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Strong employer brand, metro location, and generic associate title increase applicant competition.
UK pensions, HMRC and transfer expertise required, so background fit sensitivity is high.
No explicit years or certifications and only preferred pension experience, so filters are light.
Process transfer disinvestment requests from Third Party Providers or Trustees and issue required legal, regulatory, and non-regulatory packs to relevant stakeholders.
Perform enhanced due diligence on third party providers and analyze cases with shared information from members or 3rd parties.
Handle complex PTFC calculations, record Benefit Crystallisation Events, RTI tax submissions, tax charge and reportable events to HMRC, and manage service delivery audit and sale control reports.
Knowledge or experience in Workplace Investing (WI) Transfers preferred.
Understanding of UK financial services markets and mutual funds along with regulatory frameworks.
Work Experience Required: Not explicitly mentioned in the JD.
Prior UK Pensions knowledge is a helpful add-on but not mandatory.
Experience working in UK pension administration or financial services environment focusing on transfers and disinvestments.
Ability to conduct enhanced due diligence and complex financial calculations in compliance with regulatory requirements.
Familiarity with regulatory reporting and liaison with third parties like trustees and financial advisers.