Associate - Transfers and Regulatory Processing

Fidelity International; Bengaluru; On-site; INR 600,000 - 900,000; Full time

Job summary

Fidelity International in Bangalore is seeking an Associate for Re Reg & Transfers GPS Delivery to support the Transfers & Retirements capability. The role is permanent and focused on processing transfer disinvestments and related regulatory packs for UK pension-related clients.

The ideal candidate has transfers experience, good understanding of UK financial services markets, and knowledge of pensions. You will work with Third Party Providers, financial advisers, and members, ensuring accuracy

Qualifications

• 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.

Responsibilities

• Processing transfer disinvestments requests 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.

Skills

Transfers experience

UK financial services knowledge

Pensions knowledge

Customer service principles

Job description

Associate - Re Reg & Transfers GPS Delivery

Job Type: Permanent

Application 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.

For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com. For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.

Experience Level Mid Level