask, prioritise a varied daily workload, and thrive in a fast-paced environment.
• Customer-Centric: A genuine passion for delivering a seamless end-to-end customer experience.
• Growth Mindset: A strong willingness to learn and adapt as our products and processes evolve.

• An understanding of ISAs and HMRC ISA rules.
• Prior experience working in a tech environment or a strong interest in Fin Tech (think challenger banks, wealth-tech, and app-based investing).
• Previous experience in operational processing or customer support within financial services.

We’re looking for someone who’s genuinely excited about Chip and energised by the opportunity to help build the future of wealth, making saving, investing and pensions simpler and more accessible for everyone.

We work in a regulated space, so the bar is high. But we’ve built a team of smart, thoughtful people who care about doing great work and enjoy doing it together. Technical skills matter, obviously. But they’re not the only thing we hire for.

We want real people. People with interests, perspective and personality. The best teams are made up of individuals who bring different experiences into the room, not just polished CVs and good interview answers.

So alongside the technical side, we’ll be looking for empathy, self-awareness, sound judgement, resilience and a collaborative mindset. People who are good to work with, especially when things get hard.

• Monday to Thursday: 9:00 AM – 6:00 PM
• Friday: 8:00 AM – 4:00 PM (Start your weekend early!)

Enjoy a structured yet balanced workweek, with an early Friday finish to kickstart your weekend!

• £31,500 per annum
• Discretionary Performance-Related Annual Bonus.
• Workplace pension scheme - We invest in your future with a workplace pension scheme, contributing 5% on earnings up to £31,500. Plan ahead with confidence while you grow your career!
• Private medical insurance (medical history disregarded)
• Employee Assistance Programme
• Cycle to work scheme
• Season ticket loan
• Free ChipX subscription for UK-based employees
• We are an equal-opportunity employer and value diversity
• Flexible working…