ISA Operations Associate

Posted 2 Days Ago
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London, Greater London, England
Junior
Fintech • Software • Financial Services
The Role
The ISA Operations Associate will manage ISA transfer processes, assist customer care, resolve issues, and collaborate with various teams to improve ISA services.
Summary Generated by Built In

Our mission is to enable everyone to build wealth

We reinvent how trading and investing work by creating exceptional products people love. Fostering a culture of excellence and high velocity is the key to our success.

Over the past few years, our client base has grown 20 times to over 3 million, and client assets have grown over 50 times to over £5 billion.

What you’ll do

  • Manage the ISA transfer process, inbound and outbound settlement.

  • Assist and train customer care to handle ISA enquiries.

  • Chase counterparties to speed up pending or slow transfers.

  • Escalate ISA issues and ensure they’re resolved.

  • Assist the product team with ISA-related product improvements.

  • Collaborate with trading operations, compliance, and IT teams on ISA-related matters.

  • Document and review ISA transfer metrics.

What you need to have

  • Minimum 1 year of experience with ISA products.

What we offer

  • Challenges that will help you grow and realise your potential

  • Opportunity to make a big impact - you will build innovative services used by millions of investors to build wealth

  • Work with smart, spirited, helpful, high-performing colleagues with a common goal

  • An environment where nothing is set in stone

  • Appreciation for your talent and ideas

  • Generous remuneration package, including annual bonuses

Are you ready to accelerate your career with us? We'd love to hear from you!

We thank all applicants, but only candidates selected for an interview will be contacted.

All personal data of applicants is protected by the law and will be treated with strict confidentiality.

Top Skills

Isa Products
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The Company
London
559 Employees
On-site Workplace
Year Founded: 2004

What We Do

Our mission is to enable everyone to build wealth.

We reinvent how trading and investing work by creating exceptional products people love. Trading 212 is built with passion by highly driven people who strive for excellence and value freedom.

Over the past few years, our client base has grown 20 times to over 2 million, and client assets have grown over 50 times to over €3 billion.

Trading 212 was founded in 2003 with one simple idea - to make the financial markets accessible to everyone. From day one, we've been focused on building a great user experience through advanced technology.

From the first truly dynamic web apps, to the mobile revolution, we've been at the forefront of every technological wave with the sole purpose of democratising the financial markets. Software engineering and product design are at the heart of what we do.

Trading 212 is licensed and regulated by the UK Financial Conduct Authority and the Cyprus Securities and Exchange Commission (No. 398/21).

When investing, your capital is at risk.

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