SIPP Transfers Specialist — Compliance & Client Service

Morris Sinclair Recruitment; Wimborne Minster; On-site; GBP 65,000 - 90,000; Full time

Benefits offered by this job

25 days holiday plus bank holidays.

Your birthday off

Vitality Private Healthcare

Smart Pensions Pension Plan

Job summary

Morris Sinclair Recruitment seeks an experienced Pension Transfers Specialist to deliver first-class client operations across ISA, GIA, and SIPP transfers. You will coordinate with advisers, consumers, and internal teams to ensure accurate processing, regulatory compliance, and efficient procedures.

Ideal candidates will have extensive experience with transfer platforms (Altus, Origo), strong analytical capabilities, and exceptional attention to detail.

Qualifications

• 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.

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 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

ISA transfers

GIA transfers

SIPP transfers

regulatory knowledge

analytical skills

attention to detail

communication skills

Excel

Tools

Altus

Origo

Job description

Morris Sinclair Recruitment seeks an experienced Pension Transfers Specialist to deliver first-class client operations across ISA, GIA, and SIPP transfers. You will coordinate with advisers, consumers, and internal teams to ensure accurate processing, regulatory compliance, and efficient procedures.

Ideal candidates will have extensive experience with transfer platforms (Altus, Origo), strong analytical capabilities, and exceptional attention to detail.