Job Brief
Somewhere out there is a pension that belongs to one of our customers, sitting with a provider who hasn't replied in three weeks. Your job is to find it, chase it, and not let go until it's home.
This isn't a processing role. It's a closing role. You'll be handed a live caseload of pensions to track down and transfer, and it's on you to push every single one to a yes - chasing providers who go quiet, working the maybes until they become definite, and hitting a real daily target while you do it. You’ll do this outside of our usual processes in order to help test and learn on what works and doesn't, helping us fold these into day to day processing.
What you'll do
Own a live caseload of pensions searches and pension submissions.
Chase non-responding providers hard and professionally - a quiet provider isn't a dead end, it's a case that needs a phone call.
Confidently reach out to customers helping them to provide any further information needed in order to help us successfully locate their pensions for them.
You’ll work in short term sprints of smaller operational experiments and so be able to quickly understand our back end processes allowing you to adapt
Experience and skills
A closer's mindset - you track your own numbers, you don't wait to be chased, and a target genuinely motivates you.
Thick-skinned enough to chase a provider three times and still sound professional on the fourth.
Sharp with detail and process
Confident on the phone and comfortable in writing - you'll do plenty of both.
- A fast learner - able to pick up pensions operations and terminology; no prior pensions background required, but being able to quickly upskill on our current processes will be the key to success in this role.
What’s in it for you?
Opportunity to join a fast-growing, award-winning and super ambitious company
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 pension scheme
Remote, or hybrid working environment
Private Medical Insurance
Health Cash Plan – cashback on everyday healthcare like dental and opticians
CycleSaver – save on bike-share subscriptions and have a more sustainable commute
Wellhub subscription to a variety of gyms and wellbeing apps
Enhanced parental pay & leave
25 days holiday + bank holidays
Remote, or hybrid working - our office is in London, by the Oxo Tower
Skills Required
- Target-driven, self-motivated closing mindset (track your own numbers)
- Confident on the phone and comfortable with written communication
- Resilience and professionalism when repeatedly chasing providers
- Sharp attention to detail and adherence to process
- Ability to learn pensions operations and terminology quickly
- Based in the UK and able to work hybrid (2 days in London office, 3 remote)
- Satisfactory pre-employment checks including criminal record and adverse credit history
What We Do
At Moneybox, we help you turn your money into something greater. Millions of us want to achieve more with our money. But whether we’re looking to save for a rainy day, grow our money, buy a home, or even build a retirement fund, we leave it at the bottom of our to-do lists because we're not sure how to get started. This isn’t surprising. We aren’t taught about financial planning at school, the wealth industry was built to serve a minority, and it often feels like banks don’t care about helping us achieve outcomes. To top it off, the financial services industry is fragmented and confusing. This means that our money often isn’t working hard enough and our goals are much harder to achieve. So, we made a solution. We've brought saving, investing, home-buying, and retirement services together into one simple app. So people can reach their goals and build wealth with confidence, whatever their starting point. We want to help people build wealth, but our mission goes beyond that. We believe that building wealth isn’t simply about accumulating more money. It’s about going after the life you want and enjoying it to the fullest, today and tomorrow. This is what it means to turn your money into something greater.
