Client Pensions Transfer Analyst

InspireUniversity.com; Glasgow; Hybrid; GBP 25,000 - 27,000; Full time

Job summary

InspireUniversity.com is looking for a Client Pensions Transfer Analyst to join their Glasgow operations team. The role involves handling queries related to pension transfers, ensuring compliance, and delivering excellent service in a fast-paced environment. The company offers competitive salary packages, including a talented support structure to assist your career growth.

Benefits

Private medical insurance

Discounted gym membership

Cycle-to-work scheme

Mental health support

Free snacks and drinks in the office

Qualifications

• Previous experience in financial services preferred, ideally with pensions.
• Excellent organizational abilities and capacity to manage competing priorities.
• Strong communication skills to build relationships.

Responsibilities

• Managing pension transfer queries and ensuring compliance.
• Supporting multiple service functions and contributing to client outcomes.
• Identifying process improvements for better service delivery.

Skills

Attention to detail

Proactive attitude

Problem-solving

Communication

Organizational skills

Education

Experience in financial services

Job description

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Client Pension Transfer Analyst

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 a Client Pension Transfer Analyst 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.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Accounting

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