Pensions Transfer Executive (high growth start-up) MB0092

About Moneybox

A generation is growing up without the tools or information they need to confidently build their financial future.

Whether the next goal is getting on the property ladder, starting their own business or paying for the big day, they are not being supported effectively by current providers.

For many, the concept of ‘wealth’ seems alien; it seems both too general and something only other people have.

That’s because there isn’t enough help available;

The ‘wealth management’ industry is set up for those who already have wealth, not those who need to build it.

Banks are focused on selling products rather than helping people to achieve financial outcomes.

Financial planning is not taught at school or at work.

All of this means people don’t know where to start, taking part feels alien and unachievable everything seems very complicated

Our ambition is to help a generation invest in their future.

Moneybox is on a mission to change the way people save and invest toward their future. Forget old-school finance - we make saving and investing part of your everyday life and help you achieve your goals, be it buying a house, saving for your children or something much more frivolous!

Moneybox enables you to invest the change from your everyday purchases into simple tracker funds. For example, when you buy your morning coffee for £2.40, you can invest the 60p change into tracker funds within your ISA. This means that a you can set money aside to invest before you’ve finished your breakfast – not a bad start to the day!

We have won multiple awards, and are currently one of the fastest growing fintech apps in the UK.

We were founded in July 2015 by serial entrepreneurs Ben Stanway and Charlie Mortimer and currently have a team of 75.

We are authorised and regulated by the FCA and are backed by some of the UK’s leading venture capital investors.
Job Brief

Moneybox wants to help a generation invest in their future. As part of this mission we have launched a new service that makes it quick and easy to transfer all your old pension pots into the

Moneybox app. As a member of the Pension Transfers Team, you’ll be instrumental in helping our first pension customers get fully set up and making sure the customer experience is a great one!

You’ll be answering questions from customers, calling pension providers, and constantly feeding

back to the pensions Product Team with any improvements that can be made to the process. This role is instrumental in the development of the team and Moneybox pension as a whole, ensuring that the customer service received by all customers is efficient, intuitive, and exceptional.

What you’ll do

You’ll work closely with the customer operations and customer delight team in tasks including:

Managing the pensions transfer process end to end for our customers.
Answering queries from prospective Moneybox Pension customers.
Communicating with customers and keeping them fully informed on their transfer
status.
Liaising with pension providers to follow-up any ‘pending’, paused, or slow transfers,
Constantly reviewing all operational processes to look for areas of improvement and working with the relevant team to action these.
Helping with the creation of internal documents to track and monitor best practices.
Assisting the documentation and feedback of metrics around transfers to allow for constant review and optimisation.

Who you are

A driven, ambitious individual who’s looking to build their career at an exciting very- fast-growing company.
Someone with an understanding and customer-focused attitude.
An analytic person with a problem-solving attitude to help make sure all customer’s transfers are completed from beginning to end.
Someone able to communicate sometimes complex concepts to customers in a friendly manner.
Similarly, they’re able to convey a professional and persistent approach with existing pension providers.
Naturally personable, a great communicator who has a passion for their work.
A fun, ‘team player’ excited to be part of a new and friendly team.Experience and Skills
Excellent written and spoken English.
Ability to work well both individually and as part of a team.
Good analytical and problem solving skills.
Great communication and listening skills.
Meticulous attention to detail.

Bonus points for:

Previous customer service experience.
Previous experience with the pension industry.

PEASE NOTE:

By sending us your application you acknowledge and agree to Moneybox using your personal data as described below. We collect applicants’ personal data to manage our recruitment related activities. Consequently, we may use your personal data to evaluate your application, to select and shortlist applicants, to set up and conduct interviews and tests, to evaluate and assess the results, and as is otherwise needed in the recruitment process generally.

We do not share your personal data with unauthorised third parties. However, we may, if necessary, share your personal data to carefully selected third parties acting on our behalf. This may include transfers to servers and databases outside the country where you provided us with your personal data. Such transfers may include for example transfers and/or disclosures outside the European Economic Area and in the United States of America.

If you are unsuccessful in your application, we may keep your details on file so that we can tell you about other suitable vacancies which may be of interest to you when they arise in the future. If you would rather we did not keep your details on file, you can contact us at email: jobs @ moneyboxapp.com