Pensions Transfer Administrator

Pensions Transfer Administrator

Location Glasgow

Basic salary up to £25,525 + up to 10% bonus

Hours: 35 hours per week, Monday - Friday (Hybrid)

We’re on the lookout for a Client Pension Transfer Administrator to join the operations team in Glasgow. This role blends excellent customer service delivery with financial operations and process improvement. If you like solving problems, supporting others, and making a difference for clients, this could be your perfect fit.

Why Join the Team?

You'll be part of a collaborative and dynamic team where attention to detail, customer service, and operational excellence are highly valued. We believe that different perspectives and careful thinking drive better outcomes, and we support an environment where everyone can thrive. We offer a competitive salary and a generous benefits package, designed to promote your wellbeing, financial security, and ongoing development.

Financial Security

• Permanent contract with annual salary review
• Up to 10% annual bonus paid on business performance
• 10% non-contributory employer pension
• Life assurance and group income protection

Work-Life Balance

• 25 days holiday + bank holidays
• Holiday increases with service
• Holiday trading scheme
• After training you will benefit from hybrid-working - 3 days office/2 days home

Health & Wellbeing

• Private medical insurance
• Discounted gym membership
• Cycle-to-work scheme
• Employee Assistance Programme with confidential counselling
• Mental health first aiders and menopause ambassadors
• Free snacks and food in a well-stocked pantry

What You’ll Be Doing

At the heart of this role is client servicing — managing a variety of queries each day to ensure pension transfers and payments are handled swiftly and accurately. You'll play a key role in helping independent financial advisers (IFA) achieve positive outcomes for their clients while ensuring a smooth and compliant operations process.

You’ll also:

• Handle and resolve queries related to fund transfers, money movements, pensions, and platform operations
• Support the wider team across various client service functions
• Share knowledge and best practice across departments to strengthen performance
• Monitor and improve user operations processes, helping us safeguard client assets and improve controls
• Contribute to continuous service improvement by identifying and implementing process changes
• Take responsibility for your actions within our risk management framework

What You Bring

You're known for your organisation, attention to detail, and ability to solve problems with a calm, considered approach. You have a natural ability to spot what needs to be done — and the determination to see it through. Balancing accuracy with a focus on the bigger picture, you work collaboratively, communicate thoughtfully, and help others stay on track. Your proactive mindset and commitment to quality make a real difference every day.

You’ll thrive in this role if you:

• Have previous experience in financial services (platform or wrap experience is a bonus)
• Communicate clearly and effectively, whether through writing, speaking, or active listening
• Build great relationships and work collaboratively across teams
• Understand financial risk and compliance
• Supporting others in a high performing team
• Are naturally curious, always looking for better ways to do things
• Approach competing priorities with a calm and organised mindset, staying focused and seeking support when needed to maintain high standards under pressure.

A Little About Us

At Nucleus, our purpose is to help make retirement more rewarding. We're building the UK’s leading retirement-focused platform, and that mission drives every part of our business. Whether your role is client-facing or behind the scenes, service excellence is in our DNA.

We believe in ownership, innovation, and trust — and we’ll give you real responsibility to make meaningful things happen. Our people say it’s our culture that sets us apart: fast-paced, empowering, and always collaborative.

Inclusion & Diversity at Nucleus

We care deeply about inclusion — not as a box-ticking exercise, but as a core business value. It makes us stronger, more future-ready, and a better place to work. We’re building a company where everyone belongs, and where different perspectives are welcomed and celebrated.

Interested?

If you’re ready to bring your skills and energy to a role where you can really make a difference — apply now and a member of the recruitment team will be in touch.