ISA Administrator (Financial Services)

Posted 6 days ago by TN Recruits Easy Apply

An exciting and unique opportunity to join a local, fast growing Financial Services company in Tunbridge Wells. My client offers free parking and and lovely offices with a fun and professional working environment with a great team!

Excellent training is provided to candidates and the company also supports qualification taking in the workplace (e.g. CISI)

The role is based in the Operations Team, the main responsibility will be administering ISA products, dealing with the registration of new ISA funds as well as ISA transfers. You will be involved post application stage i.e. when an application has already been completed and will be liaising with both existing ISA managers (Barclays, Virgin Money, Halifax etc) and the investors themselves to finalise the transfer and resolve any issued either with the client or with the existing ISA manager.

Updating the transfer and ISA spreadsheets on Excel as well as updating our back office system.

You will also be involved in preparing for the end of year ISA reporting to HMRC.

You will be rewarded with a competitive basic salary with regular reviews, a very generous bonus scheme, free parking, a brilliant working environment with a supportive team, qualification and development opportunities and excellent staff socials and Christmas parties.

Reference: 35762489

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