Pension Transfers and Administration Specialist

At Freetrade, we believe investing should be open to everyone. It’s one of the best ways to grow your savings, but for a lot of people, investing seems complicated, expensive and remote. We want to change all that! 

We're a technology company that brings simple, low-cost stock investing to everyone. We’ve built a beautiful investing app to trade in real shares, with zero commissions or fees in a fluid, mobile-first experience. 

As the first challenger stockbroker to disrupt the £1.2 trillion UK retail investment market, we’re poised to expand into Europe in 2021. With a Series A funding round led by Draper Esprit and our recent crowdfunding round in which we raised £7m, our total funding exceeds £24m.

As we have now launched our SIPP product to our platform, we're looking for an ambitious and driven Pension Transfers and Administration Specialist to join our Operations team. This is an exciting opportunity to help develop the operational blueprint for our SIPP product operations while building for customer excellence.

What you'll do in your first twelve months at Freetrade:

• Support the continued operational roll-out of the SIPP product.
• Act as subject matter expert to the engineering team as they build the functionality into our existing platform to enable automation.
• Provide end-to-end administration services including onboarding, transfers, calculations, valuations, benefit calculations, retirements and general servicing.
• Assist the operations team in ad-hoc brokerage work .
• Provide technical support to our Customer Operations team to help answer client queries.

About you: 

• You are passionate about our product and the opportunity to innovate and modernise the world of pensions with a customer-focussed and tech-centric approach.
• You have a solid working background and understanding within SIPPs and pension transfers, the relevant rules, regulations and reporting requirements.
• The opportunity to help build our company and embed a culture of doing the right thing truly excites you.
• You are experienced in managing projects and working cross functionally with various teams.
• You are used to working with a high level of independence and thrive in a fast-paced working environment where you can act on and share ideas.
• You are excited about what we’re doing at Freetrade and where we’re heading!
• Brokerage experience along with the IOC qualification is beneficial however it is not mandatory.

Logistics: 

The application process consists of a preliminary call with a member of the Talent Team, a phone interview with the Brokerage Operations Manager followed by a task and a Zoom video interview.

We offer a competitive salary plus stock options and lots of other benefits.

You’ll have a stake in the company you’re building, with stock options benchmarked to US companies (not Europe), so your equity will be truly meaningful.

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.