Join to apply for the Client Pensions Transfer Analyst role at InspireUniversity.com
3 days ago Be among the first 25 applicants
Join to apply for the Client Pensions Transfer Analyst role at InspireUniversity.com
Get AI-powered advice on this job and more exclusive features.
Client Pension Transfer Analyst
Location: Glasgow
Salary: £25-27k DOE + up to 10% bonus
Hours: 35 hours per week, Monday Friday
Working Pattern: Hybrid (2 Days office / 3 days at home after training)
Were looking for a Client Pension Transfer Analyst to join our Operations team in Glasgow. If you enjoy problem-solving, delivering excellent service, and supporting others to achieve the best outcomes, you could be the perfect fit.
This role sits at the heart of our business, working closely with advisers and internal teams to ensure client transfers and financial transactions are handled efficiently, accurately, and in line with regulatory standards.
What Youll Be Doing
Youll manage a variety of queries each day, helping to ensure every client and adviser experience is smooth, timely, and compliant. Youll contribute to high-quality client outcomes while strengthening our internal operations and control processes.
Key Responsibilities Include
* Managing queries related to pension transfers, money movements, and platform operations
* Supporting colleagues across multiple service functions
* Identifying and helping implement process improvements that benefit our clients and safeguard their investments
* Sharing knowledge and best practices to strengthen team capability
* Taking ownership of tasks within our risk and compliance framework
What You Bring
Youre known for your attention to detail, calm under pressure, and a proactive, can-do attitude. You enjoy working in a fast-paced environment, where teamwork, customer care, and operational excellence come together to make a real impact.
Youll Thrive If You
* Have previous experience in financial services (platform/wrap experience a plus)
* Communicate clearly and confidently
* Build trusted relationships and collaborate effectively
* Are highly organised and able to manage competing priorities
* Understand the importance of financial controls and risk awareness
* Are always looking for ways to improve and innovate
Why Join Us?
Were part of the Nucleus Financial Platforms Group, where our mission is simple: make retirement more rewarding. That means putting people first our colleagues, advisers, and the customers we support. We value openness, ownership, and a willingness to do things differently.
Heres What We Offer
Wellbeing & Lifestyle
* Private medical insurance
* Discounted gym membership
* Cycle-to-work scheme
* Mental health support and menopause ambassadors
* Free snacks and drinks in the office
Financial Security
* Up to 10% annual bonus based on performance
* 10% non-contributory pension
* Life assurance and income protection
* Annual salary review
Work-Life Balance
* 25 days holiday (plus bank holidays), rising with service
* Holiday trading scheme
* Paid time off for emergencies
* Hybrid working after training (2 days office / 3 days home)
Inclusion & Diversity
Inclusion isnt a slogan its how we work. We know that diverse teams make better decisions, build stronger relationships, and deliver more meaningful outcomes. Thats why were committed to creating a truly inclusive workplace, where everyone feels they belong.
Ready to Apply?
If youre excited by the opportunity to grow your career in a fast-moving, supportive environment wed love to hear from you. Apply now and a member of our recruitment team will be in touch.
Seniority level
* Seniority level
Entry level
Employment type
* Employment type
Full-time
Job function
* Job function
Finance and Sales
* Industries
Accounting
Referrals increase your chances of interviewing at InspireUniversity.com by 2x
Sign in to set job alerts for “Pension Analyst” roles.
Junior Pension Consultant (Defined Benefit)
Glasgow, Scotland, United Kingdom 4 days ago
Glasgow, Scotland, United Kingdom 1 week ago
Pensions Administration Consulting Analyst
Glasgow, Scotland, United Kingdom 1 day ago
Glasgow, Scotland, United Kingdom 1 week ago
Glasgow, Scotland, United Kingdom 1 day ago
Glasgow, Scotland, United Kingdom 1 day ago
Glasgow, Scotland, United Kingdom 1 week ago
Workday Benefits & Compensation Business Analyst (Manager)
Glasgow, Scotland, United Kingdom 9 hours ago
Business Analyst (Transaction Reporting)
Glasgow, Scotland, United Kingdom 1 week ago
Glasgow City, Scotland, United Kingdom 11 hours ago
Glasgow, Scotland, United Kingdom 1 day ago
Senior Pensions Data Loading Specialist (Defined Benefit) - 12 Month FTC
Glasgow, Scotland, United Kingdom 3 weeks ago
Stirling, Scotland, United Kingdom 4 days ago
Glasgow, Scotland, United Kingdom 2 days ago
Glasgow, Scotland, United Kingdom 10 hours ago
Glasgow, Scotland, United Kingdom 2 days ago
Glasgow, Scotland, United Kingdom 1 month ago
Glasgow City, Scotland, United Kingdom 1 day ago
Glasgow, Scotland, United Kingdom 3 weeks ago
Glasgow, Scotland, United Kingdom 1 month ago
Glasgow, Scotland, United Kingdom 1 month ago
Glasgow, Scotland, United Kingdom 1 day ago
Pensions Projects Implementations Administrator
Glasgow, Scotland, United Kingdom 4 weeks ago
Glasgow, Scotland, United Kingdom 1 month ago
Glasgow, Scotland, United Kingdom 1 day ago
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr