ISA Transfers Specialist

Freetrade; Greater London; Hybrid; GBP 38,000 - 54,000; Full time

Benefits offered by this job

Competitive salary

Enhanced pension

Group Life Insurance

Private Health Insurance

Paid Sick Leave

Job summary

A financial services company based in London is seeking a Transfers Operations Associate to manage asset transfers related to ISA and GIA products. The ideal candidate will have strong attention to detail, the ability to work independently, and an understanding of relevant regulations. The company offers a competitive salary, enhanced pension, and a hybrid working model of 3 days in-office and 2 days remote. They are committed to fostering a culture that values honesty, focus, and grit.

Qualifications

• Extensive knowledge of the ISA transfer space and relevant regulations.
• Understanding of European stock transfers, JISE’s, or fund transfers is beneficial.

Responsibilities

• Transfer assets related to ISA/GIA and SIPP products.
• Process transfer applications within set SLAs.
• Provide technical support to Customer Operations.

Skills

Attention to detail

Ability to work independently

Use of Excel

Self-starter

Job description

A financial services company based in London is seeking a Transfers Operations Associate to manage asset transfers related to ISA and GIA products. The ideal candidate will have strong attention to detail, the ability to work independently, and an understanding of relevant regulations. The company offers a competitive salary, enhanced pension, and a hybrid working model of 3 days in-office and 2 days remote. They are committed to fostering a culture that values honesty, focus, and grit.