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.