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 individu...