Savings Operations - ISA Team Advisor

Coventry Building Society
Coventry, West Midlands
18 Jun 2017
18 Jul 2017
Contract Type
Full Time

We are looking for an individual with a friendly and professional approach to work to join our Savings Operations – ISA and Taxation team, where you’ll play a key role in supporting internal and external customers with queries and transactions relating to ISAs, Tax Status and HMRC Guidelines.

As a ISA and Taxation Advisor you will:

  • Be responsible for the processing of customer requests in relation to ISAs, JISAs and tax status.

  • Provide subject matter expertise to customers and the rest of the business in relation to tax free savings and HMRC guidelines.

  • Handle and process customer’s confidential and sensitive information adhering to all appropriate legislation and codes of practice, i.e. Data Protection Act and Money Laundering.

  • Support the workload of other teams within the Savings Operations Department.


The Savings Operations Department is a key area of the business responsible for providing a first class service to internal and external customers. This is a fast paced environment which consists of large work volumes, covering in excess of 40 different tasks! Support is readily available and there is a proven track record of helping staff progress through a well-structured pay progression framework.

We are looking for someone who has an eye for detail to ensure that they are accurate and get it right first time for our members. Someone who is able to cope with handling and processing large amount of paperwork within set timescales. You will also need to be able to prioritise workloads, be an effective communicator across multiple channels and have a flexible attitude to support other areas of the business during peak volumes.

Coventry Building Society has experienced huge success and growth for a number of years. We’re proud to be a mutual building society and we’re committed to improving our products and services for our members. We’re dedicated to delivering high levels of customer service and the Savings Operations Teams are vital in allowing us to do this. We choose our staff every bit as carefully as we choose the services we offer our members and so look for people who share our values and our way of working. If you feel you’re a good fit with the role and like the idea of working for a company that genuinely puts it’s members first don’t hesitate in making an application!