Pensions Specialist

Job Brief

The Product Technical team provides the business with expert knowledge of the rules and practices expected of firms operating tax wrapped products. Principally those of HM Revenue and Customs but also associated regulators (such as the FCA) and industry practices, such as PAYE, automated transfers and illustration calculation obligations.

The team apply this knowledge to a broad range of tasks; from advising on complaints and complex customer enquiries, to supporting the design and delivery of business change, overseeing our processes and procedures, interpreting regulatory change and representing Moneybox with regulators and in industry forums.

The work is varied, fast paced and involves engagement with a large swathe of the business and external third parties. You will learn a great deal about how Moneybox operates in the most granular level of detail and will be expected to apply your industry knowledge and experience to help create excellent outcomes for Moneybox and its customers.

Due to the growth and success of Moneybox, the Product Technical team is expanding and is seeking to recruit a Senior Product Technical Specialist with a Pension focus. Your role in the team will be to primarily support the operation and development of the Moneybox Pension product at a time when the size and complexity of the Pension product is growing and the regulatory landscape is evolving. However, the role will also involve supporting other regulatory obligations, such as IRS reporting and building knowledge of the wider Moneybox product set.

We’re looking for someone with expert defined contribution pensions knowledge and over five years experience supporting the operation of a pension product in a direct to consumer environment. You should be able to communicate complex concepts to those unfamiliar with them, be great at solving problems, and have a highly analytical and detail-orientated approach to articulating and documenting things. You should be able to assimilate information quickly, work with a wide range of stakeholders at varying levels of seniority, operate with a reasonable level of freedom and take ownership of the work assigned to you.

What You’ll Do

• • Use expert knowledge to help resolve complex pension queries and complaints.
  • Support business change initiatives that affect the pension product.
  • Participate in internal committees and groups which oversee the operation of the pension product.
  • Take responsibility for the completion and submission of mandatory returns and information requests.
  • Represent Moneybox positively in discussions with regulators and industry bodies.
  • Identify, interpret and communicate pension regulatory change to the business.
  • Take ownership of product literature and tools (such as Key Features Documents and pension calculators).
  • Help to shape and enhance the pension operating model.

 

Who You Are

• • A driven, committed person who is looking to build their career at an exciting, very fast-growing company.
  • A highly detail-oriented person with a diligent and methodical approach.
  • Someone who likes to understand how things work and help others to understand them.
  • Someone who takes ownership of their work and is committed to delivering output of a consistently high standard.
  • Someone who is comfortable interacting with stakeholders at all levels of seniority.
  • A naturally personable, great communicator who has a passion for their work and the people they work with.
  • Adaptable and flexible, for those times when things do not go to plan.
  • Excited about FinTech and being part of a company that is trying to make a positive mark on the world.
  • Knows how to have fun whilst maintaining a professional outlook.

 

Experience and Skills

• • Over five years experience as a pensions specialist.
  • Proven track record of supporting the operation of a defined contribution pension product.
  • Experience of interacting with stakeholders across a broad range of business areas.
  • Excellent communication skills.
  • Relishes the challenge of helping to define the operating model of a relatively new team and product.
  • Interested in app-based financial services.

 

What’s in it for you?

• • • Opportunity to join a fast-growing, award-winning and super ambitious startup
    • Work with a friendly team of highly motivated individuals
    • Be in an environment where you are listened to and can actually have an impact
    • Thriving collaborative and inclusive company culture
    • Company shares
    • Company pension scheme
    • Hybrid working environment
    • Home office furniture allowance
    • Personal Annual Learning and Development budget
    • Private Medical Insurance
    • Health Cash Plan (cashback on visits to the dentist & opticians etc)
    • Cycle to work scheme
    • Gympass subscription to a variety of gyms and wellbeing apps
    • Enhanced parental pay & leave
    • 25 days holiday + bank holidays with additional days added with length of service.