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