At a Glance
- Tasks: Manage pension transfers and provide top-notch customer service in a dynamic financial environment.
- Company: Innovative financial services provider transforming investment platforms.
- Benefits: Flexible working, friendly office culture, and opportunities for professional growth.
- Other info: Collaborative environment with a focus on automation and user experience.
- Why this job: Join a mission-driven team focused on delivering exceptional service and making a real impact.
- Qualifications: Experience with regulated financial products and strong analytical skills.
The predicted salary is between 31500 - 38500 £ per year.
- Ready to apply Before you do, make sure to read all the details pertaining to this job in the description below.
- SIPP Pension Transfer Specialist for successful financial services provider
- Experience of other regulated financial products useful - ISA, GIA
- Flexible working 2-3 days week either Wimborne / London - friendly office.
Company
Growing financial services infrastructure provider on a mission to transform the platforms that underpin the world of investments and financial advice.
Growing to be the leading provider of infrastructure to the investments and adviser community offering a unique platform model devoted to championing automation and unrivalled user experience our client is focused on delivering good outcomes for their customers through exceptional service levels.
About the role
The Pension Transfers Specialist role is integral to delivering first-class customer service across a comprehensive product suite.
The successful candidate will provide robust analytical and operational support, enhancing client service capabilities, regulatory compliance, and process efficiencies.
You will collaborate closely with financial advisers, end consumers, and internal teams, including Product, Technology, and Pensions.
Key Responsibilities
Transfer Processing & Client Operations
- Process full and partial transfers in and out across ISA, GIA, SIPP, and other product wrappers with accuracy and within agreed SLAs.
- Manage incoming valuations, asset acceptance, eligibility checks, and transfer instructions across Altus, Origo, CREST, and internal systems.
- Monitor, track, and chase transfer progress, liaising with ceding parties, custodians, fund managers, and advisers.
- Resolve internal and external queries, ensuring clear, timely, and professional communication aligned with service standards.
- Support European stock transfers, JISAs, fund transfers, and more complex cases where required.
- Oversight, Controls & Reporting
- Produce daily MI, update KPIs, and maintain accurate oversight across the transfer pipeline.
- Perform and verify CREST checks, reconciliations, and regulatory control requirements.
- Approve payments and transfer-related financial movements in line with internal governance. xgikmsk
- Maintain an audit-ready environment, ensuring transfer processing adheres to FCA, HMRC, CASS, and industry rules.
...
SIPP Pension Transfers Specialist in Wimborne Minster employer: MORRIS SINCLAIR RECRUITMENT LTD Careers
Join a dynamic team of Data Cabling Engineers in the picturesque West Sussex and Surrey region, where we prioritise high-quality installations and exceptional work standards. Our supportive work culture fosters professional growth, offering competitive day rates and immediate start opportunities on large-scale projects. With all necessary materials provided and a focus on safety and compliance, this role is perfect for skilled engineers looking to make a meaningful impact in a thriving environment.
Contact Details:
MORRIS SINCLAIR RECRUITMENT LTD Careers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land SIPP Pension Transfers Specialist in Wimborne Minster
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We think you need these skills to ace SIPP Pension Transfers Specialist in Wimborne Minster
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✨Brush Up on Financial Analysis Skills
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