ISA Transfer Specialist

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.