Transfer Specialist

The Private Office (TPO)

. Own pension and investment transfer cases from provider acknowledgement through completion .

Posted 10/27/2026full-timeLeeds • United KingdomMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing pension and investment transfer cases, ensuring compliance with regulatory requirements and company policies while maintaining accurate records. Excels in stakeholder management and communication, fostering relationships with third-party providers to enhance the client journey.

Highest-signal resume keywords

Pension And Investment Transfers ExperienceCase Management SkillsCRM/Workflow Management Systems ExperienceAttention To DetailStakeholder Management Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Pension TransfersInvestment TransfersCase ManagementProcess ImprovementRegulatory Compliance

Soft Skills

Organisational SkillsCommunication SkillsProblem-Solving SkillsRelationship BuildingProactive Approach

Tools & Technologies

CURO

Industry Keywords

Financial ServicesPension ProductsInvestment ProductsTransfer PipelinesConsumer Duty Principles

About the role

Key responsibilities & impact

Own pension and investment transfer cases from provider acknowledgement through completion
Monitor transfer progress and proactively chase providers, ceding schemes, platforms, and administrators
Manage transfer pipelines in line with agreed service standards
Maintain accurate transfer records, tasks, notes, and updates in CURO
Act as the primary contact for transfer-related queries after handover from the CDA team
Provide Advisers, Client Relationship Managers, and stakeholders with progress updates and completion timescales
Identify and escalate delays, risks, complaints, and service issues
Interact professionally with third-party providers, pension schemes, platforms, and custodians by telephone and email
Liaise with Advisers, Adviser Support, CRM teams, and providers to progress cases and manage client expectations
Support resolution of complex transfer cases, including defined benefit transfers and pension consolidations
Monitor outstanding requirements and ensure providers have necessary information
Complete work in line with company policies, procedures, regulatory requirements, and Consumer Duty principles
Build relationships across the business and with third-party providers
Identify process improvements and opportunities to reduce completion times and enhance the client journey
Support transfer-related projects and process improvement initiatives

Requirements

What you’ll need

Experience of pension and investment transfers within a financial services environment
Strong understanding of pension, platform, and investment products preferred but not essential
Excellent organisational and case management skills
Ability to manage a high-volume transfer workload
Strong attention to detail
Commitment to maintaining accurate records
Excellent communication and stakeholder management skills
Ability to build effective relationships with providers and influence positive outcomes
Proactive approach to problem-solving and overcoming transfer obstacles
Ability to prioritise workloads and manage multiple cases at different stages of completion
Experience using CRM/workflow management systems, ideally CURO

Benefits

Comp & perks

Supportive and fun team environment
Personal and long-term relationships with colleagues
Opportunities to be challenged and empowered to reach full potential
Diversity, inclusion, and equality-focused workplace culture