About the Role
Wealthify is seeking a highly skilled Pension Transfer Specialist to join our team. As a key member of our operational team, you will play a crucial role in delivering an exceptional customer experience and helping us achieve our ambitious growth plans.
Key Responsibilities
* Provide exceptional customer service and communication to ensure a smooth pension transfer journey for new and existing customers.
* Manage daily controls and risks, working closely with our customer care team to resolve any customer queries.
* Collaborate with third-party providers to ensure seamless service delivery.
* Stay up-to-date with company and industry SLAs, ensuring we maintain the highest standards of service.
What We're Looking For
* Experience in a similar operational role within financial services, with a strong understanding of pension administration and transfer rules.
* Excellent communication and interpersonal skills, with the ability to work effectively with internal and external stakeholders.
* A proactive and organized individual who can juggle priorities and adapt to changing circumstances.
* A 'can-do' attitude and a willingness to learn and develop skills.
What We Offer
* A competitive salary of £27,000 - £30,000, depending on experience.
* 24 days' holiday per year, plus bank holidays, with an additional day's holiday for each full year of service.
* Hybrid/remote working options and flexible working hours.
* A range of benefits, including private medical insurance, death in service cover, and a company pension plan.
We're a responsible company, committed to improving our culture, ethics, and impact on the environment. If you're a motivated and experienced professional looking for a new challenge, we'd love to hear from you.