Senior Transfers Operations Specialist

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 Senior Transfers Operations Specialist, 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:

• Become an integral part of the Operations team, taking ownership of queries from both internal stakeholders and our customers.
• Support the team with a variety of tasks, including processing transfers for ISA, GIA, and SIPP products; handling valuations and asset acceptance in line with SLAs; and managing the chasing and monitoring of transfer progress with external counterparties and clients.
• Mentor and support junior team members, fostering development and knowledge-sharing.
• Assist with oversight responsibilities such as producing daily MI reports, updating KPIs, performing CREST checks, and approving payments.
• Contribute to ongoing projects aimed at enhancing our operational offering.
• Collaborate with internal stakeholders to develop business specifications, with clear and effective communication - including updates to senior management and company-wide meetings.
• Engage in technical discussions with external vendors as required.
• Drive and support process improvements and automation initiatives, including the use of AI technologies.

You have:

• Exceptional attention to detail – The processes you’ll be responsible for are critical to the business and must be completed with precision, as they carry regulatory implications if handled inaccurately.
• Domain experience - Extensive experience with managing ISA, GIA and SIPP transfers and deep understanding of these specific financial products.
• Ability to work independently and proactively – You’ll need to take initiative, manage your own workload, and identify areas for improvement without prompting.
• Excellent communication skills – Clear and confident communication is essential, both within the team and when working cross-functionally.
• Experience in reviewing and refining procedures – A continuous improvement mindset is key to maintaining and enhancing our operational standards.
• Process enhancement skills – You should be comfortable identifying inefficiencies and implementing effective solutions.
• Proficiency in Excel – Strong spreadsheet skills are required to manage, analyse, and report on data effectively.
• Understanding of CREST transfers – Familiarity with securities settlement and transfer processes via CREST is highly desirable.
• Self-starter mindset – You’ll be expected to take ownership of processes, suggest improvements, and implement changes independently.

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:

• Office first culture - we have beautiful office spaces in central London and Budapest where four days a week you collaborate with colleagues in person, one of our core behaviours is that we’re a team that works better together.
• 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. Your birthday off, plus one extra day for every year at Freetrade.
• Enhanced pension – We’ll match your contributions up to 5%.
• Group Life Insurance – Protect your loved ones with coverage at 5x your salary, ensuring financial security in any circumstance.
• Private Health Insurance - Which includes access to high quality medical care, mental health support, dental and vision plans, Wellness programs and preventative care initiatives are also provided to ensure the wellbeing of your entire family.
• Income Protection Cover – Safeguard your income with comprehensive coverage, ensuring financial stability in the event of illness or injury.
• Enhanced parental leave – Time off when it matters most.
• Flexibility for those who need it – We’re office-first, but life happens. Whether you’re a parent or have care responsibilities, we focus on output and trust you to manage your time.
• 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, spreading the cost with tax free monthly installments.
• 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.
• Take-Home Task – Show us how you think and solve problems.
• 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.

We’re very open about what we’re working on, and the best places to learn more are our buzzing community forum and our blog.

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Please note we are not accepting agency CVs.