At a Glance
- Tasks: Manage ISA and LISA transfers, ensuring a seamless customer experience.
- Company: Join Tembo, an award-winning savings platform with a focus on innovation.
- Benefits: Competitive salary, monthly commission, hybrid work, and a vibrant team culture.
- Other info: Dynamic start-up environment with opportunities for personal and professional growth.
- Why this job: Be part of a fast-growing fintech and make a real difference in customers' lives.
- Qualifications: Experience in ISA transfers and a passion for exceptional customer service.
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 employer: Tembo
Tembo is an exceptional employer that prioritises employee growth and a collaborative work culture, making it an ideal place for an ISA Transfer Specialist. With a strong focus on innovation and customer satisfaction, employees are encouraged to contribute ideas and streamline processes, all while enjoying the flexibility of a hybrid work environment in the vibrant London Bridge area. The company offers competitive salaries, monthly commissions, and a supportive atmosphere that celebrates achievements and fosters professional development.
StudySmarter Expert Advice🤫
We think this is how you could land ISA Transfer Specialist
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching Tembo and its products. Understand their ISA offerings and be ready to discuss how your skills can help improve customer experiences. Show them you’re genuinely interested!
✨Tip Number 3
Practice your problem-solving skills! Be ready to tackle hypothetical scenarios related to ISA transfers. This will show that you can think on your feet and handle customer queries effectively.
✨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 keen on being part of the Tembo team right from the start.
We think you need these skills to ace ISA Transfer Specialist
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the ISA Transfer Specialist role. Highlight your experience with ISA and LISA transfers, and don’t forget to showcase your attention to detail and customer-first mindset!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about helping customers with their savings journey and how your skills align with our values at Tembo.
Showcase Your Problem-Solving Skills:In your application, give examples of how you've tackled challenges in previous roles. We love proactive problem solvers who can improve processes and enhance customer experiences!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to see your application and get you on the path to joining our amazing team at Tembo!
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. Familiarise yourself with the latest regulations and how they impact customer experiences. Being able to discuss these confidently will show that you're serious about the role.
✨Showcase Your Customer-Centric Approach
Prepare examples of how you've delivered exceptional customer service in previous roles. Tembo values a customer-first mindset, so be ready to share stories that highlight your problem-solving skills and ability to handle queries effectively.
✨Demonstrate Attention to Detail
Since this role requires a high level of accuracy, think of instances where your attention to detail made a difference. Whether it was catching an error or streamlining a process, showcasing this skill will resonate well with the interviewers.
✨Be Ready to Collaborate
Tembo thrives on teamwork across various departments. Prepare to discuss how you've worked with different teams in the past, and be open to sharing ideas on how to improve transfer journeys. This will show that you're not just a lone wolf but a team player.
