Business Development Executive (6-month FTC)

Moneybox; Greater London; Hybrid; GBP 32,000 - 46,000; Full time

Benefits offered by this job

Company pension scheme

Remote or hybrid working environment

Private Medical Insurance

Health Cash Plan

CycleSaver

Wellhub subscription

Enhanced parental pay & leave

25 days per annum + bank holidays

Job summary

Moneybox is hiring a Business Development Executive on a 6-month FTC to close pension cases. You will own live caseloads, chase providers, and engage customers to locate pensions. The role features a hybrid London-based policy with remote work options, testing new processes, and a focus on results.

Ideal candidates are disciplined, resilient, detail-oriented, and comfortable communicating by phone and email while quickly learning pension workflows.

Qualifications

• Thick-skinned enough to chase a provider three times and still sound professional on the fourth.
• A closer’s mindset – you track your own numbers, you don’t wait to be chased, and a target genuinely motivates you.
• Sharp with detail and process.
• Confident on the phone and comfortable in writing.
• A fast learner – able to pick up pensions operations and terminology.

Responsibilities

• Own a live caseload of pensions searches and pension submissions.
• Chase non-responding providers hard and professionally.
• Reach out to customers to obtain information needed to locate pensions.
• Work in short-term sprints to understand and adapt back-end processes.

Skills

Closing mindset

Resilience

Attention to detail

Phone & written comms

Fast learner

Job description

Business Development Executive (6-month FTC)

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 per annum + bank holidays (pro rata for fixed-term contracts)

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 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: [e-mail]. If you would rather we did not keep your details on file, you can contact us at: [e-mail]

Capital at risk. All investing should be for the longer term. The value of your investments can go up and down, and you may get back less than you invest. Tax treatment depends on individual circumstances and may be subject to change in the future.

A 25% government penalty applies if you withdraw money from a Lifetime ISA for any reason other than buying your first home (up to £450,000) or for retirement, and you may get back less than you paid into your Lifetime ISA.

Your home may be repossessed if you do not keep up repayments on your mortgage.

Payments you make into your pension won’t be accessible until the minimum pension age (currently 55, increasing to age 57 from 2028). Tax treatment depends on individual circumstances and may be subject to change in the future.

For Business Saver: T&Cs apply. Max one withdrawal per day.