Pension Consultant
4 weeks ago
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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