Wealthify is seeking a Pension Transfer Specialist to help drive growth and deliver exceptional customer experiences.
Wealthify is an ambitious, multi-award-winning online saving and investing service based in Wales. Our team is engaging, inquisitive, and inclusive, reflecting many different backgrounds and beliefs.
The Pension Transfer Specialist will play a key role in helping us deliver the best possible service to our customers while streamlining processes and introducing new products.
The ideal candidate will have experience in a similar operational role within financial services, knowledge of Pension administration, and a "can do" attitude.
Wealthify offers a competitive salary, 24 days' holiday a year, hybrid/remote working options, and a range of benefits including private medical insurance, death in service cover, and a company pension plan.
We're a responsible company, constantly working to improve our culture, ethics, impact on the environment, and contribution to charitable causes.
Key Responsibilities:
* Service and communicate with customers and third parties to ensure a smooth Pension's journey
* Manage controls and risks presented on a daily basis
* Work with our customer care team to service customer queries
* Work with third party providers
* Be aware of and work to company and industry SLA's
Key Attributes:
* Experience in a similar operational role within financial services
* Experience and knowledge of Pension administration
* Ability to challenge processes and suggest improvements
* Well-organised individual who can juggle priorities
* Confidence when speaking to internal or external customers
* "Can do" attitude and willingness to learn
Benefits:
* Competitive salary: £27,000 - £30,000
* 24 days' holiday a year, plus bank holidays
* Hybrid/remote working options
* Flexible working hours
* Buy and sell up to 5 days of holiday per year
* Annual bonus between 0-20% of annual salary
* Private medical insurance
* Death in service cover
* Income protection insurance
* Company pension plan
* Healthify: team to support health and wellbeing
* Ministry of Fun: social activities and events