●      Full-time; reporting to Customer Success Team Leader

●      Southwark, London / Remote (UK)

●      UK Right to work required

●      £29,062.00, annual bonus and share options

●      Start Date: November, 2024

For far too long, pensions have been difficult to understand and manage. Founded in 2014, we aspire to make as many people as possible pension confident so that everyone can enjoy a happy retirement.

PensionBee is creating a global leader in the consumer retirement market with over £5.2 billion in assets on behalf of more than 252,000 customers. We help our customers to combine their retirement savings into a new online account, which they can manage from the palm of their hand.

PensionBee accounts are invested by the world’s largest investment managers, collectively looking after more than $10 trillion in savings between them. Each PensionBee customer has a personal account manager (“BeeKeeper”) to guide them through their savings and retirement journey. PensionBee has an “Excellent” Trustpilot rating based on over 10,000 reviews.

As a public company, we aspire to the highest standards in everything we do because our customers deserve peace of mind. Our team of over 200 pension professionals, based in London and New York, has one focus: our customer.

PensionBee is named in FT1000 Europe’s ‘Fastest Growing Companies in 2023 and 2024’ and is listed on the London Stock Exchange (LON: PBEE).

PensionBee is growing at scale and we need a Pension Transfer Manager to help us give customers a smooth journey when transferring their pensions.

This role gives the opportunity to work in a busy team that focuses on transferring pensions from other pension providers. You’ll interact directly with providers on a regular basis via phone and email as well as read through transfer paperwork. We’re looking for applicants with strong attention to detail who feel confident reviewing documentation. Working in a collaborative environment, you’ll help to ensure our customers’ transfers run smoothly and liaise with providers along the way.

Key responsibilities

●      Processing responses from other pension providers, including transfer documentation.

●      Answering calls from other providers and from Independent Financial Advisers when they inform us of updates or ask us for more information.

●      Completing administrative tasks related to transfers.

●      Calling other pension providers to make sure transfers run smoothly.

Requirements

The key skills required are:

●      Excellent written and verbal communication skills

●      Exceptional attention to detail

●      Strong work ethic and a team-orientated spirit

●      Good problem-solving skills

●      A confident, personable attitude

●      Prior knowledge of the pension market is advantageous, but not required as full training will be given

Diversity & Inclusion at PensionBee

We welcome all candidates and are proud to have been awarded Employer of the Year at the Financial Adviser Diversity in Finance Awards 2022 and Trailblazing Company of the Year 2024.

We know the need to meet every criteria can sometimes get in the way of meeting brilliant candidates. We believe the right drive is often more important than degrees, so if you have an interest in the role, relevant past experience and are passionate about what we do, get in touch as we'd love to hear from you.

Additionally, it’s not just about paying lip service but monthly celebrations of our differences and opportunities to learn more about our colleagues and friends; from our discussion on men’s mental health to our Pride Picnic. At PensionBee we're committed to provide equal rights, opportunities and treatment for all. We believe all companies have a duty to provide a supportive working environment for their employees and should be transparent. Here you can find our Gender Equality policy and Diversity and Inclusion policy which provide more information on our approach, including our commitments to flexible working requests and reasonable adjustments from day one.

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 reach out to our Training & Culture Manager, Emma. You can contact Emma on (email address removed).

Benefits

●     end of year bonus and generous equity schemes;

●      fully remote working enabled environment and culture;

●      25 days annual leave, 5 extra days for people with caring responsibilities and additional leave days for people living with a disability;

●      generous and transparent gender inclusive Parental Leave policy;

●      pension scheme with 5% matching employer contribution;

●      UK Healthcare Cash Plan, Thrive, SmartHealth Virtual GP, Income Protection Insurance and Enjoy Benefits;

●      regular company-wide sessions: CEO Session, Show & Tell and varied D&I agenda; giving you an opportunity to share your ideas and learn about other areas of the business;

●      a  Happiness! meeting: Every 6 weeks you will have the chance to speak with your manager about your well-being; and

●      a warm and motivated team working to make a real difference for our customers.

Hiring Process

1. Our hiring team will reach out by email with an online aptitude test
2. Successful candidates will be offered an online interview (30 mins)
3. Candidates will be shortlisted for an online group Insight Session (2hrs 30mins)
4. Final decisions will be made and unsuccessful candidates will receive feedback.

Additional information about the interview;

●     questions are pre-determined to keep things consistent

●     we are looking for team members who embody our company values

Additional information about the Insight Session;

1.    there will be three short presentations on our company processes

2.    there will be two short tasks, one written and one phone task