Retirement Solutions Consultant

TL;DR

Retirement Solutions Consultant (Finance): Managing pension member inquiries and providing guidance on consolidation and retirement options with an accent on delivering personalized, compliant financial support. Focus on identifying member needs, explaining complex pension legislation in simple terms, and facilitating smooth transitions into retirement solutions to drive business growth.

Location: Hybrid, based in London, UK

Company

hirify.global is a cloud-native fintech company revolutionizing retirement savings through innovative digital platforms and a customer-first approach.

What you will do

• Identify member needs and provide clear, compliant guidance on pension consolidation and retirement options.
• Build strong relationships and trust with members to ensure informed decision-making.
• Contribute to revenue targets by supporting upselling and facilitating effective pension transfers.
• Handle member cases to ensure positive retirement outcomes while meeting SLA and performance targets.
• Collaborate with broader guidance services to provide a seamless member experience.
• Triage complex issues and deliver high-quality support consistent with the company's service standards.

Requirements

• UK residency and ability to work in London (hybrid role).
• Strong understanding of Defined Contribution (DC) pension arrangements.
• Knowledge of UK pension legislation and regulatory requirements.
• Working knowledge of pension allowances and taxation at retirement.
• Customer-centric approach with the ability to explain technical retirement options simply.
• Experience in pension administration or contact center operations.

Nice to have

• Experience as a Paraplanner.
• Professional qualifications such as FA2 or similar CII retirement-related accreditations.
• Exposure to high-value pension pots and sophisticated client management.

Culture & Benefits

• 25 days’ annual leave, increasing with length of service.
• £500 annual training budget for professional development.
• Comprehensive private healthcare including dental and eye care.
• Enhanced sick leave and maternity/paternity pay.
• Five-week fully-paid sabbatical after five years of tenure.
• In-office perks including free meals, weekly social drinks, and wellbeing services.