Client Operations Analyst - Pension Operations
About InvestEngine
InvestEngine is everything the modern investor should need. Unbeatable value, market-leading automation, and built for easy, long-term investing. We’ve built a strong foundation, have over £2.5 billion invested, award-winning service, and a passionate team, now we’re ready to scale.
About the Role
We’re looking for a Client Operations Analyst to join our Pension Operations team. You’ll play a key role in managing pension transfers, pension-related payments, and the operational processes that support clients throughout their retirement investment journey.
This role is ideal for someone who is detail-oriented, dependable, and organised, and who enjoys working in a regulated environment where accuracy, ownership, and client outcomes are critical.
You’ll work closely with Client Experience, Product, and Compliance teams and have the autonomy to own operational processes from end to end.
What You’ll Do
Manage pension transfer processes, including transfers in and transfers out
Process pension-related payments accurately and within agreed service levels
Liaise with pension providers, administrators, and third-party partners to resolve transfer queries
Monitor transfer progress and proactively manage outstanding cases
Investigate operational issues and exceptions, applying structured problem-solving and escalating where appropriate
Maintain accurate records, documentation, and audit trails
Identify opportunities to improve operational processes and client outcomes
Ensure all activities align with FCA requirements, including AML/KYC, CASS, Consumer Duty, and pension regulations
What We’re Looking For
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 and problem-solving skills with excellent attention to detail
Clear communicator who can manage stakeholders effectively and escalate risks when required
Professional, dependable, and collaborative mindset
English fluency (C1 level and above) — we are a UK-based company, and the role involves regular communication with the team
Nice to Have
Experience working in investment, wealth management, or fintech start-ups and scale-ups
Experience contributing to operational improvements or automation initiatives
Familiarity with SQL or operational tooling
How We Work
We’re a lean, fast-moving team that values clarity, ownership, and transparency.
You’ll have the freedom to experiment, the responsibility to follow through, and the backing of a team that values clear thinking and open dialogue. We believe in solving problems at the root, not just treating the symptoms.
What We Offer
Impact from day one
You’ll take on meaningful work from the start, tackling real challenges that drive the stability, efficiency, and growth of our business.
Room to grow
As we scale, you’ll have opportunities to expand your responsibilities, influence how we work, and help shape our long-term direction.
Transparent and open culture
We share decisions openly, keep communication channels clear, and encourage collaboration across every part of the business.
Supportive, experienced team
Work alongside talented professionals who are experts in their fields — smart, driven, and generous with their knowledge.
Remote first and flexible
Work in the way that best suits you. We focus on results, not rigid hours, and trust you to manage your time effectively.
Our Hiring Process
Introductory call with our Talent team
Gamified cognitive assessment to understand how you think and problem-solve
Competency interview focused on your experience in operational risk and controls (may include a short task or case study)
Senior leadership interview to explore alignment with our culture, values, and strategic direction