Overview
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 aClient Services Analyst Pension Transfers 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.
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