ISA Transfer Specialist

We’re looking for an experienced, customer-centric ISA Transfer Specialist who isn’t afraid to roll their sleeves up, to help deliver the best, most trusted customer service as we grow our business.

In this role, you’ll be responsible for handling complaints and inbound and outbound communication with customers. This includes liaising with internal and external stakeholders (such as the FOS) and delivering 5* service, 7 days a week whilst continually implementing process improvements and optimising resources. You will also successfully collaborate with our operations, technology and compliance teams to ensure we achieve our company growth objectives.

As a tech-enabled business there is a big focus on innovative AI/technology focused solutions to create the optimum customer experience whilst also enabling Tembo to scale quickly. At Tembo we utilise the latest tools and systems to deliver top class service, you’ll own the ongoing training and utilisation of these tools to ensure the team are making the most of the tools at their fingertips (eg Using Intercom AI to automatically resolve as many tickets as possible without human intervention).

You will live and breathe our values and ensure they are embedded across the team and into every customer interaction. You will also provide data insights and reporting on performance to inform strategic decisions around future investment, products and technology developments.

• Previous experience handling ISA and/or LISA transfers within a regulated financial services or fintech environment

• Strong knowledge of HMRC ISA regulations and transfer rules (including timeframes and qualifying requirements)

• Familiarity with both Cash ISA and Lifetime ISA products, and understanding of key differences (e.g. contribution limits, government bonuses)

• Proven track record in managing end-to-end ISA transfer processes — from initial request to completion and reconciliation

• Ability to handle customer queries clearly and confidently, especially during delays or rejections

• Skilled at liaising with external ISA providers and internal operations or compliance teams to resolve transfer issues

• High attention to detail when reviewing forms and transfer documentation to ensure compliance and accuracy

• Proactive problem solver with a desire to improve and streamline transfer processes for better customer outcomes

• Passion for delivering outstanding customer experience in a fast-paced, mission-led business

• Collaborative, with exceptional communication skills

• Mindset to thrive in a fast-paced, dynamic start-up environment 

 

However, the right mindset and attitude is more important than ticking every single box on our checklist. So, if you’re interested in what we’re doing, excited by our mission, and the description largely fits you - then get in touch!

Location: Hybrid, with an office in Central London (1-2 days per week in the office)