Ashish Gopale

Administrator @Santander UK

Bradford, GB

Managing ISA accounts including Transfers In & Out, CISA, JISA, and Stocks & Shares ISAs (S&S) in line with HMRC regulations and Santander policies.Ensuring accuracy and compliance in the processing of Individual Savings Accounts (ISAs) by referencing official Santander procedures and ISA guidelines.Performing daily administrative and operational tasks, including data management, database maintenance, and documentation updates.Utilizing multiple Santander systems and software such as Appian, TINC Access, and Strategic for case tracking, workflow management, and account processing.Supporting the wider administration team to maintain high standards of accuracy, confidentiality, and customer satisfaction.