Transfers Operations Associate, Freetrade

• Understanding the rules and regulations. Additional knowledge within European stock transfers, JISA’s or fund transfers would be beneficial as well
• 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
• Strong communication skills
• Procedure reviews
• Process enhancements
• Use of excel
• Self starter - be able to go ahead and change and improve processes without support

Desirable

• 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
• 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

• 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