Transfer Administration Manager

Core-Asset Consulting Ltd; North East; On-site; GBP 35,000 - 50,000; Full time

Job summary

A leading financial advisory firm is seeking a Transfer Administration Manager in North East England. You will oversee pensions, ISA, and GIA processing teams, ensuring high performance and compliance with SLAs. The role involves managing key relationships, driving process improvements, and maintaining high customer satisfaction.

Benefits

Highly competitive salary

Wider benefits package

Qualifications

• Proven track record of leading high performing teams.
• Experience in managing pensions/ISA/GIA transfers.
• Strong skills in project management and process improvement.

Responsibilities

• Manage pensions/ISA/GIA transfers processing & servicing teams.
• Create a high performing team and monitor performance against SLAs.
• Take ownership of incidents, complaints, and ongoing projects.

Skills

Transfer administration experience

Leadership

Customer satisfaction

Strong excel skills

Project management

Process improvement

Job description

Job Description:

Our client, a leading financial advisory firm, is currently recruiting for a Transfer Administration Manager to join the team on a permanent basis.In this role, you will be responsible for the process management and performance of the business's Investments pension transfers processing and servicing teams.

Skills/Experience:

• Transfer administration experience
• Proven track record of leading high performing team
• Experience in similar role, managing both pensions/ISA/GIA transfers processing and servicing teams around the flow of work, achieving customer satisfaction.
• Strong excel skills
• Project management skills
• Process improvement skills

Core Responsibilities:

• Manage the pensions/ISA/GIA transfers processing & servicing teams
• Create a high performing team
• Take ownership of incidents updates and closures.
• Support your teams by overseeing quality checks, complaint handling, breach reporting, escalation, attestation and resolution and to ensure and your teams tasks completed is of a high standard and compliant.
• Take ownership of team reports & MI produced for the management teams including Monthly MI/Reports and ensure completion within timescales.
• Manage any third-party relationships with regulators & suppliers
• Monitoring the performance of the teams against SLAs and taking steps to maintain high levels of service as required.
• Produce & maintain teams MI and assist in the analysis and identification of relevant trends and issues, making appropriate recommendations and implement appropriate actions.
• Mange delivery of routine project work when required.
• Take ownership of new and inflight RFWs to completion.
• Ensure pensions/ISA/GIA transfers processing and servicing tasks are carried out correctly in the teams within Service Level Agreements (SLAs).
• Ensure that Service Level Agreements (SLAs) are in place.
• Ensure that complaints are resolved within KPI timescales

Benefits:

• A highly competitive salary
• Wider Benefits package

Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.

Job reference: 16112

To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.

At Core-Asset, we're committed to protecting and respecting your privacy.Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.

By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.

Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement

Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.

INDPERM