At a Glance
- Tasks: Manage ISA and LISA transfers, ensuring a seamless customer experience.
- Company: Tembo, an award-winning savings and mortgage platform with a focus on innovation.
- Benefits: Competitive salary, monthly commission, hybrid work model, and a vibrant team culture.
- Other info: Dynamic start-up environment with opportunities for personal and professional growth.
- Why this job: Join a fast-growing fintech and make a real difference in customers' savings journeys.
- Qualifications: Experience in ISA transfers and strong attention to detail required.
The predicted salary is between 30000 - 30000 € per year.
About Tembo
Tembo is an award-winning savings and mortgage platform, helping people grow their money and get onto the property ladder faster. Our ISA offering is at the core of what we do. With products like Cash ISAs and Lifetime ISAs, we make it simple for customers to maximise tax-free savings and build towards their goals with confidence. Designed to be competitive, flexible and easy to use, our savings products help customers make their money work harder. Our savings and mortgage propositions work seamlessly together - supporting customers from their first pound saved through to home ownership and beyond. With rapid growth and ambitious plans for new products and innovation, we’re just getting started. We’re rated 4.8* on Trustpilot, with every customer review celebrated and a relentless focus on keeping that standard as we scale. We’re backed by leading investors including Goodwater Capital, Aviva, McPike Family Global Office, Ascension and Love Ventures, alongside purpose-led partners such as Fair by Design, Barrow Cadbury, Joseph Rowntree Foundation and Big Society Capital.
What you'll do
We’re looking for a detail-oriented, customer-first ISA Transfer Specialist who’s ready to roll up their sleeves and help deliver a seamless savings experience as we scale. You’ll manage ISA and LISA transfers from end to end, supporting customers and providers through the transfer journey while ensuring a fast, accurate and high-quality experience. You’ll handle transfer queries, troubleshoot issues and work closely with teams across operations, compliance, finance and tech to resolve cases efficiently and improve customer outcomes. With a strong focus on automation and operational excellence, you’ll use the latest tools and systems to help streamline processes, reduce friction and support Tembo’s rapid growth. You’ll champion our values, contribute ideas to improve transfer journeys and processes, and play a key role in maintaining the high standards our customers expect from Tembo.
What we're looking for
- Experience handling ISA and/or LISA transfers within fintech or regulated financial services
- Strong knowledge of ISA regulations, transfer processes and savings products
- Confident managing end-to-end transfer journeys across Cash ISAs and Lifetime ISAs
- High attention to detail with a strong focus on accuracy and compliance
- Comfortable handling customer and provider queries across email, chat and phone
- Strong organisational skills with the ability to manage multiple cases simultaneously
- Proactive problem solver who improves processes and removes friction from customer journeys
- Collaborative team player who works well across operations, compliance, finance and tech teams
- Passion for delivering exceptional customer experience in a fast-moving savings fintech
- Comfortable thriving in a fast-paced, scaling start-up environment
Location: Hybrid, with an office in London Bridge (1-2 days per week in the office)
Salary range: up to £30,000 (plus monthly commission upon passing probation).
Our Values:
- Find a way - We innovate relentlessly to help customers get onto the property ladder.
- It’s all about the people - Customers, colleagues, and partners are at the heart of everything we do.
- If you don’t like it, change it - We move quickly, listen to feedback, and evolve constantly.
ISA Transfer Specialist in City of London employer: Tembo
At Tembo, we pride ourselves on being an exceptional employer that champions innovation and customer-centricity in the fintech space. Our hybrid work model allows for flexibility while fostering a collaborative culture in our London Bridge office, where employees are encouraged to contribute ideas and grow within a rapidly expanding company. With a strong focus on employee development and a commitment to maintaining high standards, Tembo offers a rewarding environment for those looking to make a meaningful impact in the savings and mortgage sector.
StudySmarter Expert Advice🤫
We think this is how you could land ISA Transfer Specialist in City of London
✨Tip Number 1
Network like a pro! Reach out to people in the industry, especially those who work at Tembo or similar companies. A friendly chat can open doors and give you insider info that could help you stand out.
✨Tip Number 2
Prepare for interviews by practising common questions related to ISA transfers and customer service. We want to see your passion for helping customers and your knowledge of the products, so be ready to show off what you know!
✨Tip Number 3
Show us your problem-solving skills! Think of examples where you've improved processes or resolved customer issues. We love proactive team players who can think on their feet and make things better for everyone.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining our team at Tembo.
We think you need these skills to ace ISA Transfer Specialist in City of London
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the ISA Transfer Specialist role. Highlight your experience with ISA and LISA transfers, and show us how your skills align with our values and mission at Tembo.
Showcase Your Customer Focus:We love candidates who put customers first! In your application, share examples of how you've delivered exceptional customer experiences in previous roles, especially in fast-paced environments like fintech.
Be Detail-Oriented:Attention to detail is key for this role. When writing your application, double-check for any typos or errors, and ensure that your experience with compliance and accuracy shines through.
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 us you're keen on joining the Tembo team!
How to prepare for a job interview at Tembo
✨Know Your ISAs Inside Out
Make sure you brush up on your knowledge of ISA and LISA transfer processes. Understand the regulations and how they apply to different savings products. This will not only show your expertise but also demonstrate your commitment to providing a seamless customer experience.
✨Showcase Your Problem-Solving Skills
Prepare examples of how you've tackled challenges in previous roles, especially in customer service or financial services. Highlight your proactive approach to resolving issues and improving processes, as this aligns perfectly with Tembo's focus on operational excellence.
✨Emphasise Team Collaboration
Be ready to discuss how you've worked with cross-functional teams in the past. Tembo values collaboration across operations, compliance, finance, and tech, so share specific instances where your teamwork made a difference in achieving goals.
✨Demonstrate Your Customer-Centric Mindset
Prepare to talk about your passion for delivering exceptional customer experiences. Think of examples where you've gone above and beyond for customers, as this will resonate well with Tembo's core value of putting people at the heart of everything they do.
