At Moneybox, we promote, support and celebrate inclusion, diversity and equity for all, so that everyone can bring their full selves to work. We believe that diversity drives innovation, and that if our team is representative of our community of customers, we can better support their needs. To ensure our recruitment processes provide an equal opportunity for all applicants to succeed, we encourage you to let us know if there are any adjustments that we can make. We are open-minded and always willing to go the extra mile to ensure all applicants can present their full self and potential
Moneybox is the award-winning app that helps you turn your money into something greater. We’ve brought saving, investing, home-buying, and retirement services all together into one simple app, so it’s easier than ever to achieve your goals and build wealth, whatever your starting point.
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.
Our office is in London, by the Oxo Tower
Capital at risk. All investing should be for the longer term. The value of your investments can go up and down, and you may get back less than you invest. Tax treatment depends on individual circumstances and may be subject to change in the future.
A 25% government penalty applies if you withdraw money from a Lifetime ISA for any reason other than buying your first home (up to £450,000) or for retirement, and you may get back less than you paid into your Lifetime ISA.
Your home may be repossessed if you do not keep up repayments on your mortgage.
Payments you make into your pension won’t be accessible until the minimum pension age (currently 55, increasing to age 57 from 2028). Tax treatment depends on individual circumstances and may be subject to change in the future.