Transfers Operations Associate (3 Month FTC)

Molten Ventures plc; London; On-site; GBP 30,000 - 50,000; Full time

Job summary

An innovative firm is seeking a Transfers Operations Associate to join their dynamic team in London. This role involves managing ISA and SIPP transfers, ensuring compliance with regulations, and providing technical support to enhance customer experience. With a focus on detail and proactive problem-solving, you will contribute to a transformative mission that aims to simplify investing for everyone. The company fosters a collaborative office culture and offers a competitive benefits package, making it an exciting opportunity for those looking to make an impact in the financial services sector.

Benefits

Competitive salary

25 days holidays plus UK public holidays

Enhanced pension matching up to 5%

Group Life Insurance at 5x salary

Private Health Insurance

Paid Sick Leave (10 days per year)

Qualifications

• Strong attention to detail is critical due to regulatory implications.
• Experience in process enhancements and procedure reviews is beneficial.

Responsibilities

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

Skills

Attention to detail

Communication skills

Independent work

Procedure reviews

Process enhancements

Excel proficiency

Crest transfers experience

Proactive self-starter

Job description

Transfers Operations Associate (3 Month FTC)

Department: Operations

Employment Type: Fixed Term Contract

Location: London

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.

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.
• Handle 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.
• Ability to work independently and proactively.
• Strong communication skills.
• Experience with procedure reviews.
• Experience in process enhancements.
• Proficiency in Excel.
• Experience with Crest transfers.
• Self-starter; able to 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:

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 (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, ensuring financial security in any circumstance.
• Private Health Insurance – Access to high-quality medical care, mental health support, dental and vision plans, wellness programs, and preventative care initiatives 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:

1. Hiring Manager interview – A deep dive into your skills and experience.
2. Executive interview – A conversation with our stakeholders, where we also assess cultural fit.

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Please note we are not accepting agency CVs.