Transfers Operations Associate (3 Month FTC)

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.

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, 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.
• Ability to work independently and proactively.
• Strong communication skills.
• Experience with procedure reviews and process enhancements.
• Proficiency in Excel.
• Experience with Crest transfers.
• 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:

• Hybrid working culture: 3-days in-office / 2-days from home.
• 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:

• Competitive salary – carefully benchmarked.
• Holidays – 25 days plus UK public holidays (pro-rata).
• 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 – 10 days of fully paid sick leave each calendar year (pro-rata).

Interview Process: 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.

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.