At a Glance
- Tasks: Join our transfers team to manage ISA and GIA asset transfers with precision.
- Company: Freetrade is revolutionising investing, making it accessible for everyone.
- Benefits: Enjoy a competitive salary, enhanced pension, and private health insurance.
- Other info: Hybrid working model with flexibility and excellent career growth opportunities.
- Why this job: Be part of a mission to simplify investing and help customers grow their wealth.
- Qualifications: Knowledge of ISA transfers and strong attention to detail are essential.
The predicted salary is between 30000 - 40000 £ per year.
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.
As a Transfers Operations Associate, you will be working with the transfers team within Operations and should have an extensive amount of knowledge within the ISA transfer space, including understanding the rules and regulations. Additional knowledge within European stock transfers, JISA’s or fund transfers would be beneficial as well. You will:
- Transfer assets in/out of the business relating to ISA/GIA and SIPP products.
- Process transfer applications within set SLAs.
- Process valuations and provide acceptance of assets within set SLAs.
- Chase and monitor transfer progress with external counterparties and clients.
- Provide technical support to our Customer Operations team to help answer client queries.
- Support the wider transfers team with ad-hoc tasks.
You have strong attention to detail; the processes you will be involved in are critical to the business and would have regulatory implications if not completed with accuracy. You should be able to work independently and proactively, conduct procedure reviews, and use Excel. You should be a self-starter, able to go ahead and change and improve processes without support.
Benefits & Logistics
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:
- We’re operating in a hybrid model: 3-days in-office / 2-days from home.
- Work from home days: Wednesday, Friday.
- Flexibility for those who need it.
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 include:
- Competitive salary – carefully benchmarked.
- 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.
- Paid Sick Leave – Receive 10 days of fully paid sick leave each calendar year (pro-rata).
Interview Process
We keep things simple and transparent. Our process typically includes:
- Hiring Manager interview – A deep dive into your skills and experience.
- Executive interview – A conversation with our stakeholders, where we also assess cultural fit.
Transfers Operations Associate (3 Month FTC) in London employer: Freetrade
Freetrade is an exceptional employer that prioritises employee growth and well-being, offering a competitive salary and a comprehensive benefits package including enhanced pension contributions and private health insurance. With a hybrid working model based in vibrant central London, employees enjoy a collaborative work culture that values honesty, focus, and grit, while also providing flexibility to accommodate personal responsibilities. Join us to be part of a forward-thinking team dedicated to reshaping the investment landscape and making a meaningful impact.
StudySmarter Expert Advice🤫
We think this is how you could land Transfers Operations Associate (3 Month FTC) in London
✨Tip Number 1
Get to know Freetrade inside out! Familiarise yourself with our mission and values, especially around honesty, focus, and grit. This will not only help you in interviews but also show us that you're genuinely interested in being part of our team.
✨Tip Number 2
Network like a pro! Connect with current employees on LinkedIn or attend industry events. This can give you insider info about the company culture and might even lead to a referral, which can boost your chances of landing that role.
✨Tip Number 3
Prepare for those interviews by practising common questions related to transfers and operations. Think about how your skills align with the role and be ready to share examples of how you've tackled complex problems in the past.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows us that you’re proactive and serious about joining Freetrade.
We think you need these skills to ace Transfers Operations Associate (3 Month FTC) in London
Some tips for your application 🫡
Show Your Passion for Investing:When you write your application, let your enthusiasm for reshaping the investment landscape shine through. We want to see that you're not just looking for a job, but that you're genuinely excited about making investing easier and more accessible for everyone.
Highlight Relevant Experience:Make sure to showcase any experience you have in the ISA transfer space or related areas. We’re keen on candidates who understand the rules and regulations, so don’t hold back on detailing your knowledge and skills that align with the role.
Be Detail-Oriented:Since attention to detail is crucial for this position, ensure your application is free from typos and errors. We appreciate candidates who take the time to present their information clearly and accurately, reflecting the precision we value at Freetrade.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re proactive, which is something we love to see!
How to prepare for a job interview at Freetrade
✨Know Your Stuff
Make sure you brush up on your knowledge of ISA transfers and the relevant regulations. Freetrade is looking for someone who can hit the ground running, so being well-versed in these areas will show that you're serious about the role.
✨Show Off Your Problem-Solving Skills
Since the job involves solving complex problems, be prepared to discuss specific examples from your past experiences. Think about times when you've tackled challenges head-on and how you approached them—this will demonstrate your proactive mindset.
✨Emphasise Attention to Detail
Given the critical nature of the processes involved, highlight your attention to detail during the interview. Share examples where your meticulousness has made a difference, especially in regulatory contexts, to reassure them that you can handle the responsibilities.
✨Align with Their Values
Freetrade values honesty, focus, and grit. Be ready to discuss how these values resonate with you and provide examples of how you've embodied them in your work. This will help you connect with the interviewers and show that you're a cultural fit.
