ISA Transfers Specialist

Job Description
Join JP Morgan Personal Investing as we disrupt the UK financial services market. We operate like a start-up within a global institution, empowering customers to manage their finances seamlessly with our innovative mobile app. We are currently expanding our savings offering to include personal brokerage in addition to managed fund options. This is an unrivalled opportunity to be a part of a very ambitious growth agenda backed by the resources and reputation of a major global bank.
As an ISA Transfer Specialist in the ISA Transfer Team you'll be at the heart of our mission, ensuring smooth and efficient ISA transfers. You will be responsible for processing all ISA, Junior ISA, and Lifetime ISA transfers in and out of JPM Personal Investing. You will work with us to understand and manage the end-to-end transfer journey for customers, ensuring an excellent experience. This role offers the opportunity to contribute to process improvements and drive your career development.
Job Responsibilities

• Process all ISA, Junior ISA, and Lifetime ISA transfers in and out of JP Morgan Personal Investing.
• Understand and manage the end-to-end transfer journey for customers.
• Ensure an excellent experience for customers submitting transfers.
• Contribute to changing and improving processes.
• Take initiative to drive forward your own career and development.

Required Qualifications, Capabilities, and Skills

• Good understanding of technical aspects of transferring assets between providers.
• Subject Matter Expert experience with transfer systems like Equisoft/Altus or Origo.
• Familiarity with CRM systems such as Salesforce.
• Excellent organizational skills to manage and prioritize workload across multiple workstreams.
• Passionate about delivering a seamless end-to-end customer experience.
• Ability to engage in debate on customer experience and a genuine desire to help customers.
• Proficiency in Microsoft Office, specifically Excel.
• Financial Services Operations Management experience.
• ISA, JISA, and LISA administrative knowledge and experience.
• Able to work in the office on a full time basis.

Preferred Qualifications, Capabilities, and Skills:

• Any experience in process automation.
• Experience supporting process improvement initiatives.
• Knowledge of personal brokerage and managed fund options.
• Strong communication and stakeholder management skills.
• Experience with regulatory compliance in financial services.
• Ability to analyze data and provide operational insights.
• Previous experience in customer service or client-facing roles.
• Curiosity and a will to succeed.

Planned start date for this role Early/Mid January 2026
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About Us
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
About the Team
Our professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we're setting our businesses, clients, customers and employees up for success.
Operations teams develop and manage innovative, secure service solutions to meet clients' needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.