About the job
About Freetrade
At Freetrade, we strive to redefine investment by making it accessible and straightforward for everyone. For too long, investing has been a daunting and costly endeavor, preventing many from maximizing their savings.
We are on a mission to change that.
As we expand our team, we are in search of passionate individuals eager to transform how our clients invest and accumulate wealth. If you thrive on tackling complex challenges and innovating products, you will fit seamlessly into our culture.
The year 2026 is pivotal for us. We recently announced a groundbreaking partnership with IG Group, allowing us to operate independently while benefiting from the expertise and resources of a leading industry player.
This year marks a significant acceleration in our roadmap, as we enhance our product offerings with new features like mutual funds, bonds, and family investment tools. Additionally, we are exploring the integration of AI to elevate our customer experience further.
Your Responsibilities...
Manage asset transfers in and out of the company pertaining to ISA/GIA and SIPP products.
Ensure transfer applications are processed within established SLAs.
Conduct valuations and facilitate asset acceptance in accordance with SLAs.
Communicate with external parties and clients to track and expedite transfer progress.
Provide technical assistance to the Customer Operations team to resolve client inquiries.
Oversee the CREST transfer process.
Assist the broader transfers team with various ad-hoc tasks.
Your Qualifications...
Exceptional attention to detail, as accuracy in your tasks is critical to regulatory compliance.
Ability to work autonomously and take initiative.
Strong communication skills to effectively liaise with stakeholders.
Experience in procedure reviews and process enhancements.
Proficiency in Excel and familiarity with CREST transfers.

