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For Companies At a Glance
- Tasks: Manage pension transfer queries and ensure smooth client experiences.
- Company: Join Nucleus Financial Platforms, dedicated to making retirement rewarding.
- Benefits: Enjoy hybrid working, private medical insurance, and a 10% annual bonus.
- Why this job: Be part of a supportive team that values innovation and inclusivity.
- Qualifications: Previous financial services experience is a plus; strong communication skills required.
- Other info: 25 days holiday, rising with service, and a commitment to diversity.
The predicted salary is between 25000 - 27000 £ per year.
Client Services Analyst Pension Transfers
Location: Glasgow
Salary: £25-27k DOE + up to 10% bonus
Hours: 35 hours per week, Monday Friday
Working Pattern: Hybrid (2 Days office / 3 days at home after training)
Were looking for aClient Services Analyst Pension Transfers to join our Operations team in Glasgow. If you enjoy problem-solving, delivering excellent service, and supporting others to achieve the best outcomes, you could be the perfect fit.
This role sits at the heart of our business , working closely with advisers and internal teams to ensure client transfers and financial transactions are handled efficiently, accurately, and in line with regulatory standards.
What Youll Be Doing
Youll manage a variety of queries each day, helping to ensure every client and adviser experience is smooth, timely, and compliant. Youll contribute to high-quality client outcomes while strengthening our internal operations and control processes.
Key responsibilities include:
- Managing queries related to pension transfers, money movements, and platform operations
- Supporting colleagues across multiple service functions
- Identifying and helping implement process improvements that benefit our clients and safeguard their investments
- Sharing knowledge and best practices to strengthen team capability
- Taking ownership of tasks within our risk and compliance framework
What You Bring
Youre known for your attention to detail, calm under pressure, and a proactive, can-do attitude. You enjoy working in a fast-paced environment, where teamwork, customer care, and operational excellence come together to make a real impact.
Youll thrive if you:
- Have previous experience in financial services (platform/wrap experience a plus)
- Communicate clearly and confidently
- Build trusted relationships and collaborate effectively
- Are highly organised and able to manage competing priorities
- Understand the importance of financial controls and risk awareness
- Are always looking for ways to improve and innovate
Why Join Us?
Were part of the Nucleus Financial Platforms Group, where our mission is simple: make retirement more rewarding. That means putting people first our colleagues, advisers, and the customers we support. We value openness, ownership, and a willingness to do things differently.
Heres what we offer:
Wellbeing & Lifestyle
- Private medical insurance
- Discounted gym membership
- Cycle-to-work scheme
- Mental health support and menopause ambassadors
- Free snacks and drinks in the office
Financial Security
- Up to 10% annual bonus based on performance
- 10% non-contributory pension
- Life assurance and income protection
- Annual salary review
Work-Life Balance
- 25 days holiday (plus bank holidays), rising with service
- Holiday trading scheme
- Paid time off for emergencies
- Hybrid working after training (2 days office / 3 days home)
Inclusion & Diversity
Inclusion isnt a slogan its how we work. We know that diverse teams make better decisions, build stronger relationships, and deliver more meaningful outcomes. Thats why were committed to creating a truly inclusive workplace, where everyone feels they belong.
Ready to Apply?
If youre excited by the opportunity to grow your career in a fast-moving, supportive environment wed love to hear from you. Apply now and a member of our recruitment team will be in touch.
Client Services Analyst Pension Transfers in Glasgow employer: Greenbean
Contact Detail:
Greenbean Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Analyst Pension Transfers in Glasgow
✨Tip Number 1
Familiarise yourself with the pension transfer process and current regulations. This knowledge will not only help you in interviews but also demonstrate your commitment to understanding the role.
✨Tip Number 2
Network with professionals in the financial services sector, especially those who have experience in client services or pension transfers. Engaging with them can provide insights and potentially lead to referrals.
✨Tip Number 3
Prepare to discuss specific examples of how you've handled client queries or improved processes in previous roles. This will showcase your problem-solving skills and ability to contribute to high-quality client outcomes.
✨Tip Number 4
Research StudySmarter's values and culture. Understanding our mission and how we prioritise people will help you align your answers during the interview, making you a more attractive candidate.
We think you need these skills to ace Client Services Analyst Pension Transfers in Glasgow
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services, particularly any roles involving pension transfers or client services. Use keywords from the job description to demonstrate your fit for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your problem-solving skills and attention to detail. Mention specific examples of how you've contributed to client outcomes in previous roles, and express your enthusiasm for the position.
Highlight Relevant Skills: In your application, emphasise skills such as communication, organisation, and risk awareness. Provide examples of how you've successfully managed competing priorities and improved processes in past positions.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial for this role.
How to prepare for a job interview at Greenbean
✨Showcase Your Problem-Solving Skills
As a Client Services Analyst, you'll be managing various queries daily. Prepare examples of how you've effectively solved problems in previous roles, especially in financial services, to demonstrate your capability.
✨Emphasise Attention to Detail
This role requires a keen eye for detail, especially when handling client transfers and financial transactions. Be ready to discuss specific instances where your attention to detail made a significant difference in your work.
✨Demonstrate Your Communication Skills
Clear and confident communication is key in this position. Practice articulating your thoughts and experiences succinctly, and be prepared to explain complex concepts in simple terms, as you will need to build trusted relationships with clients and advisers.
✨Highlight Your Teamwork Experience
Collaboration is essential in this role. Share examples of how you've worked effectively within a team, supported colleagues, and contributed to a positive team environment, showcasing your proactive attitude and willingness to help others.
