At a Glance
- Tasks: Build relationships with pension providers and streamline transfer processes for smoother operations.
- Company: Join Moneybox, an award-winning wealth management platform on a mission to empower everyone.
- Benefits: Enjoy remote work, private medical insurance, 25 days holiday, and a collaborative culture.
- Other info: Be part of a friendly team where your voice matters and career growth is encouraged.
- Why this job: Make a real impact in a fast-growing company while developing your skills in financial services.
- Qualifications: Experience in building relationships and processes; pensions knowledge is a plus.
The predicted salary is between 45000 - 55000 £ 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
Every pension transfer that stalls has a reason buried in a process somewhere - a format the provider expects, a contact who's gone quiet, a rule nobody wrote down. We want someone who finds those reasons and fixes them for good. We're looking for someone to take ownership and redesign how Moneybox works with the pension providers we deal with every day - and turn our knowledge into a system anyone on the team can run.
What you'll do:
- Build working relationships with our key providers - the right contacts, the right cadence, the right escalation route when something needs to move faster.
- Map how transfers actually flow between us and each provider, end to end, and find where they get stuck.
- Standardise how we submit information to providers, so cases move faster and with less back-and-forth.
- Explore where providers are willing to flex their own requirements to make transfers smoother for customers.
- Spend some early time working live cases yourself, and lightly steer a small team doing the same, so everything you build is grounded in the real work.
- Create playbooks of processes that will be operated by the larger Pensions team in a scalable way.
Experience and skills:
- A track record of building relationships and processes from scratch, with minimal hand-holding.
- Comfort holding both external relationships and a small internal team at once.
- A data-literate, practical mindset.
- Financial services or operations background helpful, pensions experience or understanding a plus.
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 & leave.
- 25 days holiday + bank holidays.
- Remote, or hybrid working - our office is in London, by the Oxo Tower.
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