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Pension Operations Analyst- Horsham

About The Role

FDM is a global business and technology consultancy. We are looking for a Pension Operations Analyst to join our client in the UK Wealth Management and Personal Pensions sector. This is an initial 6-month contract with the potential to extend. The role follows a hybrid working model, in Horsham with regular office attendance expected to support team development, knowledge sharing, and service improvement.

Our client is entering a significant period of growth following a recent ownership change. They are investing in specialist pensions capability to improve service performance, strengthen controls, and prepare for future acquisitions. The UK personal pensions market is expected to grow substantially over the coming years. To meet this opportunity, the business is building a more scalable, specialist, and data-driven operating model.

As a Pension Operations Analyst, you will help achieve two important goals:

Restore service performance by reducing a backlog of pension cases and improving client outcomes.
Help build a stronger future-state operating model that supports growth without compromising service quality.

You will work closely with the Head of Operations and contribute to wider change initiatives, making your impact visible from day one.

Responsibilities:

Take end-to-end ownership of complex pension cases across SIPP administration, contributions, transfers, drawdown, benefit crystallisation events (BCEs), UFPLS, PCLS and pension payroll.
Clear backlog volumes and manage new business activity within agreed service levels, using effective prioritisation and case management to deliver positive client outcomes.
Process high-value and non-standard pension cases, applying technical expertise across pension benefits, taxation, cash management, disclosures and reporting requirements.
Build strong relationships with clients, advisers, ceding schemes and third parties, proactively resolving issues and communicating progress clearly and professionally.
Apply pension legislation, HMRC requirements and regulatory obligations accurately, ensuring compliance with tax rules, Consumer Duty expectations and operational controls.
Maintain accurate records, audit trails and case documentation that support quality assurance, regulatory compliance and audit requirements.
Act as a technical specialist for pension benefits and drawdown activity, providing guidance on complex cases and supporting the development of team capability.
Contribute to the creation of a specialist pensions function by documenting procedures, improving knowledge sharing, reducing key-person dependency and embedding best practice.
Support operational improvement initiatives by identifying process efficiencies, strengthening controls, enhancing management information and reducing manual intervention.
Help prepare the pensions operation for future growth and acquisitions by supporting operating model redesign, scalability planning and change initiatives that improve service performance and client outcomes.

About You

3-5 years' UK pension operations experience covering the SIPP lifecycle - onboarding, contributions, transfer in/out, crystallisation events, drawdown, benefit payments and pension payroll calculations.
Demonstrable expertise in pension tax and HMRC reporting.
Exposure to asset management, wealth management or investment platform environments - you understand how pension operations sit alongside investment operations, cash and reconciliation.
Confident handling of complex - non-standard and high-value cases independently, with clean escalation judgment.
Strong regulatory literacy - FCA rules relevant to pension operations, Consumer Duty outcomes, CASS, KYC.
High accuracy, strong attention to detail and disciplined case management under volume.
Clear written and verbal communication - able to explain a technical decision to an adviser, a client or an auditor without jargon.

Highly desirable

Experience with pension administration platforms in common UK use (e.g. Delta / Imago, Bravura, Sonata, Altus, Origo transfer network integrations).
Progress towards or completion of a relevant professional qualification - CII (e.g. RO4, AF7), PMI (Certificate/Diploma in Pensions Administration), or CISI equivalent.
Prior exposure to operational transformation - process redesign, MI build-out, controls uplift, or migration/change-of-control programmes.
Experience supporting team training, mentoring or knowledge transfer in a specialist pensions environment.
Familiarity with operational analytics - e.g. SQL, Excel modelling, or MI reporting tools - used to inform process improvement.

About Us

FDM is an award-winning global leader in tech and business talent solutions, backed by more than 35 years of industry experience. We have centres across Europe, North America, and Asia-Pacific, and a global workforce of over 2500 employees. FDM has shown exponential growth throughout the years, firmly establishing itself as an award-winning employer, currently listed on the FTSE4Good Index and as a 2026 Financial Times UK ‘Best Employer’.

Diversity and Inclusion

FDM Group is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, sexual orientation, national origin, age, disability, veteran status or any other status protected by federal, provincial or local laws.

Why join us

Career coaching, mentoring and access to upskilling throughout your entire FDM career
Assignments with global companies and opportunities to work abroad
Opportunity to re-skill and up-skill into new areas, develop non-linear career paths and build a skillset within your field
Annual leave and work-place pension

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