Transfers Operations Associate (3 Month FTC)
Transfers Operations Associate (3 Month FTC)

Transfers Operations Associate (3 Month FTC)

London Full-Time No home office possible
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At a Glance

  • Tasks: Manage asset transfers and support the operations team with client queries.
  • Company: Freetrade is revolutionising investing, making it accessible and affordable for everyone.
  • Benefits: Enjoy a hybrid working model, competitive salary, and comprehensive health benefits.
  • Why this job: Join a dynamic team focused on innovation and reshaping the investment landscape.
  • Qualifications: Strong attention to detail and communication skills; experience in ISA transfers is a plus.
  • Other info: This is a 3-month fixed-term contract with opportunities for growth.

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.

2025 is a big year for us. In January, 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.
  • 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 2025:

  • Hybrid working culture: 3-days in-office / 2-days from home.
  • Flexibility for those who need it.
  • Competitive salary – carefully benchmarked.
  • Holidays – 25 days plus UK public holidays (pro-rata).
  • Enhanced pension – We’ll match your contributions up to 5%.
  • 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.

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.

Transfers Operations Associate (3 Month FTC) employer: Freetrade

Freetrade is an exceptional employer that prioritises employee growth and well-being, offering a competitive salary, generous holiday allowance, and comprehensive health benefits. With a hybrid working model based in vibrant London, employees enjoy a collaborative culture that values honesty, focus, and grit, while also providing flexibility to accommodate personal needs. Join us to be part of a forward-thinking team dedicated to reshaping the investment landscape and making a meaningful impact.
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Contact Detail:

Freetrade Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Transfers Operations Associate (3 Month FTC)

✨Tip Number 1

Familiarise yourself with the ISA transfer process and regulations. Understanding the nuances of these transfers will not only help you in your role but also impress the hiring team with your proactive knowledge.

✨Tip Number 2

Brush up on your Excel skills, as this role requires a strong command of data management. Being able to demonstrate your proficiency in Excel during discussions can set you apart from other candidates.

✨Tip Number 3

Prepare to discuss how you can enhance processes within the transfers team. Think of specific examples where you've improved efficiency or accuracy in previous roles, as this aligns with Freetrade's focus on innovation.

✨Tip Number 4

Showcase your communication skills by being ready to explain complex concepts clearly. This is crucial for providing technical support to the Customer Operations team and addressing client queries effectively.

We think you need these skills to ace Transfers Operations Associate (3 Month FTC)

Knowledge of ISA transfer regulations
Understanding of European stock transfers
Experience with JISA and fund transfers
Strong attention to detail
Ability to work independently and proactively
Excellent communication skills
Proficiency in Excel
Experience with CREST transfer processes
Problem-solving skills
Ability to manage multiple tasks within set SLAs
Technical support experience
Process enhancement capabilities
Self-starter mentality

Some tips for your application 🫡

Understand the Role: Before applying, make sure to thoroughly read the job description for the Transfers Operations Associate position. Familiarise yourself with the key responsibilities and required skills, especially around ISA transfers and regulatory knowledge.

Tailor Your CV: Customise your CV to highlight relevant experience and skills that align with the job requirements. Emphasise your attention to detail, communication skills, and any previous experience in operations or financial services.

Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for Freetrade's mission and how your background makes you a great fit for the role. Mention specific examples of how you've solved complex problems or improved processes in past roles.

Prepare for the Interview: Research Freetrade's values and be ready to discuss how they resonate with you. Prepare to answer questions about your experience with transfers and your approach to problem-solving, as these will likely come up during the interview process.

How to prepare for a job interview at Freetrade

✨Know Your ISA and Transfer Regulations

Make sure you have a solid understanding of the rules and regulations surrounding ISA transfers. Freetrade values candidates who can demonstrate their knowledge in this area, so be prepared to discuss specific regulations and how they impact the transfer process.

✨Showcase Your Attention to Detail

As a Transfers Operations Associate, accuracy is crucial. Be ready to provide examples from your past experiences where your attention to detail made a significant difference. This will help illustrate your capability to handle critical processes without errors.

✨Demonstrate Proactive Problem-Solving Skills

Freetrade is looking for self-starters who can improve processes independently. Think of instances where you've identified issues and taken the initiative to resolve them. Sharing these experiences will show that you're a proactive team member.

✨Align with Company Values

Freetrade places great importance on their values: Honesty, Focus, and Grit. Prepare to discuss how these values resonate with you and provide examples of how you've embodied them in your previous roles. This will help you connect with the interviewers on a cultural level.

Transfers Operations Associate (3 Month FTC)
Freetrade

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