Job Description

About us:

Wealthify is an ambitious, multi-award-winning online investment company located in Penarth, Wales. We are here to inspire anyone to build their future wealth, and we do this by making investing easy, affordable, and accessible. ?

We want to inspire as many people to invest as possible. We are looking to hire talented people who are purpose driven and want to use and develop their skills to deliver an awesome experience to our customers. ?

What your job will be:

The Technical Pension Specialist is responsible for providing comprehensive administrative support for the organisation's SIPP product. This role involves maintaining accurate records, ensuring we are compliant with regulations, and serving as a point of contact for customer inquiries. The specialist will work closely with internal teams and external partners to facilitate smooth pension operations.

Responsibilities:

The Technical Pension Specialist will manage customer support by responding to inquiries about our SIPP product, ensuring that information is communicated clearly and concisely. Additionally, the specialist will assist the customer care team in resolving complex pension-related issues. A significant part of the role involves liaising with third-party custodians to address individual and general queries, ensuring effective communication and resolution of issues with external partners. The role also includes reviewing transfer and withdrawal requests and monitoring the progress while maintaining detailed records of all communications and following up on any outstanding queries. Furthermore, the role will include some reporting for the operations teams, this includes collating data for internal and external stakeholders.

Skills we're looking for:

We value simplicity, communication, teamwork, trust, and confidence. These core values are what make us tick and keep us all on the same page - not just with how we work individually, but how we engage with each other and the service we offer.

Minimum of 5 GCSEs including Maths and English at grade C or above

Skilled communicator

Previous experience working in a pensions administrative role is essential

FA2 desirable but not requirement; this could be supported within the role

What else we're looking for:

A team player - friendly, personable, diligent, empathetic, well organised

Confident with multi-tasking and working both from an operational and support perspective

Comfortable working in an office environment, an aptitude for computer-based work - a good level of Microsoft Office knowledge and an ability to learn new systems quickly

Hard working and can 'get on with it'- a natural passion to want to work hard and be proud of your work quality and ethic

Strong organisational skills - multi - tasking and prioritising workload are paramount

What you'll get from us:

25,000 - 27,000 dependent on skills and experience

24 days holiday a year - plus bank holidays (you can earn an extra day's holiday for each full year you are with us, capped at 28 days)

Flexible working hours 37.5 hours a week between 8am - 5:30pm Monday to Friday.

Hybrid role with a minimum of one day a week in office; also face to face team meetings once a month

All first stage interviews will be carried out via teams; if successful 2nd stage interviews will be carried out in our offices in Penarth.

And we have plenty of perks too!

Annual bonus between 0-20% of your annual salary which is linked to both the company and individual

Private Medical Insurance

Death in Service Cover (X3 your annual salary)

Income Protection Insurance

Company Pension Plan

Healthify - a team to support the health and wellbeing of all staff at Wealthify

Ministry of Fun - providing plenty of social activities and events throughout the year

Brand new offices in the picturesque Penarth Marina

Free office gym

Free parking nearby

A collaboration space and games room

We're a responsible company and are constantly working to improve our culture, ethics, impact on the environment, and our contribution to charitable causes

This is a fantastic opportunity for the right person to join a dynamic, fun, and friendly company.

Job Type: Full-time

Pay: 25,000 - 27,000 per year

Education:

A-Level or equivalent (preferred)

Experience:

Pension Administrative Roles: 1-2 year (preferred)

Work Location: Hybrid

Job Type: Full-time

Pay: 25,000.00-27,000.00 per year

Schedule:

Monday to Friday
Work Location: In person