Pensions Transfers Lead — Remote/Hybrid

Moneybox; Greater London; Hybrid; GBP 65,000 - 90,000; Full time

Benefits offered by this job

Company pension scheme

Hybrid/remote working

Private Medical Insurance

Health Cash Plan

CycleSaver

Wellhub gym/wellbeing

Job summary

Moneybox is looking for a hands-on operations professional to strengthen relationships with pension providers and map end-to-end transfers. You will identify bottlenecks, standardise submission processes, and explore flexibilities with providers to accelerate customer transfers.

You will also work with live cases and help steer a small team, ensuring all developed playbooks can be scaled by the pensions group, while grounding decisions in real-world experience.

Qualifications

• Track record of building relationships and processes from scratch, with minimal hand-holding.
• Comfort handling both external relationships and a small internal team at once.
• A data-literate, practical mindset.

Responsibilities

• Build working relationships with key providers—the right contacts, cadence, and escalation route when things move faster.
• Map how transfers flow between us and each provider end to end, and identify where they get stuck.
• Standardise how we submit information to providers to speed up cases with less back-and-forth.
• Explore where providers are willing to flex their requirements to make transfers smoother for customers.
• Spend early time working live cases and lightly steer a small team doing the same, grounding work in real scenarios.
• Create playbooks of processes to be operated by the larger Pensions team in a scalable way.

Job description

Moneybox is looking for a hands-on operations professional to strengthen relationships with pension providers and map end-to-end transfers. You will identify bottlenecks, standardise submission processes, and explore flexibilities with providers to accelerate customer transfers.

You will also work with live cases and help steer a small team, ensuring all developed playbooks can be scaled by the pensions group, while grounding decisions in real-world experience.