Pension Specialist

We are looking for a knowledgeable and driven professional to join our team as a Pension Sharing Order (PSO) Specialist. This is a key role for an experienced individual with a strong background in pensions and investments, particularly within a regulated financial services environment. You will take the lead on complex PSO cases, act as a point of escalation for key stakeholders, and play an integral part in enhancing our PSO processes, risk controls, and team development. If you thrive on delivering high-quality outcomes, navigating complex regulatory frameworks, and building effective relationships, we'd love to hear from you.

Responsibilities:

• Investigate and handle complex Pension Sharing Order (PSO) cases, providing support to the team and Team Leader.
• Assist with PSO complaints and serve as a point of escalation for senior client/IFA/solicitor communications.
• Support the Team Leader in training and developing the team for PSO handling to build internal confidence.
• Review and improve PSO processes and procedures, identifying risks and controls whilst ensuring compliance with appropriate rules.
• Manage complex PSO queries, approve calculations, and collaborate with the Technical team to resolve outstanding cases.
• Contribute to operational resilience planning and support the implementation of future RPA processes.
• Manage own time effectively to meet business objectives and continuously seek ways to improve service efficiency for customers and advisers.
• Participate in meetings with the Technical team and escalate cases to Management when necessary.

Knowledge and Experience:

• Proven experience of leading and managing complex PSO transfers, gained in a regulated financial services environment.
• Pensions and investments experience.
• Relevant professional examinations as required for role.
• 3+ years in Transfers role or equivalent.
• Ability to adapt communication style appropriately depending on intended recipient.
• Strong people and performance management skills.
• Effective relationship builder.
• Ability to operate effectively and credibly.
• Excellent communication skills, both written and verbal.
• Planning and organisational ability; able to meet challenging deadlines.
• Report writing skills.
• Risk management.
• High level HMRC rules and regulations applying to AJ Bell.
• Customer services procedures, including complaints and compliance.
• Numerate and literate.
• Good IT skills, including Word, Excel and Outlook.

About us:

AJ Bell is one of the fastest-growing investment platform businesses in the UK offering an award-winning range of solutions that caters for everyone, from professional financial advisers to DIY investors with little to no experience. We have over 620,000 customers using our award-winning platform propositions to manage assets totalling more than £96.1 billion. Our customers trust us with their investments, and by continuously striving to make investing easier, we aim to help even more people take control of their financial futures.

Our perks and benefits:

• Starting salary of £28,000.
• Starting holiday entitlement of 26 days, increasing up to 31 days with length of service and a holiday buy and sell scheme.
• A choice of pension schemes with matched contributions up to 7%.
• Discretionary bonus scheme.
• Annual free share awards scheme.
• Buy As You Earn (BAYE) Scheme.
• Health Cash Plan provided by SimplyHealth.
• Discounted private healthcare scheme and dental plan.
• Free on-site gym providing a wide range of free classes.
• Employee Assistance Programme.
• Bike loan scheme.
• Sick pay pledge.
• Enhanced maternity, paternity, and shared parental leave.
• Discounted nursery fees at Kids Planet on Exchange Quay.
• Loans for travel season tickets.
• Death in service scheme.
• Paid time off for volunteer work.
• Charitable giving opportunities through salary sacrifice.
• Calendar of social events, including monthly payday drinks, annual Christmas party, summer party and much more.
• Parking at Exchange Quay (Subject to availability).
• Personal development programmes built around you and your career goals, including access to personal skills workshops.
• Ongoing technical training.
• Professional qualification support.
• Talent development programmes.
• Peer recognition scheme, with rewards including restaurant and shopping vouchers or time off.
• Monthly leadership breakfasts and lunches.
• Casual dress code.
• Access to a range of benefits from our sponsorship deals.

Hybrid working:

At AJ Bell, our people are the heart of our culture. We believe in building strong connections by working together. That's why we offer a hybrid working model, where you'll spend 3-4 days per week in the office. For new team members, the first 3 months will be spent full-time in the office to help you immerse yourself in our business and build valuable relationships with your colleagues.

AJ Bell is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and all employees are empowered to bring their whole self to work. We do not discriminate on the basis of race, sex, gender identity, sexual orientation, age, pregnancy, religion, physical and mental disability, marital status and any other characteristics protected by the Equality Act 2010. All decisions to hire are based on qualifications, merit and business need.

If you like the sound of the above, or just want to know more about the company and the role, we'd love to speak to you.