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- Tasks: Ensure smooth ISA transfers and improve processes in a dynamic FinTech environment.
- Company: Join a growing FinTech company focused on client-centric solutions.
- Benefits: Enjoy 25 days holiday, private medical insurance, and a hybrid working model.
- Why this job: Make a real impact on our growth while developing your career in finance.
- Qualifications: Two years in financial services with ISA experience and strong organisational skills.
- Other info: Collaborative team culture with opportunities for professional development.
The predicted salary is between 36000 - 60000 £ per year.
We are a growing FinTech company looking for a talented and enthusiastic individual to join our team. As we expand, this position offers the perfect opportunity to make a significant impact on our company’s growth and develop your role and career as the business evolves.
As a Client Account Set Up (ISA) Analyst, you'll be at the heart of our mission, ensuring smooth and efficient ISA transfers while contributing to process improvements. Be part of a team that values client-centric solutions and continuous development. This role sits within the Client Account Setup team and focuses on the processing ISA transfers and engaging with internal and external stakeholders to ensure an efficient and accurate transfer of ISAs from ISA Managers to Insignis.
- Accurate and efficient ISA account opening, paying close attention to detail to ensure all steps are followed.
- Process all ISA transfers in and out of Insignis within deadlines.
- Understand and manage the end-to-end transfer journey for our clients.
- Contribute to changing and improving processes.
- Using technical and soft skills to liaise and collaborate with internal and external stakeholders as required.
- Oversee and ensure timely processing of payments related to ISAs.
We’d love to hear from you if:
- You have a minimum of two years in an operational role within Financial Services including ISA experience and knowledge.
- Experience of payments and banking processes.
- Familiarity with CRM systems such as Salesforce.
- Excellent organizational skills to manage and prioritize workload across multiple workstreams.
- Proficiency in Microsoft Office, specifically Excel.
- You can work diligently, spot inefficiencies in processes and stretch into implementing positive change.
- High attention to detail and accuracy.
- A clear track record of strong interpersonal skills, both written and verbal.
- Ability to work independently and collaboratively in a team-oriented environment.
- You consistently deliver role model behaviours and a positive ‘can-do’ attitude.
- You’re able to account for your work and feel comfortable working to SLAs.
Nice To Have:
- Data protection and confidentiality awareness.
- Familiarity with KYC and AML concepts is advantageous.
- Experience of working in a fast-paced environment, specifically within finance and/or technology.
Benefits:
- 25 days holiday (exc. Bank holidays).
- 5% Pension Employer Contributions.
- Private medical insurance with Vitality.
- Health cash Plan with Medicash offering contributions to dental, optical and much more.
- Enhanced Parental Leave.
- Cycle to Work Scheme.
- Monthly team lunches, quarterly company socials.
- Hybrid working pattern in London office, 3 days in the office, 2 days remote.
Client Account Setup Analyst ISA employer: Insignis
Contact Detail:
Insignis Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Account Setup Analyst ISA
✨Tip Number 1
Network like a pro! Reach out to current employees on LinkedIn or at industry events. Ask them about their experiences and the company culture; it’s a great way to get insider info and show your enthusiasm.
✨Tip Number 2
Prepare for the interview by understanding the company’s mission and values. Think about how your skills in ISA transfers and client engagement can contribute to their goals. We want to see you shine!
✨Tip Number 3
Show off your problem-solving skills! Be ready to discuss past experiences where you improved processes or handled challenges. We love candidates who can think on their feet and bring fresh ideas to the table.
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email can go a long way in leaving a positive impression. Plus, it shows you’re genuinely interested in the role. Apply through our website to make sure your application stands out!
We think you need these skills to ace Client Account Setup Analyst ISA
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Client Account Setup Analyst. Highlight your experience in financial services, especially with ISAs, and showcase any relevant skills that align with our job description.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your enthusiasm for the role and how you can contribute to our mission. Don’t forget to mention specific examples from your past experiences that demonstrate your skills.
Showcase Your Attention to Detail: Since this role requires high accuracy, make sure your application is free from typos and errors. Double-check everything before hitting send – we love candidates who take pride in their work!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Insignis
✨Know Your ISA Inside Out
Make sure you brush up on your knowledge of ISAs and the transfer process. Being able to discuss the nuances of ISA transfers confidently will show that you're not just familiar with the terminology, but that you understand the importance of accuracy and efficiency in this role.
✨Showcase Your Organisational Skills
Prepare examples from your past experience where you've successfully managed multiple tasks or projects. Highlight how you prioritised your workload and met deadlines, as this is crucial for the Client Account Setup Analyst position.
✨Demonstrate Your Interpersonal Skills
Since this role involves liaising with various stakeholders, be ready to share instances where you've effectively communicated with both internal teams and external clients. Emphasise your ability to build relationships and resolve issues collaboratively.
✨Be Ready to Suggest Improvements
Think about any inefficiencies you've spotted in previous roles and how you addressed them. This shows that you're proactive and willing to contribute to process improvements, which aligns perfectly with the company's focus on continuous development.
