Brokerage Operations Specialist

Transfers Operations Specialist

Department: Operations

Employment Type: Permanent - Full Time

Location: London

Description

At Freetrade, we believe investing should be accessible to everyone. It's one of the best ways to grow your savings, but for many, it seems complicated, expensive, and out of reach.

We're here to change that. We're building a team with diverse and unique perspectives to help us on our mission to demystify investing. Our goal is to help our customers achieve better long-term financial outcomes. In 2024, we'll be focusing on making our business cash flow profitable. We'll also be radically improving our product for our core customer base. In the UK, we now have over 1.6 million registered users, and we offer a range of products such as the Freetrade Pension, a stocks and shares ISA, and UK Treasury bills.

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.
• Engage in project work - Review and explore new opportunities.
• Define and improve processes and procedures.

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 go ahead and change and improve processes without support.

Benefits & Logistics

The application process consists of a four-stage process. You will initially have a phone interview with one of our internal Talent Specialists, followed by a call with the hiring manager, a technical interview, and a cultural and behavioural interview.

We offer a competitive salary plus a bonus structure.

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.