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Cash ISA Transfers Analyst
Chip - your wealth app. Manage daily end-to-end processing of Cash ISA transfers accurately and within internal SLAs .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates meticulous attention to detail in managing Cash ISA transfers while ensuring compliance with HMRC ISA regulations. Possesses strong problem-solving abilities and effective communication skills to resolve customer queries and collaborate with third-party ISA managers.
Highest-signal resume keywords
Cash ISA Transfer ManagementCustomer Support ExperienceGoogle Sheets / Microsoft Excel ProficiencyProblem-Solving SkillsUnderstanding of HMRC ISA Rules
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Cash ISA Transfer ProcessingNumeracyProblem-SolvingOperational ProcessingCustomer Support
Soft Skills
Excellent CommunicationEmpathyMultitaskingAdaptabilityCustomer-Centric Mindset
Tools & Technologies
Google SheetsMicrosoft Excel
Industry Keywords
Financial ServicesHMRC ISA RegulationsFinTechInternal SLAs
About the role
Key responsibilities & impact- Manage daily end-to-end processing of Cash ISA transfers accurately and within internal SLAs
- Communicate with third-party ISA managers to chase pending transfers, resolve discrepancies and unblock delayed requests
- Act as the escalation point for customer queries about ISA transfers
- Provide clear, empathetic and timely customer updates
- Ensure transfer processes comply with internal policies and HMRC ISA regulations
- Investigate edge cases, broken flows and missing funds
- Own transfer issues through to full resolution for customers
- Collaborate with users, the Chip platform and external providers
Requirements
What you’ll need- Meticulous and highly accurate when handling customers' money
- Numerate with strong problem-solving skills
- Basic to intermediate proficiency in Google Sheets / Microsoft Excel
- Excellent written and verbal communication
- Ability to multitask and prioritise a varied daily workload
- Ability to thrive in a fast-paced environment
- Customer-centric mindset
- Strong willingness to learn and adapt
- Understanding of ISAs and HMRC ISA rules (nice to have)
- Prior experience in a tech environment or strong interest in FinTech (nice to have)
- Previous operational processing or customer support experience within financial services (nice to have)
- Ability to work Monday to Thursday 9:00 AM–6:00 PM and Friday 8:00 AM–4:00 PM
Benefits
Comp & perks- Discretionary Performance-Related Annual Bonus
- Workplace pension scheme with 5% contributions on earnings up to £31,500
- Private medical insurance with medical history disregarded
- Employee Assistance Programme
- Cycle to work scheme
- Season ticket loan
- Free ChipX subscription for UK-based employees
- Flexible working arrangements
- 28 days holiday plus bank holidays, plus the days between Christmas and New Year
- Annual training budget for courses, workshops, or conferences
- £30 per month Chip Fitness Benefit
- Company laptop
- Opportunity to have a huge impact on the product while fast-tracking knowledge, responsibility and skills
- Hybrid working; work in the office 3 times a week
- Work from anywhere outside the UK for up to 90 days