Transfer Administration Manager

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Transfer Administration Manager, Newcastle upon Tyne

Location: Newcastle upon Tyne, United Kingdom

Job Category: Banking

EU work permit required: Yes

Job Reference: 16112_1748941010

Job Views: 4

Posted: 03.06.2025

Expiry Date: 18.07.2025

Job Description:

Our client, a leading financial advisory firm, is recruiting for a Transfer Administration Manager to join on a permanent basis. You will oversee the process management and performance of the Investments pension transfers processing and servicing teams.

Skills/Experience:

• Transfer administration experience
• Proven leadership of high-performing teams
• Experience managing pensions/ISA/GIA transfers processing and servicing teams
• Strong Excel skills
• Project management skills
• Process improvement skills

Core Responsibilities:

• Manage pension/ISA/GIA transfers processing & servicing teams
• Develop a high-performing team
• Oversee incident updates, quality checks, complaint handling, breach reporting, escalation, and resolution
• Manage team reports and MI for management, including monthly reports
• Manage relationships with regulators and suppliers
• Monitor team performance against SLAs
• Analyze MI, identify trends, and recommend actions
• Deliver routine project work
• Manage new and inflight RFWs to completion
• Ensure tasks are completed within SLAs
• Resolve complaints within KPI timescales

Benefits:

• Highly competitive salary
• Wider benefits package

Core-Asset Consulting is an equal opportunities employer. Applicants must be eligible to work in the UK. For more information, see our Privacy Statement at our website .

Application details and further information are available on our website.

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