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. 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. 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. Manage incoming valuations, asset acceptance, eligibility checks, and transfer instructions across Altus, Origo, CREST, and internal systems. Perform and verify CREST checks, reconciliations, and regulatory control requirements. Approve payments and transfer-related financial movements in line with internal governance. Extensive experience managing ISA, GIA, and SIPP transfers within a platform, wealth management, or financial services environment. Strong understanding of transfer rules, regulations, and industry standards, including re-registration and cash transfer processes. Exceptional attention to detail with the ability to manage critical, high-risk processes. Advanced Excel skills for analysis, reporting, and reconciliation. 10+ years of experience in financial services or wealth management ~ Strong knowledge of regulatory requirements in custody and investment services ~ Experience in policy review, process documentation, and control frameworks ~ Professional development in governance, risk management, and compliance ~ Collaborative environment working with a diverse range of financial services clients ~ Career progression in a growing wealth platform business ~25 days holiday plus bank holidays. ~ Your birthday off, this is not included as holiday, an extra little bonus! ~ Vitality Private Healthcare ~ Smart Pensions Pension Plan
Experienced Pensions Administrator - Flexible working employer: MORRIS SINCLAIR RECRUITMENT LTD
Join a well-established organisation in Edinburgh that values its employees through a supportive work culture and flexible hybrid working arrangements. With excellent benefits including a generous pension scheme, ongoing training opportunities, and a commitment to equality and diversity, this role as a Technical Systems Officer offers a meaningful career path in a safety-critical environment where your contributions will directly impact operational excellence.
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MORRIS SINCLAIR RECRUITMENT LTD Recruitment Team
