Tembo
Trainee Operations Associate
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Trainee Operations Associate (LISA Withdrawals Team)
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.
About the job
We’re looking for a motivated and detail-oriented Trainee Home Purchase Associate who’s eager to learn, work hard and build a career in fintech.
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You’ll support the Home Purchase team with the day-to-day processing of Lifetime ISA withdrawals, helping customers access their savings to purchase their first home and ensuring funds are released accurately and efficiently.
A key part of the role will involve reviewing and processing home purchase withdrawal requests, checking supporting documentation and liaising with customers, conveyancers and solicitors to make sure all the necessary information is in place before funds can be released.
You’ll also liaise with HMRC and internal stakeholders across Savings Operations, Compliance, Finance and Customer Service to resolve queries, manage cases and ensure withdrawals are processed in line with our processes and regulatory requirements.
You’ll work closely with the wider Savings team, learning about Lifetime ISA regulations, the home buying journey and the processes involved in releasing funds to conveyancers and solicitors.
As you develop in the role, you’ll have opportunities to take on additional responsibilities, contribute ideas for improving processes and build your knowledge of Lifetime ISAs, home purchases and financial services.
Experience and skills
- A positive attitude and strong willingness to learn
- Someone who takes pride in their work and has excellent attention to detail
- Organised and able to manage multiple customer cases accurately
- Comfortable working with documentation and following detailed processes
- Strong communication skills and confidence liaising with customers and external stakeholders
- Comfortable communicating with conveyancers, solicitors and other professional contacts
- A proactive mindset and willingness to get stuck in
- Able to work accurately and calmly when dealing with time-sensitive customer requests
- Previous experience in fintech, financial services, conveyancing or an administrative role would be beneficial
- An interest in Lifetime ISAs, home buying and financial services
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Location:
Hybrid, with an office in London Bridge (1 day per week in the office)
Salary range:
up to £26,000 (plus monthly commission after 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.
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