Client Operations Analyst - Pension Operations (Fintech)

Location: London, United Kingdom; hybrid

Company

Investment platform focused on ETF-based products, automation, and long-term investing.

What you will do

• Manage pension transfers in and out, including monitoring progress and outstanding cases.
• Process pension-related payments accurately within agreed service levels.
• Liaise with pension providers, administrators, and third-party partners to resolve transfer queries.
• Investigate operational issues and exceptions, escalating risks where appropriate.
• Maintain accurate records, documentation, and audit trails.
• Improve operational processes and client outcomes while ensuring alignment with FCA requirements, AML/KYC, CASS, Consumer Duty, and pension regulations.

Requirements

• At least 2 years of experience in pension operations, SIPP administration, or a similar pension-focused operational role.
• Strong understanding of pension transfers and pension administration processes.
• Experience working with pension providers and transfer networks.
• Familiarity with Origo, Altus, or similar pension administration platforms.
• Strong analytical, problem-solving, communication, and stakeholder-management skills with excellent attention to detail.
• Fluent English at C1 level or above is required.

Nice to have

• Experience in investment, wealth management, fintech start-ups, or scale-ups.
• Experience contributing to operational improvements or automation initiatives.
• Familiarity with SQL or operational tooling.

Culture & Benefits

• Remote-first and flexible working approach within a hybrid setup.
• Autonomy to own operational processes end to end.
• Transparent communication, open dialogue, and cross-functional collaboration.
• Meaningful work with opportunities to expand responsibilities as the business scales.
• Support from an experienced team and a focus on solving problems at their root.

Hiring process

• Introductory call with the Talent team.
• Gamified cognitive assessment.
• Competency interview focused on operational risk and controls, potentially including a short task or case study.
• Senior leadership interview focused on culture, values, and strategic direction.