You can get further details about the nature of this opening, and what is expected from applicants, by reading the below.
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 theyre 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. xgikmsk
- A data-literate, practical mindset
- Financial services or operations background helpful, pensions experience or understanding a plus.
Whats in it for you?
- Opportunity to join a fast-growing, award-winning and super ambitious company
- Please click on the apply button to read the full job description
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