Transfers Operations Associate (3 Month FTC)

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

Hybrid working model

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.
• Experience reviewing procedures and improving processes.
• Familiar with Excel for processing and tracking transfers.
• Awareness of CREST transfer processes and related tasks.
• Self-starter capable of driving changes without constant supervision.

Responsibilities

• Transfer assets related to ISA/GIA and SIPP products.
• Process transfer applications within set SLAs.
• Provide technical support to Customer Operations.
• Chase and monitor transfer progress with external counterparties and clients.
• Provide technical support to the Customer Operations team to answer client queries.
• CREST transfer process handling.
• Support the wider transfers team with ad-hoc tasks.

Skills

Attention to detail

Ability to work independently

Use of Excel

Self-starter

Tools

Excel

CREST transfers

Job description

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.
• CREST transfer process
• 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.
• Be able to work independently and proactively
• Procedure reviews
• Use of excel
• Crest transfers
• Self starter - be 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. We believe great collaboration happens in person and our beautiful offices in central London and Budapest are designed to bring people together.

🏡 Work from home days: Wednesday, Friday

This setup helps us stay connected, collaborate more effectively, and keep building a culture where we all do our best work together, including dedicated days for focus work.

Flexibility for those who need it: We have a hybrid working model, but life happens. If you need flexibility let\'s talk about it, whether you\'re a parent or have other care responsibilities.

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.
• Enhanced pension – We’ll match your contributions up to 7%.
• 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.
• 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.