Pension Transfer Manager - In Office
PensionBee, United Kingdom
Job Description
- Full time
- 25,857 base salary, annual bonus + equity
- Southwark, London 4+ days per week (you may work remotely up to 1 day per week)
- UK Right to work required
For far too long, pensions have been difficult to understand. PensionBee makes pensions simple so that our customers can look forward to a happy retirement. Founded in 2014, we are well on our way to become a leading online pension provider. Since April 2021 we are listed on the LSE which has accelerated our growth.
Whether you want to get on top of your old pensions and combine them into one new plan, drawdown hassle-free from the age of 55 or start a new pension, as a leading pension provider, we’ve helped over 500,000 registered customers to become pension confident.
About our team
Our Customer Service Team goes above and beyond to ensure customers feel supported and that their move to PensionBee is as smooth as possible. Our company values are Love, Honesty, Innovation, Simplicity and Quality. These values guide our everyday decisions and provide a framework for us all to live and work by. Within the team we have Pension Transfer Administrators (Nectar Collectors) and Customer Service Agents (BeeKeepers) who work closely together. Within the Pension Transfer Administrators team, we have a specialist Post Room team who work predominantly from our new office near Southwark station, London.
We are currently hiring for the following position:
- Pension Transfer Manager Post Room (In-Office Nectar Collectors)
We are looking for someone with an eye for detail and exceptional organisational skills who can help us demystify the administrative tasks that go into a successful transfer. You'd be responsible for helping to ensure the smooth-running of our post processes and for working with quality to get our customers’ pensions transferred quickly and easily. When you work remotely you will help the wider Pension Transfer team with their workload, giving you a full picture of the pension journey.
Key responsibilities include (but are not limited to);
- Preparing paper forms and letters to enable the transfer of pensions from other pension providers on behalf of our customers. Prepping, checking and checking again to ensure that these are prepared with quality.
- Scanning our daily postal deliveries into the system.
- Processing the postal paperwork, using software, so that our remote teams can continue our customers’ transfer journey.
- Using our in-office robots ‘Armies’ and maintaining the upkeep of these, flagging any issues to the IT team when relevant.
- Supporting the wider Pension Transfer Team and Customer Service Team with any tasks that can not be carried out from home, as well as adhoc tasks for our colleagues in other PensionBee teams such as Talent, Marketing and Compliance.
- Supporting our Banking Team with regular bank runs to pay in cheques.
- Supporting the Office Manager with occasional office tasks such as plant watering and taking in deliveries.
- On your remote day you will work on pension transfer tasks to support the wider Pension team.
Requirements
- Exceptional attention to detail
- Strong work ethic and a team-orientated spirit
- Good problem-solving skills
- Excellent written and verbal communication skills
- A personable attitude, this team is small and works closely together
- Entry level role - Prior knowledge of the pension market is advantageous, but not required as full training will be given
- You must be able to work in our London office a minimum of 4 days a week
We welcome all candidates and are proud to have been awarded Employer of the Year at the Financial Adviser Diversity in Finance Awards 2021 and UK Fintech Awards 2022 for Diversity and Inclusion. We believe the right drive is often more important than the full amount of relevant experience or degrees, so if you have an interest in the role and are passionate about what we do, get in touch.
We want everyone to be able to access the same opportunity, and some people might need extra support to have this access. If there’s an adjustment we can make that would help you perform to the best of your ability during the application process, like using a computer during a task instead of writing by hand, or booking in time for a longer interview, please let us know.
The right drive is often more important than the relevant experience or degrees. Our team are now predominantly working remotely, however we have a Critical Task Unit that works in the office on those tasks that can't be completed from home. So, if you have an interest in making a difference and are passionate about what we do, get in touch.
The Hiring Process
Successful candidates will be invited to an