Associate - Transfers and Regulatory Processing

Fidelity International; Bengaluru; On-site; INR 600,000 - 1,000,000; Full time

Job summary

Fidelity International in Bengaluru seeks an Associate - Re Reg & Transfers GPS Delivery to join the Workplace Investing Operations team. You will manage transfer disinvestments, issue regulatory packs, and support audit and mailbox queries within the Transfers Out group.

The role requires familiarity with UK pension processes, regulatory frameworks, and strong customer-service delivery to trustees and advisers. Based in Bangalore with a comprehensive benefits package.

Qualifications

• Experience in Workplace Investing Transfers preferred.
• Understanding of UK financial services and mutual funds.
• Prior UK Pensions knowledge is an added advantage.
• Demonstrated the 7 principles of customer service.

Responsibilities

• Process transfer disinvestments requests from Third Party Providers/Trustees.
• Issue legal, regulatory and non-regulatory packs to providers/advisers.
• Issue manual payment forms and payment letters to stakeholders.
• Perform enhanced due diligence checks on third party providers.
• Handle mailbox and service delivery audits; generate control reports.
• Compute PTFC and related financial calculations.
• Record Benefit Crystallisation Events, RTI submissions and tax items.

Skills

WI Transfers experience

UK pension knowledge

Regulatory understanding

Customer service principles

Job description

Associate - Re Reg & Transfers GPS Delivery

Job Type: PermanentApplication Deadline: 18 September 2026

Job Description Title Associate - Re Reg & Transfers GPS Delivery

Department - Transfers & Retirements Capability Location - Bangalore Reports To Team Leader/Manager Level Grade 1

We’re proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working together - and supporting each other - all over the world. So, join our team and feel like you’re part of something bigger.

About your team

Workplace Investing (WI) Operations supports and maintains pension administration services for a wide range of corporate clients. The nature of the service provided includes full support to pension scheme members at all stages of the administration life cycle through to specialist support to trustees and members for specific task delivery. Workplace Investing Transfers Out team is AA rated process that handles Disinvestment requests and producing regulatory packs for Workplace Investing members and Financial Advisers.

About your role

• Processing transfer disinvestments requests received from Third Party Providers/ Trustees;
• Issuing legal & regulatory and non-regulatory packs to Third Party Providers/ Financial Advisors /members,
• Issuing Manual payment forms and payment letters
• Performing enhanced Due Diligence checks on third party providers, along with further analysis of cases where information is shared by member/3rd parties
• Handling Mailbox, Service Delivery - Audit requests, Sale Control reports.
• Doing Complex PTFC Calculations.
• Recording Benefit Crystallisation Events, RTI tax submissions, Tax charge and Reportable Events to HMRC.

About you

• WI Transfers experience would be preferrable.
• Understanding of UK financial services markets and mutual funds and broader understanding of regulatory framework.
• Prior UK Pensions Knowledge would be an added advantage.
• Has demonstrated the 7 principles of customer service in previous roles.

Feel rewarded

For starters, we’ll offer you a comprehensive benefits package. We’ll value your wellbeing and support your development. And we’ll be as flexible as we can about where and when you work – finding a balance that works for all of us. It’s all part of our commitment to making you feel motivated by the work you do and happy to be part of our team.

Experience Level Mid Level