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- Tasks: Lead and manage pension transfer teams, ensuring top-notch service and performance.
- Company: Join a leading financial advisory firm known for its commitment to excellence.
- Benefits: Enjoy a competitive salary and a comprehensive benefits package.
- Why this job: Be part of a dynamic team that values leadership and innovation in finance.
- Qualifications: Experience in transfer administration and strong leadership skills are essential.
- Other info: Open to applicants from all backgrounds; must be eligible to work in the UK.
The predicted salary is between 36000 - 60000 £ per year.
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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_1752145530
Job Views:
4
Posted:
10.07.2025
Expiry Date:
24.08.2025
Job Description:
Our client, a leading financial advisory firm, is recruiting for a Transfer Administration Manager to join on a permanent basis. You will be responsible for managing the process and performance of the Investments pension transfers processing and servicing teams.
Skills/Experience:
- Transfer administration experience
- Proven leadership in 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 pensions/ISA/GIA transfers processing & servicing teams
- Create a high-performing team
- Oversee incident updates, quality checks, complaint handling, breach reporting, escalation, and resolution
- Produce team reports & MI for management, including monthly reports
- Manage relationships with regulators & suppliers
- Monitor team performance against SLAs
- Analyze trends and recommend actions
- Deliver routine project work
- Manage new and inflight RFWs
- Ensure tasks are carried out within SLAs
- Resolve complaints within KPI timescales
Benefits:
- Highly competitive salary
- Wider benefits package
Core-Asset Consulting is an equal opportunities employer. We welcome applications from all backgrounds.
Applicants must be eligible to work in the UK.
We are committed to protecting your privacy. Please review our privacy statement on our website.
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Transfer Administration Manager employer: Core-Asset Consulting
Contact Detail:
Core-Asset Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Transfer Administration Manager
✨Tip Number 1
Familiarise yourself with the latest trends in pension transfers and financial regulations. This knowledge will not only help you during interviews but also demonstrate your commitment to staying updated in the field.
✨Tip Number 2
Network with professionals in the financial advisory sector, especially those who have experience in transfer administration. Engaging with them can provide insights into the role and may even lead to referrals.
✨Tip Number 3
Prepare to discuss specific examples of how you've improved processes or led high-performing teams in your previous roles. Concrete examples will showcase your leadership skills and problem-solving abilities.
✨Tip Number 4
Research the company culture of the firm you're applying to. Understanding their values and mission can help you tailor your approach and show that you're a great fit for their team.
We think you need these skills to ace Transfer Administration Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your transfer administration experience and leadership skills. Use specific examples that demonstrate your ability to manage pensions, ISA, and GIA transfers.
Craft a Compelling Cover Letter: Write a cover letter that showcases your project management skills and process improvement experience. Explain why you are passionate about the role and how your background aligns with the company's needs.
Highlight Relevant Skills: In your application, emphasise your strong Excel skills and any experience with incident updates, quality checks, and complaint handling. These are crucial for the Transfer Administration Manager role.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is essential in this role.
How to prepare for a job interview at Core-Asset Consulting
✨Showcase Your Leadership Skills
As a Transfer Administration Manager, you'll need to demonstrate your ability to lead high-performing teams. Prepare examples of how you've successfully managed teams in the past, focusing on your leadership style and the outcomes achieved.
✨Highlight Your Transfer Administration Experience
Make sure to discuss your specific experience with pensions, ISAs, and GIA transfers. Be ready to explain the processes you've managed and any improvements you've implemented, as this will show your expertise in the field.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills, especially regarding incident handling and complaint resolution. Think of scenarios where you successfully navigated challenges and be prepared to share these stories.
✨Demonstrate Your Analytical Skills
Since the role involves monitoring team performance and analysing trends, be ready to discuss how you've used data to drive decisions in previous roles. Bring examples of reports you've created or insights you've derived from data analysis.
