Overview
Hydrogen Group are supporting our pensions client in the search for an experienced Platform/Pension Transfers Manager to lead and optimise transfer operations within a growing and fast-paced business.
Location: Newcastle (onsite twice per week)
Industry: Pensions / Financial Services
Role overview: oversee the end-to-end pension transfer process, ensuring all activities are accurate, compliant, and efficient. Lead a dedicated team responsible for transfer operations, provide leadership and guidance, and drive continuous improvement across processes and systems. Strong technical knowledge of pensions and platforms, and a proven ability to manage teams, implement process enhancements, and ensure exceptional service delivery to customers and stakeholders.
Key Responsibilities
* Lead, coach, and develop the transfers team to achieve departmental and organisational goals.
* Oversee all aspects of pension and platform transfers, ensuring accuracy, compliance, and timely processing.
* Manage workflows, monitor performance metrics, and identify opportunities to enhance efficiency and customer outcomes.
* Act as a subject matter expert in transfers, particularly with experience of Origo systems and asset movements between providers.
* Ensure all transfer activities comply with regulatory and company standards.
* Address and resolve escalated transfer issues and complaints.
* Drive continuous improvement initiatives across transfer operations and documentation.
* Collaborate with senior management and compliance teams to maintain high operational standards and mitigate risk.
Experience & Skills
* Strong experience in pension or platform transfer operations within financial services.
* Proven people management experience with the ability to develop, motivate, and lead teams.
* Solid understanding of Origo transfer systems and pension transfer legislation.
* Strong process improvement mindset with experience implementing change in operational environments.
* Excellent communication and stakeholder management skills.
* Comfortable managing performance, handling complex issues, and ensuring regulatory compliance.
Seniority level
* Mid-Senior level
Employment type
* Contract
Job function
* Analyst and Management
* Industries: Funds and Trusts and Pension Funds
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