SIPP Pension Transfers Specialist

MORRIS SINCLAIR RECRUITMENT LTD; Greater London; Hybrid; GBP 70,000 - 90,000; Full time

Benefits offered by this job

25 days holiday + bank holidays

Birthday off

Vitality Private Healthcare

Smart Pensions Pension Plan

Job summary

MORRIS SINCLAIR RECRUITMENT LTD is seeking a SIPP Transfer Specialist to deliver high-quality customer service across a comprehensive product suite. You will provide analytical and operational support, ensuring regulatory compliance and process efficiencies while collaborating with advisers, clients, and internal teams.

The role focuses on transfer processing, oversight, and reporting within FCA frameworks, with flexible work arrangements across Wimborne or London, and opportunities to develop

Qualifications

• Extensive experience managing ISA, GIA, and SIPP transfers in wealth platforms.
• Strong understanding of transfer rules, re-registration, and cash transfers.
• Familiar with Altus, Origo, CREST and related systems.
• Excellent communication for internal and adviser/client interaction.
• Advanced Excel for reporting and reconciliation.

Responsibilities

• Process full and partial transfers across ISA, GIA, SIPP with accuracy and SLAs.
• Manage valuations, eligibility checks, and transfer instructions across systems.
• Monitor transfer progress and liaise with parties, fund managers, advisers.
• Resolve queries with timely, professional communication.
• Support European stock transfers and complex transfers when needed.
• Produce daily MI, update KPIs, and ensure regulatory controls.

Skills

Transfer processing

Regulatory compliance

Excel analysis

Attention to detail

Independent worker

Communication skills

Stakeholder management

Process improvement

Risk management

Financial services domain knowledge

Tools

Altus

Origo

CREST

Job description

• 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.
• Maintain an audit-ready environment, ensuring transfer processing adheres to FCA, HMRC, CASS, and industry rules.

Skills, Experience & Competencies

• 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.
• Hands-on experience with transfer systems such as Altus, Origo, and familiarity with B2C or adviser platform processes.
• Exceptional attention to detail with the ability to manage critical, high-risk processes.
• Proven ability to work independently, proactively, and under pressure while maintaining high accuracy.
• Excellent written and verbal communication skills, able to articulate complex issues clearly.
• Advanced Excel skills for analysis, reporting, and reconciliation.
• Strong experience reviewing, refining, and implementing operational procedures.
• Analytical, process-driven mindset with the ability to identify root causes and implement improvements.

Skills & Qualifications

• Knowledge of Consumer Duty FCA principle 12.
• 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
• Excellent analytical skills with attention to detail
• Outstanding communication abilities with clients and internal stakeholders
• Ability to balance client service excellence with governance responsibilities

What we offer

• Opportunity to develop expertise across our four core service areas
• 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