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Transfer Administration Manager, Newcastle upon Tyne
Location:
Newcastle upon Tyne, United Kingdom
Job Category:
Banking
EU work permit required:
Yes
Job Reference:
16112_1752145530
Job Views:
4
Posted:
10.07.2025
Expiry Date:
24.08.2025
Job Description:
Our client, a leading financial advisory firm, is recruiting for a Transfer Administration Manager to join on a permanent basis. You will be responsible for managing the process and performance of the Investments pension transfers processing and servicing teams.
Skills/Experience:
* Transfer administration experience
* Proven leadership in high-performing teams
* Experience managing pensions/ISA/GIA transfers processing and servicing teams
* Strong Excel skills
* Project management skills
* Process improvement skills
Core Responsibilities:
* Manage pensions/ISA/GIA transfers processing & servicing teams
* Create a high-performing team
* Oversee incident updates, quality checks, complaint handling, breach reporting, escalation, and resolution
* Produce team reports & MI for management, including monthly reports
* Manage relationships with regulators & suppliers
* Monitor team performance against SLAs
* Analyze trends and recommend actions
* Deliver routine project work
* Manage new and inflight RFWs
* Ensure tasks are carried out within SLAs
* Resolve complaints within KPI timescales
Benefits:
* Highly competitive salary
* Wider benefits package
Core-Asset Consulting is an equal opportunities employer. We welcome applications from all backgrounds.
Applicants must be eligible to work in the UK.
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