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hackajob is partnering with Vanguard to fill this position. Create a profile to be automatically considered for this role—and others that match your experience.
As a Senior Retirement Consultant, you will utilise your existing pension knowledge to provide best-in-market service to our clients. You should expect to serve clients in a dynamic environment through a variety of channels including phone and email. You will work as part of a Retirement team and inside the wider Personal Investor Service with your main objective to deliver outstanding service to our clients and encouraging them to foster a lasting relationship with Vanguard.
As a Senior Retirement Consultant, you will utilise your existing pension knowledge to provide best-in-market service to our clients. You should expect to serve clients in a dynamic environment through a variety of channels including phone and email. You will work as part of a Retirement team and inside the wider Personal Investor Service with your main objective to deliver outstanding service to our clients and encouraging them to foster a lasting relationship with Vanguard.
Duties & Responsibilities:
Ensure that all client pension inquiries are responded to within defined service levels and in line with Vanguard standards
Understands client’s needs, expectations and behaviours and provide the appropriate materials/responses to meet those needs. As a Senior Consultant you will be able to explain to clients in depth both the pension accumulation and de-accumulation phases of the Vanguard SIPP.
Acts as an escalation point for the SIPP Queries team as required and passes on product knowledge to the greater Personal Investor team
Communicates effectively and able to translate complex pension rules into simple terms that resonate with clients and/or third parties
Manages client data for internal record keeping purposes and is risk aware
Acts as a Subject Matter Specialist maintaining technical expertise and keeping abreast of current and changing retirement issues and regulations
Provides constructive feedback and recommendations to achieve product and service enhancements
Supports continuous improvement initiatives for internal and external processes and services
Participates in special projects and fosters strong professional relationships with internal and/or external partners
Self-starter with a can do attitude
Adapts to change in a positive manner
Champions excellence and attention to detail
Qualifications & Skills:
Undergraduate degree or equivalent combination of training and experience
Preferably possess relevant pension qualifications (R04 or equivalent)
Previous experience explaining to clients how to accumulate benefits in a SIPP and options at retirement
Minimum 5 year industry experience
Excellent interpersonal, verbal and written communication skills
Strong analytical ability and problem solving skills
Attention to detail, follow through, good judgment and flexibility
Excellent time management and organisational skills
Ability to multi-task and adjust to change and ambiguity in a positive manner
Ability to work under pressure
Please note that working hours may vary depending on business needs.
How We Work
Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
hackajob is partnering with Vanguard to fill this position. Create a profile to be automatically considered for this role—and others that match your experience.