• Full-time; reporting to Customer Success Team Leader
• Southwark, London / Remote (UK)
• UK Right to work required
• £30,609 and annual bonus
• Start Date: October 2025

DESCRIPTION

For far too long, pensions have been difficult to understand and manage. Founded in 2014, we aspire to make as many people as possible pension confident so that everyone can enjoy a happy retirement.
PensionBee is becoming a global leader in the consumer retirement market with over £6.3 billion in assets on behalf of more than 280,000 customers. We help our customers to combine their retirement savings into a new online account, which they can manage from the palm of their hand.
PensionBee accounts are invested by the world’s largest investment managers, collectively looking after more than $10 trillion in savings between them. Each PensionBee customer has a personal account manager (“BeeKeeper”) to guide them through their savings and retirement journey. PensionBee has an “Excellent” Trustpilot rating based on over 10,000 reviews.
As a public company, we aspire to the highest standards in everything we do because our customers deserve peace of mind. Our team of over 200 pension professionals, based in London and New York, has one focus: our customer.
PensionBee is named in FT1000 Europe’s ‘Fastest Growing Companies in 2023 and 2024’ and is listed on the London Stock Exchange (LON: PBEE).
PensionBee is growing at scale and we need a Pension Transfer Manager to help us give customers a smooth journey when transferring their pensions.

REQUIREMENTS

The key skills required are:

• Excellent written and verbal communication skills
• Exceptional attention to detail
• Strong work ethic and a team-orientated spirit
• Good problem-solving skills
• A confident, personable attitude
• Prior knowledge of the pension market is advantageous, but not required as full training will be given

HIRING PROCESS

• Our hiring team will reach out by email with an online aptitude test
• Successful candidates will be offered an online interview (30 mins)
• Candidates will be shortlisted for an online group Insight Session (2hrs 30mins)
• Final decisions will be made and unsuccessful candidates will receive feedback.

Additional information about the interview;

• Questions are pre-determined to keep things consistent
• We are looking for team members who embody our company values

ABOUT THE ROLE

This role gives the opportunity to work in a busy team that focuses on transferring pensions from other pension providers. You’ll interact directly with providers on a regular basis via phone and email as well as read through transfer paperwork. We’re looking for applicants with strong attention to detail who feel confident reviewing documentation. Working in a collaborative environment, you’ll help to ensure our customers’ transfers run smoothly and liaise with providers along the way.

KEY RESPONSIBILITIES

• Processing responses from other pension providers, including transfer documentation.
• Answering calls from other providers and from Independent Financial Advisers when they inform us of updates or ask us for more information.
• Completing administrative tasks related to transfers.
• Calling other pension providers to make sure transfers run smoothly.