At a Glance
- Tasks: Chase down pensions and turn maybes into definite yeses.
- Company: Join Moneybox, an award-winning wealth management platform.
- Benefits: Remote work, private medical insurance, and a collaborative culture.
- Other info: Fast-paced environment with opportunities for personal growth.
- Why this job: Make a real impact while helping people secure their financial futures.
- Qualifications: Target-driven mindset and excellent communication skills.
The predicted salary is between 24750 - 30250 £ per year.
hackajob is partnering directly with Moneybox to hire for this role.
About Moneybox
At Moneybox, our mission is to give everyone the means to get more out of life. We're guided by our belief that wealth isn't about the money, it's about the means to more - more freedom, opportunities, possibilities, and peace of mind. Moneybox is an award-winning wealth management platform, helping over one and a half million people build wealth throughout their lives, whether they're saving and investing, buying their first home, or planning for retirement.
Job Brief
Somewhere out there is a pension that belongs to one of our customers, sitting with a provider who hasn't replied in three weeks. Your job is to find it, chase it, and not let go until it's home. This isn't a processing role. It's a closing role. You'll be handed a live caseload of pensions to track down and transfer, and it's on you to push every single one to a yes - chasing providers who go quiet, working the maybes until they become definite, and hitting a real daily target while you do it. You'll do this outside of our usual processes in order to help test and learn on what works and doesn't, helping us fold these into day to day processing.
What you'll do
- Own a live caseload of pensions searches and pension submissions.
- Chase non-responding providers hard and professionally - a quiet provider isn't a dead end, it's a case that needs a phone call.
- Confidently reach out to customers helping them to provide any further information needed in order to help us successfully locate their pensions for them.
- Work in short term sprints of smaller operational experiments and quickly understand our back end processes allowing you to adapt.
Experience and skills
- A closer's mindset - you track your own numbers, you don't wait to be chased, and a target genuinely motivates you.
- Thick-skinned enough to chase a provider three times and still sound professional on the fourth.
- Sharp with detail and process.
- Confident on the phone and comfortable in writing - you'll do plenty of both.
- A fast learner - able to pick up pensions operations and terminology; no prior pensions background required, but being able to quickly upskill on our current processes will be the key to success in this role.
What's in it for you?
- Opportunity to join a fast-growing, award-winning and super ambitious company.
- Work with a friendly team of highly motivated individuals.
- Be in an environment where you are listened to and can actually have an impact.
- Thriving collaborative and inclusive company culture.
- Company pension scheme.
- Remote, or hybrid working environment.
- Private Medical Insurance.
- Health Cash Plan - cashback on everyday healthcare like dental and opticians.
- CycleSaver - save on bike-share subscriptions and have a more sustainable commute.
- Wellhub subscription to a variety of gyms and wellbeing apps.
- Enhanced parental pay.
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