The Pension & Investment Analyst – you will play a key role in ensuring high‑quality, compliant transfer assessments across pension and investment transfer business. The role is responsible for reviewing, analysing, and validating information from ceding providers to support safe, suitable transfer decisions. This position helps maintain robust standards across the Advice Quality function by identifying risks, inconsistencies, and data gaps that could impact consumer outcomes. Working to agreed service level agreements (SLAs) and both regulatory and internal standards at all times. This is a 12 Month Fixed Term Contract, hybrid role, based in our Swindon office, with the requirement to be in the office 3 days a week. The benefits: Salary - up to £34,000 Bonus scheme – on target bonus 7.5% Pension scheme – contribute up to 5% of your salary and Openwork will match you and add an extra 5% Critical illness cover Income protection – 1x salary Death in service – 4x salary 27 days holiday bank holidays, with the opportunity to buy up to an additional 10 days A range of other flexible benefits including private medical and dental insurance Key Accountabilities Review pension and investment scheme information, and complete the analysis for the adviser, highlighting features, benefits, costs and charges Ensure all information is input accurately and to regulatory and internal standards. Analyse Defined Benefit (DB), Defined Contribution (DC), and personal pension arrangements, including GARs, CETVs, and charging structures. Identify missing information and communicate requirements to advisers, paraplanners, or providers. Validate adviser inputs into transfer assessments and highlight discrepancies or risks. Engage with advisors demonstrating high levels of customer service and partnership working. To engage and be involved in the review and introduction of improvements to team processes and procedures. Keyboard Shortcuts F9 - Move focus from the edit area to the Footer Toolbar F10 - Move focus from the edit area to the first toolbar button Shift TAB - Move focus from the edit area to the last toolbar button What will you need to succeed? Experience working within pensions, investments, transfers, or financial services operations. Strong understanding of pension scheme structures, transfer processes, and standard provider documentation. Excellent analytical capability, with strong attention to detail. Ability to interpret complex documents and summarise key findings clearly. Strong written and verbal communication skills. Confident using workflow systems, CRM tools, and provider portals Keyboard Shortcuts F9 - Move focus from the edit area to the Footer Toolbar F10 - Move focus from the edit area to the first toolbar button Shift TAB - Move focus from the edit area to the last toolbar button Why us? We're a dynamic, fast paced, and growing business with huge ambition. This is all made possible by the brilliant people who are part of The Openwork Partnership family. We're investing heavily in our colleagues, continuously striving to give them the platform to develop personally and professionally and reach their full potential. We’re also very proud of our culture, as one of the Best 100 Large Companies to work for in 2022. The Openwork Partnership values, and respects individuality and we are committed to building an inclusive culture and environment which truly recognises and celebrates our colleague’s individual differences and identities – just like our financial advice, for us, it’s personal. We believe everyone can make a difference and your race, religion, disability, and gender will never be a barrier. At Openwork, we have a strong ethic of care for each other where you can balance a successful career with your commitments and interests outside of work. We believe that you will bring your best self to work if you are trusted to choose when, where and how you do it. Keyboard Shortcuts F9 - Move focus from the edit area to the Footer Toolbar F10 - Move focus from the edit area to the first toolbar button Shift TAB - Move focus from the edit area to the last toolbar button