Transfers Analyst

We’re on the lookout for a Client Solutions Transfers Analyst to join our user Client Solutions Operations teams. 

Integral to this role is customer service. This means being a pro at maintaining a healthy balance between delivering on our customers’ needs and expectations, while managing a dynamic and varied workload. Every day you’ll manage multiple queries all with the aim of ensuring all queries are dealt with within agreed timeframes, enabling our advisers to get the best outcome for their clients.

You’ll also have accountability for highlighting where a control could be improved and aid the design and implementation of this to ensure we best service the needs of our clients and safeguard our clients’ money. You will need to understand the consequences of all actions and manage these in line with our risk framework.

You’ll spend your time:

Servicing our clients, whether that be by applying money, handling queries, processing a transfer or handling pension queries.Have the ability to adapt and support across the breadth of the departmentSharing your knowledge across the user operations team and wider businessEnsuring all user operations processes run smoothly, highlighting areas where any improvements can be implemented and improving the customer journey

A bit about you 

Your friends would probably describe you as the “super-organised” one, ridiculously well planned and someone who takes time to really understand people and their needs. You’re the type of person who asks great questions to understand expectations but can react like lightening to solve problems as they occur.

You love mentoring others and get a real kick out of encouraging the right behaviours, supporting our core values and personally demonstrating these. You’ll set the bar high on performance even when stretching for the team, creating a team environment where high performance is the norm.

We’ve always placed more importance on cultural contribution above technical ability, but we’d really like you to have/be:

Previous experience in the financial services industry and ideally working with a wrap platformExcellent relationship building skillsAble to prioritise the high impact work, but never neglect the detailsExcellent communication skills – We need you to be completely comfortable representing our culture and values, with an emphasis on a speedy, friendly styleAble to anticipate the needs of those you work with, juggling conflicting prioritiesThe ability to think laterally and come up with new solutions to old problemsHelping people makes you happy

A little about us

We are the Nucleus Financial Platforms group and we help make retirement more rewarding. Here at Nucleus, people come first - whether it’s our colleagues, or the advisers and customers we support, we know that working in partnership and collaboration leads to the best outcomes. Together, we’ve shaped the platform to how it is today. We work hard, and we celebrate hard too.

Our ambition is to create a platform with a difference, putting the customer centre stage meant tearing up the rule book and starting from scratch. We’ve come a long way since then, but our mission remains just as focused. That’s why our culture, values, and social responsibility are things we keep at the top of our agenda – because we know they matter and have a big impact.

Our culture is one of the many things that sets us apart from the pack. We want to have an environment where our people feel that they can make a real difference, know they’ll be rewarded for their efforts and more importantly, enjoy themselves at work.

Are we a perfect match? Check out and find out

Inclusion and diversity at Nucleus

As with most things in life, who cares, wins. We really care about inclusion.

For us it’s not a tick box exercise; inclusion and diversity are embedded in our culture and everything we do. It’s a commercial imperative. It isn’t about being PC. It’s about being future-relevant and durable. We owe it to ourselves and the industry to ensure we are playing our part in creating a fair, balanced and transparent financial services sector.

More diversity means broader experience, a wider set of perspectives and a better collective ability to problem-solve. And it means being more representative of customer groups, which supports areas such as product development.

At Nucleus, we offer a generous blend of benefits for the things that really matter to our people, including a non-contributory pension, bonus, enhanced parental leave, paid time off for emergencies, health and wellbeing initiatives and flexible working options.

If you’d like to find out more about us or the role, please get in touch with in our People team.

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