Transfers Workflow Lead

About Freetrade

Freetrade’s mission is to become the default place to invest. Investing has been too complicated and expensive for too long, keeping millions from making the most of their savings. We’re changing that. We’re building our team and looking for people who are excited to reshape how our customers invest and grow their wealth. If you’re driven by solving complex problems and building innovative products, you’ll fit right in.

2026 is a big year for us. Last year, we announced a game changing deal to become part of the IG Group. We’ll continue to operate as an independent business while gaining access to the resources and support of an established leader in the space. This year, we’re accelerating our roadmap and taking our products to the next level. We’re building new features like mutual funds, bonds, and family investment tools. We’re also exploring how we can leverage AI to deliver an even better experience for our customers.

We’re growing our Transfers team in London and looking for a Workflow Lead to provide on-the-ground leadership: coordinating day-to-day operations, keeping workflows running smoothly, and acting as a local point of contact to support the manager as the team scales. You’ll help build a strong structure in London while maintaining high-quality service delivery.

What you’ll do

• Oversee and coordinate daily workflows so tasks are allocated and completed efficiently.
• Provide first-line leadership and act as a local escalation point.
• Monitor team performance and flag risks/issues early.
• Support onboarding and training of new team members in London.
• Ensure processes, controls, and compliance requirements are applied consistently.
• Partner with the manager and other Workflow Leads to align priorities and resolve blockers.
• Drive process improvements that increase efficiency and scalability.
• Foster a collaborative, supportive, high-performance culture in the Budapest office.
• Keep communication flowing between the local team and central management.
• Help forecast and balance capacity as inflow changes.

What you’ll bring

• Strong understanding of operational workflows in transfers (or similar financial operations).
• Solid grasp of relevant compliance; able to identify and elevate risks appropriately.
• Excellent organisation, clear communication, and confidence leading day‑to‑day work.
• High attention to detail; sound decision‑making and prioritisation.
• Experience in operations/workflow/transfers within financial services; leadership or people‑management exposure is a plus.
• Degree or equivalent experience.

Career growth

As the London team expands, this role can grow into a broader leadership position (people management or wider operational leadership). You’ll help shape the future of the team.

Benefits & Interview Process

Freetrade is the place to accelerate your career. Our benefits package and ways of working are designed to attract and retain the most talented people who are dedicated to making an impact at Freetrade. Here’s what’s on offer in 2026:

• Hybrid working culture: We’re operating in a hybrid model: 3-days in‑office / 2-days from home.
• Flexibility for those who need it: We have a hybrid working model, but life happens. If you need flexibility let’s talk about it, whether you’re a parent or have other care responsibilities.

Values

At Freetrade we live and breathe our values: Honesty, Focus and Grit. Expect to be asked about these in your interview!

Benefits In London:

• Competitive salary – carefully benchmarked.
• Bonus Scheme: join us and share in our growth.
• Holidays – 25 days plus UK public holidays.
• Your birthday off, plus one extra day for every year at Freetrade.
• Enhanced pension – We’ll match your contributions up to 7%.
• Group Life Insurance – Protect your loved ones with coverage at 5x your salary.
• Private Health Insurance – Access to high quality medical care, mental health support, dental and vision plans.
• Income Protection Cover – Comprehensive coverage, ensuring financial stability in the event of illness or injury.
• Enhanced parental leave – Time off when it matters most.
• Learning & Development – We fund industry qualifications so you can grow as a financial services professional.
• Cycle to Work scheme – Get a high quality bike and gear through our salary sacrifice scheme.
• Paid Sick Leave – Receive 10 days of fully paid sick leave each calendar year.

Interview Process

We keep things simple and transparent. Our process typically includes:

• Initial interview – A chat with one of our Talent Specialists.
• Hiring Manager interview – A deep dive into your skills and experience.
• Task Presentation – Show us how you think and solve problems.
• Executive interview – A conversation with our stakeholders, where we also assess cultural fit.

We are an Equal Opportunity employer committed to a diverse and representative team. Whatever your race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability - we want to hear from you.