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- Tasks: Provide expert support for our SIPP product and ensure compliance with pension legislation.
- Company: Join Wealthify, an award-winning online investment company in Cardiff.
- Benefits: Enjoy a competitive salary, flexible working hours, and generous holiday allowance.
- Why this job: Make a real impact by helping customers navigate their pension options.
- Qualifications: Experience in pensions administration and strong communication skills are essential.
- Other info: Be part of a friendly team that values diversity and continuous improvement.
The predicted salary is between 27000 - 30000 £ per year.
About Wealthify
Wealthify is an ambitious, multi-award-winning online investment company located in Cardiff, Wales. We’re here to inspire anyone to build their future wealth, and we do this by making investing easy, affordable, and accessible. We want to inspire as many people to invest as possible. We’re rapidly growing, and so we’re hiring talented people who are purpose driven and want to use and develop their skills to deliver an awesome experience to our customers. Our team is engaging, inquisitive, and inclusive, reflecting many different beliefs and backgrounds. We welcome people who can bring diversity to our team, and work towards a shared goal to deliver an exceptional investment experience.
What your job will be:
The Technical Pension Specialist is responsible for providing expert technical and administrative support for the organisation’s SIPP product, ensuring compliance with pension legislation and high operational standards. The Technical Pension Specialist will work closely with internal teams and external partners to ensure smooth processing of pension transactions and excellent customer service.
Responsibilities:
- Deliver advanced technical administration for our SIPP (Self-Invested Personal Pension) product, ensuring full compliance with UK pension legislation and regulatory requirements.
- Manage complex customer enquiries and provide clear, concise explanations of pension products, transfers, withdrawals, and related technical matters.
- Resolve challenging pension-related issues, supporting both customers and the customer care team.
- Liaise regularly with third-party custodians and external partners, ensuring prompt resolution of queries.
- Oversee transfer and withdrawal requests, monitoring progress and maintaining detailed, audit-ready records.
- Prepare and present operational reports and data summaries for internal teams and regulatory stakeholders.
- Drive continuous process improvements focusing on service quality, regulatory compliance, and operational efficiency.
Skills we’re looking for:
We value simplicity, communication, teamwork, trust, and confidence — values that underpin everything we do.
Essential Skills & Experience:
- Proven experience in a UK pensions technical or administrative role, with deep knowledge of pension legislation, SIPP products, and the mechanics of different types of pension transfers.
- Strong understanding of compliance obligations within the pensions regulatory framework.
- Excellent communication skills, capable of breaking down complex information clearly for customers and colleagues.
- Demonstrated ability to manage multiple tasks, prioritise effectively, and perform well under pressure.
- Proficiency in Microsoft Office and an aptitude for quickly learning new software systems.
- Minimum of 5 GCSEs including Maths and English at grade C or above (or equivalent).
- Call handling experience in a customer-facing environment.
Desirable:
- FA2 qualification is beneficial but not essential; support for study will be provided.
What else we’re looking for:
- A friendly, personable team player with strong attention to detail and a diligent approach.
- Organised, empathetic, and adaptable when dealing with customers and colleagues.
- Self-motivated ‘can-do’ attitude with a commitment to quality and continuous improvement.
- Comfortable working in a hybrid office environment, with strong computer literacy.
- A hardworking individual who takes pride in their work ethic and output.
What you’ll get from us:
- Salary: £27,000 - £30,000 depending on skills and experience.
- 24 days holiday plus bank holidays, increasing up to 28 days with service.
- Flexible 37.5-hour working week, Monday to Friday between 8am – 5:30pm.
- Hybrid working with at least 1 day per week in the office and monthly face-to-face team meetings.
Additional benefits:
- Annual bonus scheme based on company and individual performance.
- Private Medical Insurance.
- Death in Service cover (3x annual salary).
- Income Protection Insurance.
- Company Pension Plan.
- Healthify wellbeing programme.
- Ministry of Fun social activities.
- Modern offices in scenic Penarth Marina with free parking and gym facilities.
- Commitment to ethical business practices, environmental sustainability, and charitable activities.
Additional Information:
- Job Type: Full-time
- Location: Hybrid (Penarth offices)
- Education: A-Level or equivalent preferred
- Experience: Minimum 1-2 years in pension administration or technical roles preferred
How to apply:
First stage interviews will be conducted via Teams. Successful candidates will be invited for second stage interviews at our Penarth office. This is a fantastic opportunity to take a lead role in a supportive, dynamic, and friendly company where your expertise and leadership will be valued and developed.
Technical Pension Specialist in Penarth employer: Wealthify
Contact Detail:
Wealthify Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Technical Pension Specialist in Penarth
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and pensions sector. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on job openings at Wealthify!
✨Tip Number 2
Prepare for those interviews! Research Wealthify’s values and recent news. Think about how your experience aligns with their mission to make investing accessible. Practise answering common interview questions, especially around compliance and customer service.
✨Tip Number 3
Show off your skills! If you’ve got any relevant projects or case studies, bring them to the table during interviews. Demonstrating your technical knowledge of SIPP products and pension legislation can really set you apart from other candidates.
✨Tip Number 4
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 Wealthify team. Don’t forget to follow up after applying; a little persistence goes a long way!
We think you need these skills to ace Technical Pension Specialist in Penarth
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Technical Pension Specialist role. Highlight your experience with SIPP products and any relevant pension legislation knowledge. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about pensions and how you can contribute to our mission at Wealthify. Keep it concise but engaging, and don’t forget to show off your personality!
Showcase Your Communication Skills: Since this role involves managing complex customer enquiries, make sure to demonstrate your communication skills in your application. Use clear and concise language, and if possible, provide examples of how you've simplified complex information in the past.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Wealthify
✨Know Your Pensions Inside Out
Make sure you brush up on your knowledge of UK pension legislation and SIPP products. Be prepared to discuss specific regulations and how they apply to the role. This will show that you're not just familiar with the basics, but that you can handle complex queries with confidence.
✨Practice Clear Communication
Since the role involves explaining complex information to customers, practice breaking down technical jargon into simple terms. You might want to role-play with a friend or family member to ensure you can convey your thoughts clearly and concisely.
✨Showcase Your Problem-Solving Skills
Think of examples from your past experience where you've resolved challenging issues, especially in a customer-facing environment. Be ready to share these stories during the interview to demonstrate your ability to manage complex enquiries effectively.
✨Emphasise Teamwork and Adaptability
We value teamwork and adaptability at Wealthify, so be prepared to discuss how you've worked collaboratively in previous roles. Highlight any experiences where you've had to adjust to new situations or work with diverse teams to achieve a common goal.