Transfers Technical Manager

Hargreaves Lansdown Asset Management Limited; Bristol; Hybrid; GBP 40,000 - 70,000; Full time

Job summary

A leading financial services firm in Bristol is seeking a Transfers Technical Manager responsible for overseeing Pensions and Investment Accounts. The role demands clear communication of regulations, a keen understanding of compliance, and adept collaboration across teams. Ideal candidates will have leadership experience and strong problem-solving abilities. The firm promotes a hybrid work environment and offers various benefits, including a discretionary annual bonus, medical insurance, and generous holidays.

Benefits

Discretionary annual bonus

25 days holiday plus bank holidays

Flexible working options

Pension scheme up to 11% employer contribution

Private medical insurance

Gym memberships and wellbeing apps available

Qualifications

• Proven ability to convey points effectively to different audiences.
• Demonstrated leadership in operational or client-facing roles.
• Capable of simplifying complex problems and implementing solutions.

Responsibilities

• Deliver technical, regulatory, client, and colleague outcomes.
• Communicate regulatory updates effectively to various channels.
• Collaborate with Service teams to document processes and controls.

Skills

Excellent communication and presentation skills

Excellent knowledge of relevant regulation

Leadership experience

Change management

Sound analytical/problem solving skills

Effective stakeholder management

Job description

Excited to grow your career?

Our purpose is to empower people to save and invest with confidence. We are looking for great people to join us, so please come and invest in YOUR future at HL.

We know that sometimes people can be put off applying for a job if they don't tick every box. If you're excited about working for us and have most of the skills or experience we're looking for, please go ahead and apply. We'd love to hear from you!

About the role

As a Transfers Technical Manager, you will be responsible for delivering good technical, regulatory, client and colleague outcomes around Pensions/ISAs/General Investment Accounts through analysis, root cause, training, control testing, relationship management, change and risk management activities. Additionally, you will be a role model for our HL values, driving positive outcomes for clients, colleagues and the business.

What you'll be doing

• Have an in depth understanding of relevant regulation and the risk and control framework and escalates risks, issues and trends.
• Communicate messages regarding regulations and updates through a variety of channels to the wider function
• Liaise with process owners across the Service function and the wider business to ensure end to end transfer processes and controls are designed and documented effectively
• Collaborate proactively and build relationships with Service teams and the wider business; performs horizon scanning and impact assessments and takes ownership for overseeing the documentation of processes, risks and controls across the function
• Develop and maintain a communication framework for all technical, regulatory, and procedural changes to ensure that all teams are aware of changes, updates and requirements specific to their roles
• Working closely with L&OD and other internal customers to ensure technical messages are communicated using the most effective channels in an efficient manner

About you

• Excellent communication and presentation skills with the ability to convey points to different audiences and facilitate group discussions
• Excellent knowledge of relevant regulation
• Leadership experience within operational or client facing environments
• Change management
• Sound analytical/problem solving skills with the ability to identify the root cause and set effective actions to prevent re-occurrence
• Ability to simplify complex problems and implement innovative solutions
• Effective stakeholder management
• Ability to make decisions effectively, considering client and risk impact and escalating issues where appropriate

Interview process

This will be a two-stage interview process, consisting of competency and behavioural based questions and a task.

Working Schedule

The role is based in our Bristol head office, BS1 5HL. This role is permanent, full time, 37.5 hours per week, Monday to Friday. We have returned to the office, however for this role we offer a hybrid flexible working pattern.

Why us?

Here at HL, we're the UK's number 1 investment platform for private investors, based in Bristol. For more than 40 years we've helped investors save time, tax and money on their investments.

To achieve our mission, we believe we have a workplace like no other, with constant learning, dynamic teams, and a great ethos. We're steered by core values that promote service, quality, innovation, and opportunity in everything we do.

What's on offer?

• Discretionary annual bonus* & annual pay review
• 25 days* holiday plus bank holidays and 1-day additional Christmas closure time
• Option to purchase an additional 5 days holiday per year at annual enrolment
• Flexible working options available, including hybrid working
• Enhanced parental leave
• Pension scheme up to 11% employer contribution
• Sharesave scheme - have a real stake in HL's future
• Income Protection & Life insurance (4 x salary core level of cover)
• Private medical insurance*
• Health care cash plans - including optical, dental, and out patientcare
• Help@hand and an Employee Assistance Programme
• Gympass - gym memberships and wellbeing apps available
• Variety of travel to work schemes with free bike storage and shower facilities
• An inhouse barista serving subsidised coffee and snacks
• Join HL's sports, I&D networks and volunteering groups (two paid volunteering days per year)
• LifeWorks Discounts on services, restaurants and retailers

* dependant on role level

#HLI

Hargreaves Lansdown is an inclusive employer that values diversity in its workforce. We encourage applications from all individuals without regard to race, religion, gender, sexual orientation, national origin, disability or age.

This role may also be available on a flexible working or part time basis - please ask the Recruitment & Onboarding team for more information.

Please note, we are unable to provide employment sponsorship to candidates.