Pension Consultant

4 weeks ago


London, Greater London, United Kingdom Vanguard Full time

Role Overview

As a Retirement Consultant at Vanguard, you will leverage your existing pension knowledge to deliver exceptional service to our clients. This role involves working in a dynamic environment, utilizing various channels to communicate with clients, and collaborating with a Retirement team to achieve outstanding service delivery.

Key Responsibilities

  • Respond to client pension inquiries within defined service levels and in line with Vanguard standards.
  • Communicate complex pension rules in simple terms, ensuring effective client engagement and satisfaction.
  • Manage client data for internal record-keeping purposes, maintaining risk awareness and adhering to Vanguard standards.
  • Develop and maintain technical expertise, staying up-to-date with current and changing retirement issues and regulations.
  • Participate in special projects and foster strong professional relationships with internal and external partners.
  • Ensure candidates possess an undergraduate degree or equivalent combination of training and experience.
  • Preferably, candidates should hold relevant pension qualifications (R04 or equivalent).
  • Previous experience in explaining SIPP accumulation benefits and retirement options is highly desirable.

Vanguard's Hybrid Working Model

Vanguard has implemented a hybrid working model, offering enhanced flexibility while enabling in-person learning, collaboration, and connection.


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