Pension Transfer Analyst 12 Month FTC

Résumé du poste

The analyst will manage the end-to-end pension transfer process using the Origo platform while ensuring compliance with regulatory requirements. They will also investigate complex or rejected transfer cases and maintain clear communication with members and internal stakeholders.

Détails du poste

Looking for a role where you can build your expertise and make a real difference? Join our London-based team as Pensions Transfer Analysts and play a key part in delivering a seamless pension transfer experience for members and clients. You'll play a key role in managing pension transfer requests through the Origo platform, work with a variety of schemes, and develop valuable technical knowledge. These are 12 month Fixed Term Contract roles. The Role * Does End-to-End Transfer Management by overseeing the full pension transfer process, ensuring all requests are processed efficiently and in line with regulatory requirements. * Investigates complex or rejected transfer cases (e.g., value discrepancies or incomplete information) and liaises with other providers and internal stakeholders to ensure swift resolution. * Plays the lead role in managing transfer requests using the Origo system platform, including submitting requests, monitoring statuses, resolving errors or rejections, and maintaining accurate records throughout. * Communicates clearly and professionally with members regarding the status of their transfers, any required information, and next steps. * Collaborates closely with Operations, internal teams, and external providers to deliver transfer activities efficiently, escalating issues where needed. * Ensures compliance with internal controls and regulatory requirements and maintains up-to-date documentation for transfer cases and system processes. QUALIFICATIONS What U’ll bring: * Experience in Pension administration (DB OR DC OR SIPPS) is essential * Hands-on experience using the Origo transfer system is highly preferred * Knowledge of MS Office (Word, Excel, Powerpoint etc.) * Ability to manage multiple cases simultaneously and attention to detail * Strong problem-solving skills, especially when handling rejected or complex transfer requests. * Excellent verbal and written communication skills * Ability to work independently while contributing to a team environment What We Offer Enjoy a benefits package designed to help you thrive, both professionally and personally. You'll receive 25 days of annual leave plus an extra WTW day to relax and recharge. Our comprehensive health and wellbeing offering includes private healthcare, life insurance, group income protection, and regular health assessments, all giving you peace of mind. Secure your future with our defined contribution pension scheme, featuring matched contributions up to 10% from the company. We support your growth and balance with hybrid working options, access to an employee assistance programme, and a fully paid volunteer day to make a difference in your community. On top of these, you can opt into a variety of additional perks including an electric vehicle car scheme, share scheme, cycle-to-work programme, dental and optical cover, critical illness protection, and much more. Start making the most of your career and wellbeing with a range of benefits tailored for you. Equal Opportunity Employer We’re committed to equal employment opportunity and provide application, interview and workplace adjustments and accommodations to all applicants. If you foresee any barriers, from the application process through to joining WTW, please email [email protected]

Ce que vous ferez

The analyst will manage the end-to-end pension transfer process using the Origo platform while ensuring compliance with regulatory requirements. They will also investigate complex or rejected transfer cases and maintain clear communication with members and internal stakeholders.

Exigences

Candidates must have experience in pension administration (DB, DC, or SIPPS) and proficiency with the Origo transfer system. Strong problem-solving skills and the ability to manage multiple cases simultaneously are essential for this role.

Avantages

• 25 days annual leave • Private healthcare • Life insurance • Group income protection • Defined contribution pension scheme • Hybrid working options • Employee assistance programme • Paid volunteer day • Electric vehicle car scheme • Share scheme • Cycle-to-work programme • Dental cover • Optical cover • Critical illness protection

Compétences indiquées

• Résolution de problèmes · Souhaitée
• Regulatory Compliance · Souhaitée
• Souci du détail · Souhaitée
• MS-Office · Souhaitée
• case management · Souhaitée
• Communication · Souhaitée
• Stakeholder Management · Souhaitée

Autres compétences pertinentes

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Pension administration
• Origo transfer system
• MS Office
• Problem-solving
• Communication
• Attention to detail
• Regulatory compliance
• Stakeholder management
• Data accuracy
• Case management
• Microsoft Excel
• Computing Platforms
• Internal Controls
• Management
• Health Assessment
• Problem Solving
• Microsoft Office
• Operations
• Microsoft PowerPoint
• Electric Vehicles
• Detail Oriented

Domaines d’emploi

• Finance & Accounting
• Administrative
• Consulting
• Transfer Agent
• Compliance Officer / Analyst
• Legal and Related Associate Professionals
• Compliance Officers