We are looking for a knowledgeable and driven professional to join our team as a Pension Sharing Order (PSO) Specialist. This is a key role for an experienced individual with a strong background in pensions and investments, particularly within a regulated financial services environment. You will take the lead on complex PSO cases, act as a point of escalation for key stakeholders, and play an integral part in enhancing our PSO processes, risk controls, and team development. If you thrive on delivering high-quality outcomes, navigating complex regulatory frameworks, and building effective relationships, we'd love to hear from you.

Responsibilities:

Investigate and handle complex Pension Sharing Order (PSO) cases, providing support to the team and Team Leader
Assist with PSO complaints and serve as a point of escalation for senior client/IFA/solicitor communications
Support the Team Leader in training and developing the team for PSO handling to build internal confidence
Review and improve PSO processes and procedures, identifying risks and controls whilst ensuring compliance with appropriate rules
Manage complex PSO queries, approve calculations, and collaborate with the Technical team to resolve outstanding cases
Contribute to operational resilience planning and support the implementation of future RPA processes
Manage own time effectively to meet business objectives and continuously seek ways to improve service efficiency for customers and advisers
Participate in meetings with the Technical team and escalate cases to Management when necessary

Knowledge and Experience:

Proven experience of leading and managing complex PSO transfers, gained in a regulated financial services environment.
Pensions and investments experience
Relevant professional examinations as required for role
3+ years in Transfers role or equivalent
Ability to adapt communication style appropriately depending on intended recipient
Strong people and performance management skills
Effective relationship builder
Ability to operate effectively and credibly
Excellent communication skills, both written and verbal.
Planning and organisational ability; able to meet challenging deadlines.
Report writing skills.
High level HMRC rules and regulations applying to AJ Bell.
Customer services procedures, including complaints and compliance.
Numerate and literate.
Good IT skills, including Word, Excel and Outlook

About us:

AJ Bell is one of the fastest-growing investment platform businesses in the UK offering an award-winning range of solutions that caters for everyone, from professional financial advisers to DIY investors with little to no experience. We have over 620,000 customers using our award-winning platform propositions to manage assets totalling more than £96.1 billion. Our customers trust us with their investments, and by continuously striving to make investing easier, we aim to help even more people take control of their financial futures.

Having listed on the Main Market of the London Stock Exchange in December 2018, AJ Bell is now a FTSE 250 company.

Headquartered in Manchester with offices in central London and Bristol, we now have over 1,500 employees and have been named one of the UK's 'Best 100 Companies to Work For' for six consecutive years and in 2025 named a Great Place to Work.

At AJ Bell you can expect a friendly working environment with a strong sense of teamwork, we have a great sense of pride in what we do, and this is reflected in our guiding principles.

Our perks and benefits:

Starting salary of £28,000
Starting holiday entitlement of 26days, increasing up to 31 days with length of service and a holiday buy and sell scheme
A choice of pension schemes with matched contributions up to 7%
Discretionary bonus scheme
Annual free share awards scheme
Buy As You Earn (BAYE) Scheme
Health Cash Plan - provided by SimplyHealth
Discounted private healthcare scheme and dental plan
Freeon-site gym providing a wide range of free classes
Employee Assistance Programme
Sick pay+ pledge
Enhanced maternity, paternity, and shared parental leave
Discounted nursery fees at Kids Planet on Exchange Quay
Loans for travel season tickets
Charitable giving opportunities through salary sacrifice
Calendar of social events, including monthly payday drinks, annual Christmas party, summer party and much more
Parking at Exchange Quay (Subject to availability)
Personal development programmes built around you and your career goals, including access to personal skills workshops
Ongoing technical training
Peer recognition scheme, with rewards including restaurant and shopping vouchers or time off
Monthly leadership breakfasts and lunches
Casual dress code
Access to a range of benefits from our sponsorship deals

At AJ Bell, our people are the heart of our culture. We believe in building strong connections by working together. That's why we offer a hybrid working model, where you'll spend 3-4 days per week in the office. For new team members, the first 3 months will be spent full-time in the office to help you immerse yourself in our business and build valuable relationships with your colleagues.

AJ Bell is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and all employees are empowered to bring their whole self to work.

We do not discriminate on the basis of race, sex, gender identity, sexual orientation, age, pregnancy, religion, physical and mental disability, marital status and any other characteristics protected by the Equality Act 2010. All decisions to hire are based on qualifications, merit and business need.

If you like the sound of the above, or just want to know more about the company and the role, we'd love to speak to you.

AJ Bell Management Limited

Latest Jobs

Pension Sharing Order Specialist