Transfer Specialist

Hartley Pensions Limited; Bristol; Hybrid; GBP 80,000 - 100,000; Full time

Job summary

A pension management company is seeking a Senior Transfer Specialist to manage client SIPPs and ensure efficient pension transfers. Candidates must have substantial experience in SIPP or SSAS administration, a strong understanding of UK pension regulations, and the ability to liaise with stakeholders. This role involves training junior staff and maintaining high standards of service in transferring client accounts. Diversity is valued in the team, encouraging applicants from various backgrounds.

Qualifications

• Substantial experience working with SIPP or SSAS pension administration.
• 经验 in pension transfers and strong understanding of UK pension legislation.
• Ability to manage complex workloads and oversee junior colleagues.

Responsibilities

• Transfer a case load of client SIPPs over multiple books of business.
• Reconcile client SIPP accounts and transfer them to new HMRC‑registered pension operators.
• Liaise with multi‑party stakeholders, maintaining clear communication.
• Ensure efficient processing of pension‑related administrative requests.

Skills

Experience in pension transfers

Understanding of UK pension legislation

Stakeholder communication

SIPP or SSAS pension administration experience

Job description

Senior Transfer Specialist

• Transfer a case load of client SIPPs over multiple books of business.
• Reconcile client SIPP accounts and transfer them to new HMRC‑registered pension operators.
• Liaise with multi‑party stakeholders across the business, maintaining clear and transparent communication with clients, business partners and receiving schemes.
• Ensure efficient processing of pension‑related administrative requests.
• Handle complex and varied workloads, support and train junior colleagues, and oversee the work of others by identifying and addressing areas for improvement.

Applicants must have substantial experience working with SIPP or SSAS pension administration, experience in pension transfers and a strong academic understanding of UK pension legislation and regulations.

Security Clearance: Applicants must be a sole UK national able to obtain and maintain UK MoD Security Clearance (SC). Already holding SC clearance is desirable.

Diversity is important to us. Growing, maintaining and promoting a diverse team is a priority for us. We actively encourage individuals from all backgrounds, experiences, and perspectives to apply.

Hartley Pensions is a SIPP and SSAS operator providing white‑label SIPPs for leading investment and trading platforms. We are not providing sponsorship to applicants at this time.

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