Pension Transfer Manager (In Office)

<ul><li><p style="text-align:left;">Full-time; reporting to Customer Success Team Leader</p></li><li><p style="text-align:left;">Southwark, London (UK) Office-based <strong>(minimum requirement of 4 days in the office per week)</strong></p></li><li><p style="text-align:left;">UK Right to work required</p></li><li><p style="text-align:left;">£32,708 annual salary; annual bonus</p></li><li><p style="text-align:left;">Start Date: February 2026</p></li></ul><p></p><h3>Description</h3><p>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.</p><p>PensionBee is creating a global leader in the consumer retirement market with over £7.4 billion in assets on behalf of more than 305,000 invested 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.</p><p>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.</p><p>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.</p><p>PensionBee is named in FT1000 Europe’s ‘Fastest Growing Companies in 2023 and 2024’ and is listed on the London Stock Exchange (LON: PBEE).</p><p>PensionBee is growing at scale and we need a Pension Transfer Manager to help us give customers a smooth journey when transferring their pensions.</p><p></p><p></p><h3>About the role</h3><p>This role provides the opportunity to work in a small team that focuses on office-based tasks related to transferring pensions. You’ll work from our London office, dealing with incoming post, outgoing post and preparing hard copy transfer forms. Many providers still require printed documentation sent in the post and your role is an integral part of facilitating our communication with them. You’ll also interact directly with providers via phone and email as well as read through transfer paperwork. We’re looking for applicants with strong attention to detail who enjoy working in a fast-paced environment.</p><p></p><p><strong>Key responsibilities</strong></p><ul><li><p><span>Preparing paper forms and letters to enable the transfer of pensions from other pension providers on behalf of our customers. Prepping, checking and checking again to ensure that these are prepared with quality.</span></p></li><li><p><span>Scanning our daily postal deliveries into the system.</span></p></li><li><p><span>Processing the postal paperwork, using software, so that our remote teams can continue our customers’ transfer journey.</span></p></li><li><p><span>Using our in-office robots – ‘Armies’ – and maintaining the upkeep of these, flagging any issues to the IT team when relevant.</span></p></li><li><p><span>Supporting the wider Pension Transfer Team and Customer Service Team with any tasks that can not be carried out from home, as well as ad-hoc tasks for our colleagues in other PensionBee teams such as Talent, Marketing and Compliance.</span></p></li><li><p><span>Supporting our Banking Team with occasional bank runs to pay in cheques.</span></p></li><li><p><span>Supporting the Office Manager with occasional office tasks such as taking in deliveries.</span></p></li><li><p><span>On your remote day you will work on pension transfer tasks to support the wider Pension team.</span></p></li></ul><p><strong>Requirements&nbsp;</strong></p><ul><li><p>The key skills required are:</p></li><li><p><span>Exceptional attention to detail</span></p></li><li><p><span>Strong work ethic and a team-orientated spirit</span></p></li><li><p><span>Good problem-solving skills</span></p></li><li><p><span>Excellent written and verbal communication skills</span></p></li><li><p><span>A personable attitude, this team is small and works closely together</span></p></li><li><p><span>Prior knowledge of the pension market is advantageous, but not required as full training will be given</span></p></li><li><p><span>You must be able to work in our London office a minimum of 4 days a week</span></p></li></ul><p></p><p></p><p><strong>Diversity &amp; Inclusion at PensionBee</strong></p><p>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.</p><p>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.</p><p></p><p>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 <a target="_blank" href="https://www.pensionbee.com/gender-equality">Gender Equality policy</a> and <a target="_blank" href="https://www.pensionbee.com/diversity-policy">Diversity and Inclusion policy</a> which provide more information on our approach, including our commitments to flexible working requests and reasonable adjustments from day one.</p><p></p><p>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 &amp; Culture Manager and we kindly ask you to only contact Emma for reasonable adjustment enquiries. You can contact Emma on [email protected].</p><p><strong>Benefits&nbsp;</strong></p><ul><li><p>End of year bonus</p></li><li><p>1 remote working day a week;</p></li><li><p>25 days annual leave, 5 extra days for people with caring responsibilities and additional leave days for people living with a disability;</p></li><li><p>Generous and transparent gender inclusive <a target="_blank" href="https://www.pensionbee.com/parental-leave-policy">Parental Leave policy;</a></p></li><li><p>Pension scheme with 6% employer contribution;</p></li><li><p>BUPA Private Medical &amp; Dental Insurance, Virtual GP, Thrive, Income Protection Insurance and Enjoy Benefits;</p></li><li><p>Regular company-wide sessions: CEO Session, Show &amp; Tell and varied D&amp;I agenda; giving you an opportunity to share your ideas and learn about other areas of the business;</p></li><li><p>A <a target="_blank" href="https://www.pensionbee.com/blog/2019/march/making-happiness-a-habit">Happiness! meeting</a>: Every 6 weeks you will have the chance to speak with your manager about your well-being;</p></li><li><p>A warm and motivated team working to make a real difference for our customers.</p></li></ul><p></p><p><strong>Hiring Process</strong></p><p></p><p><span>Successful candidates will be invited to an online interview with a Team Leader.&nbsp;</span></p><p><span>Following the interview, if you’re selected for the next stage, we would like you to meet us and the team at our office in London during an insight afternoon.</span></p><p><span>Here, you will learn more about PensionBee, as well as take part in a paperwork test, and get the chance to talk more about our company values and what you interpret them to mean.</span></p><p><strong>Additional information about</strong> <strong>the interview;</strong></p><p>● Questions are pre-determined to keep things consistent</p><p>● We are looking for team members who embody our company values</p><h3><strong>Additional information</strong></h3><p>As a financial institution, PensionBee will conduct appropriate background checks on the successful candidate prior to the start date.</p><p>At PensionBee, we are committed to equal employment opportunities regardless of race, color, ethnicity, ancestry, religion, national origin, gender, sex, gender identity or expression, sexual orientation, age, citizenship, marital or parental status, disability, veteran status, or other class protected by applicable law. We are proud to be an equal opportunity workplace.</p>