ABOUT MONEYBOX

Moneybox is the award-winning app that helps you turn your money into something greater. We’ve brought saving, investing, home-buying, and retirement services all together into one simple app, so it’s easier than ever to achieve your goals and build wealth, whatever your starting point.

JOB BRIEF

The Product Technical team provides the business with expert knowledge of the rules and practices expected of firms operating tax wrapped products. Principally those of HM Revenue and Customs but also associated regulators (such as the FCA) and pertaining to industry practices, such as PAYE, automated transfers and benefit illustrations.
The team applies this knowledge to a broad range of tasks; including overseeing high impact processes (such as monthly tax relief claims), advising on complex customer enquiries and complaints, supporting the design and delivery of business change and overseeing our processes and procedures. The team also helps interpret tax rules and represents Moneybox with regulators and in industry forums.
The work is varied, fast paced and involves engagement with a large swathe of the business and external third parties. You will learn a great deal about how Moneybox operates in the most granular level of detail and will be expected to apply your knowledge and experience to help create excellent outcomes for Moneybox and its customers.
Due to the growth and success of Moneybox, the Product Technical team is expanding and is seeking to recruit a Senior Pensions Administration Specialist with a Pension focus. Your role in the team will be to primarily support the operation and development of the Moneybox Pension product at a time when the size and complexity of the Pension product is growing and the regulatory landscape is evolving. However, the role will also involve building knowledge of the wider Moneybox product set.
We’re looking for someone with expert defined contribution pensions knowledge and over five years experience supporting the operation of a pension product in a direct to consumer environment. You should be able to communicate complex concepts to those unfamiliar with them, be great at solving problems, and have a highly analytical and detail-orientated approach to articulating and documenting things. You should be able to assimilate information quickly, work with a wide range of stakeholders at varying levels of seniority, operate with a reasonable level of freedom and take ownership of the work assigned to you.

EXPERIENCE AND SKILLS

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• Over five years experience as a pensions specialist.

• Proven track record of supporting the operation of a defined contribution pension product.
• Familiarity with pension regulatory reporting (such as REP015 and APSS105).
• Experience of interacting with stakeholders across a broad range of business areas.
• Excellent communication skills.
• Relishes the challenge of helping to define the operating model of a relatively new team and product.
• Interested in app-based financial services.

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• Use your pension knowledge and experience to oversee our pension processes.

• Help the operational teams navigate complex edge cases such as overseas transfers and divorce.
• Help resolve complex pension queries and complaints.
• Support business change initiatives that affect the pension product.
• Participate in internal committees and groups which oversee the operation of the pension product.
• Take responsibility for the completion and submission of mandatory returns and information requests.
• Represent Moneybox positively in discussions with regulators and industry bodies.
• Identify, interpret and communicate pension regulatory change to the business.
• Take ownership of product literature and tools (such as Key Features Documents and pension calculators).
• Help to shape and enhance the pension operating model.