Job Description
About Moneybox
At Moneybox, our mission is to give everyone the means to get more out of life. We’re guided by our belief that wealth isn’t about the money, it’s about the means to more - more freedom, opportunities, possibilities, and peace of mind. Moneybox is an award-winning wealth management platform, helping over one and a half million people build wealth throughout their lives, whether they’re saving and investing, buying their first home, or planning for retirement.
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
Our Commitment to DE&I:
At Moneybox, we promote, support and celebrate inclusion, diversity and equity for all, so that everyone can bring their full selves to work. We believe that diversity drives innovation, and that if our team is representative of our community of customers, we can better support their needs. To ensure our recruitment processes provide an equal opportunity for all applicants to succeed, we encourage you to let us know if there are any adjustments that we can make. We are open-minded and always willing to go the extra mile to ensure all applicants can present their full self and potential
Working Policy:
We have a hybrid policy that includes 2 days from our London office and 3 from home. If the role states it is either hybrid or remote candidates must be based within the UK.
Visa Sponsorship:
At this time we cannot offer visa sponsorship for this role and we cannot consider overseas applications.
Please read before you apply!
Please note if offered a position, the offer is conditional and subject to the receipt of satisfactory pre-employment checks which we will conduct such as criminal record and adverse credit history checks. As a regulated financial business, an adverse financial history could impact your suitability for the role. If you are aware of anything that could affect your suitability for the role, please let us know in advance.
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 like to reach us then please email: [email protected]
If you would rather we did not keep your details on file, you can contact us at: [email protected]
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
