At a Glance
- Tasks: Lead and support pension products, ensuring clients save for a brighter future.
- Company: Join Hargreaves Lansdown, the UK's top investment platform with a vibrant culture.
- Benefits: Enjoy flexible working, competitive salary, and generous holiday allowance.
- Other info: Dynamic team environment with opportunities for continuous learning and growth.
- Why this job: Make a real impact in clients' lives while advancing your career in finance.
- Qualifications: Deep knowledge of pensions and strong communication skills are essential.
The predicted salary is between 50000 - 60000 € per year.
Our purpose is to make it easy for people to save and invest for a better future. We are looking for great people to join us, so please come and invest in YOUR future at Hargreaves Lansdown.
About the role
Join Hargreaves Lansdown (HL) as the Client Pensions Manager and become a key part of our first-line client team. You'll provide expert technical guidance and support for the HL pension products, including market-leading SIPP, Drawdown and annuity propositions, helping clients save and invest for a brighter future. More than half a million people have chosen to hold their pension with HL, and you’ll play a pivotal role in making sure we continue to grow safely. If you're passionate about delivering outstanding service and want to grow your career at the UK's leading investment platform, we encourage you to apply and invest in your own professional journey.
What you’ll be doing
- Providing technical input and leading workstreams on key HL initiatives.
- Shaping the technical elements of future regulatory change, by collaborating with HL policy colleagues and representing HL in industry forums and working groups. You will be key in ensuring the needs of HL clients are considered.
- Owning and managing the process to implement regulatory changes end-to-end across HL’s pension products.
- Setting pension projection assumptions and coordinating with HL teams and third parties to ensure timely updates.
- Chairing the HL Death Claims Committee, reviewing individual cases and ensuring distribution of deceased pension assets in the best interests of clients.
- Overseeing HL policies and procedures specific to pensions, including SIPP early access, genuine errors, unauthorised payments and defined benefit transfer activity.
- Maintaining the accuracy of key documentation including the Operator Manual, Scheme Rules, Trust Deed, Custody Agreement and Key Features. Building out and maintaining internal technical information for collaboration and information sharing.
- Supporting HL’s other wrapper-based products, for example ISAs.
About you
- Bringing deep technical expertise in pensions, with a thorough understanding of complex pension structures and rules.
- Recognised as an expert in trust-based pension schemes, including SIPPs and Drawdown.
- Highly organised and confident, you excel at chairing committees and leading collaborative teams.
- Demonstrated ability to create, manage and oversee robust policies and procedures, driving compliance and best practice.
- Skilled at engaging senior stakeholders and communicating complex information with clarity.
- Pension qualifications that underpin your credibility and commitment to excellence within the industry.
Interview process
The interview process for this role will be a two stage interview consisting of competency and technical questions as well as a presentation.
Working Schedule
The Client Pensions Manager role is a Permanent, full time, 37.5 hours per week, Monday to Friday. Our office is based in Bristol, BS1 5HL. Hybrid working is available where only 2-3 days a week is required in the office.
Hargreaves Lansdown is an inclusive employer that values diversity in its workforce. We encourage applications from all individuals without regard to race, religion, gender, sexual orientation, national origin, disability or age.
This role may also be available on a flexible working or part time basis – please ask the Recruitment & Onboarding team for more information.
Client Pensions Manager employer: Hargreaves Lansdown plc
Hargreaves Lansdown is an exceptional employer, offering a vibrant work culture in the heart of Bristol, where innovation and professional growth are at the forefront. With a commitment to employee well-being, we provide generous benefits including a competitive pension scheme, flexible working options, and opportunities for continuous learning. Join us to be part of a dynamic team dedicated to empowering clients to save and invest for a better future.
StudySmarter Expert Advice🤫
We think this is how you could land Client Pensions Manager
✨Tip Number 1
Network like a pro! Reach out to current or former employees at Hargreaves Lansdown on LinkedIn. A friendly chat can give you insider info and maybe even a referral, which can really boost your chances.
✨Tip Number 2
Prepare for the interview by brushing up on your technical knowledge of pensions. Make sure you can explain complex concepts clearly, as you'll need to demonstrate your expertise during the competency and technical questions.
✨Tip Number 3
Show your passion for client service! During the interview, share examples of how you've gone above and beyond for clients in the past. This will highlight your commitment to delivering outstanding service, which is key for the Client Pensions Manager role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you're genuinely interested in joining the HL team.
We think you need these skills to ace Client Pensions Manager
Some tips for your application 🫡
Show Your Passion:When you're writing your application, let your enthusiasm for the role shine through! We want to see that you're excited about helping clients save and invest for a better future. A little passion goes a long way!
Tailor Your CV:Make sure your CV is tailored to the Client Pensions Manager role. Highlight your technical expertise in pensions and any relevant experience you have. We love seeing how your skills align with what we're looking for!
Be Clear and Concise:Keep your application clear and to the point. Use straightforward language to explain your experience and qualifications. We appreciate clarity, especially when it comes to complex information!
Apply Through Our Website:Don't forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. We can’t wait to hear from you!
How to prepare for a job interview at Hargreaves Lansdown plc
✨Know Your Pensions Inside Out
As a Client Pensions Manager, you’ll need to demonstrate your deep technical expertise in pensions. Brush up on the latest regulations and complex structures like SIPPs and Drawdown. Be ready to discuss how these elements impact clients and the business.
✨Prepare for Competency Questions
Expect competency-based questions that assess your organisational skills and ability to lead teams. Think of specific examples from your past experiences where you’ve successfully chaired committees or managed compliance processes. Use the STAR method (Situation, Task, Action, Result) to structure your answers.
✨Showcase Your Communication Skills
You’ll be engaging with senior stakeholders, so it’s crucial to communicate complex information clearly. Practice explaining technical concepts in simple terms. This will not only show your expertise but also your ability to connect with clients and colleagues alike.
✨Nail the Presentation
Since the interview includes a presentation, make sure you’re well-prepared. Choose a relevant topic related to pensions, and structure your presentation logically. Keep it engaging and practice delivering it confidently. Remember, this is your chance to shine and showcase your knowledge!
