Process Specialist - GPS WI Transfers Out team (Gurugram)

About the Opportunity Job Type: Permanent Application Deadline: 25 June 2026 Job Description Title: Process Specialist - GPS WI Transfers Out team Department: GPS Transfers & Retirements Capability Location: Gurgaon Reports To: Manager Level: Grade 3 Were proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this By working together - and supporting each other - all over the world. So, join our Workplace Investing Operartions team and feel like youre part of something bigger. About your team Workplace Investing (WI) Operations supports and maintains pension administration services for a wide range of corporate clients. The nature of the service provided includes full support to pension scheme members at all stages of the administration life cycle through to specialist support to trustees and members for specific task delivery. Workplace Investing Transfers Out team is AA rated process that handles Disinvestment requests and producing regulatory packs for Workplace Investing members and Financial Advisers. The team is responsible to process few key critical tasks : - Processing transfer disinvestments requests received from Third Party Providers/ Trustees; monthly average volumes are 1,700 Plus requests. - Issuing legal & regulatory and non-regulatory packs to Third Party Providers/ Financial Advisors /members, monthly average volumes are c.900 requests. - Issuing Manual payment forms and payment letters is 1,700 Plus requests. - Performing enhanced Due Diligence checks on third party providers, monthly average volumes are 80 cases along with further analysis of cases where information is shared by member/3rd parties 200 cases. - Handling Mailbox, Service Delivery - Audit requests, Sale Control reports. - Doing Complex PTFC Calculations. - Recording Benefit Crystallisation Events, RTI tax submissions, Tax charge and Reportable Events to HMRC. Any impact on resources may have an adverse impact on meeting Client commitments, Service Level Agreements and Regulatory deadlines. About your role The role of the Process Associate is to gain a detailed understanding of the process, conduct trainings, drive initiatives, take part in projects, maintain team MI, perform quality checks, keep an accurate record of the checks, identify issues and participate in discussions to agree actions to resolve issues identified. About you To be able to process work items within agreed service level accurately To quality check all work items the same day and report any errors Taking ownership of individual issues and ensuring that they are resolved to the satisfaction of the customer Completing projects as assigned including Testing prior to any system changes Liaison with other departments across sites Develop an understanding of Fidelitys products and businesses as well as the internal and external clients To gain regulatory knowledge and ensure knowledge is maintained To keep the supervisor(s) informed of work in progress and escalate any issues/risks which may impact daily work and SLAs To ensure knowledge of procedures are kept up to date and any new procedures implemented Knowledge on stats and reporting would be added advantage Should be able to train the team members on critical tasks Should be able to review and update process documents independently Should be able to drive innovation in the team Experience and Qualifications Required Should be able to manage process escalations on their own Ability to process large volatile volumes to deadlines, whilst maintaining high standards of accuracy Strong attention to detail and excellent communication skills Self motivated and flexible with the ability to work in offshore shifts Work towards achieving the relevant competency model for the role Flexible to handle any ad-hoc business requirements. Proactive approach to problem solving and service improvement Feel rewarded For starters, well offer you a comprehensive benefits package. Well value your wellbeing and support your development. And well be as flexible as we can about where and when you work finding a balance that works for all of us. Its all part of our commitment to making you feel motivated by the work you do and happy to be part of our team. For more about our work, our approach to dynamic working and how you could build your future here, visit . For more about our work, our approach to energetic working and how you could build your future here, visit . .