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Strong employer brand, metro location, generalist Associate title, and mid-level finance role increase candidate competition.
Pensions transfers and UK regulatory knowledge are specialized, making cross-industry transferability limited.
No explicit years but prefers pensions/UK transfers and regulatory/ HMRC experience, so moderate filter applies.
Process transfer disinvestment requests from Third Party Providers and Trustees.
Issue legal, regulatory, and non-regulatory packs to Third Party Providers, Financial Advisors, and members.
Perform enhanced due diligence on third party providers and handle complexBenefit Crystallisation Events, RTI tax submissions, and related HMRC reporting.
Experience with Workplace Investing (WI) Transfers is preferable but not strictly required.
Understanding of UK financial services markets, mutual funds, and regulatory framework.
Prior UK Pensions knowledge is an added advantage, but not mandatory.
Work Experience Required: Not explicitly mentioned in the JD.
Familiar with pension administration services and transfer processes within UK financial services.
Ability to conduct enhanced due diligence and analytical review of transfer-related cases.
Comfortable operating in a regulated UK pensions environment with strong accuracy in tax and compliance reporting.