Transfer Administration Manager

Core-Asset Consulting; North East; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading financial advisory firm is seeking a Transfer Administration Manager for a permanent position in Newcastle upon Tyne. The role involves managing transfer processes and performance, leading teams, and ensuring compliance with SLAs. Ideal candidates will have experience in transfer administration and strong leadership capabilities, alongside project and process improvement skills.

Benefits

Highly competitive salary

Wider benefits package

Qualifications

• Proven leadership experience in high-performing teams.
• Experience managing pensions, ISA, and GIA transfers.
• Strong Excel and project management skills.

Responsibilities

• Manage pensions, ISA, and GIA transfers processing and servicing teams.
• Oversee incident updates and quality checks.
• Monitor team performance against SLAs and analyze trends.

Skills

Transfer administration experience

Leadership

Excel

Project management

Process improvement

Job description

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Transfer Administration Manager, Newcastle upon Tyne

Location:

Newcastle upon Tyne, United Kingdom

Job Category:

Banking

EU work permit required:

Yes

Job Reference:

16112_1752145530

Job Views:

4

Posted:

10.07.2025

Expiry Date:

24.08.2025

Job Description:

Our client, a leading financial advisory firm, is recruiting for a Transfer Administration Manager to join on a permanent basis. You will be responsible for managing the process and performance of the Investments pension transfers processing and servicing teams.

Skills/Experience:

• Transfer administration experience
• Proven leadership in high-performing teams
• Experience managing pensions/ISA/GIA transfers processing and servicing teams
• Strong Excel skills
• Project management skills
• Process improvement skills

Core Responsibilities:

• Manage pensions/ISA/GIA transfers processing & servicing teams
• Create a high-performing team
• Oversee incident updates, quality checks, complaint handling, breach reporting, escalation, and resolution
• Produce team reports & MI for management, including monthly reports
• Manage relationships with regulators & suppliers
• Monitor team performance against SLAs
• Analyze trends and recommend actions
• Deliver routine project work
• Manage new and inflight RFWs
• Ensure tasks are carried out within SLAs
• Resolve complaints within KPI timescales

Benefits:

• Highly competitive salary
• Wider benefits package

Core-Asset Consulting is an equal opportunities employer. We welcome applications from all backgrounds.

Applicants must be eligible to work in the UK.

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