- Location
- Hybrid or Remote
- Workplace
- Hybrid, Remote
- Type
- Contract
- Department
- Operations
- Source
- Lever
Description
About Moneybox
At Moneybox, our mission is to give everyone the means to get more out of life. We're guided by our belief that wealth isn't about the money, it's about the means to more - more freedom, opportunities, possibilities, and peace of mind. Moneybox is an award-winning wealth management platform, helping over one and a half million people build wealth throughout their lives, whether they’re saving and investing, buying their first home, or planning for retirement.
Job Brief
Somewhere out there is a pension that belongs to one of our customers, sitting with a provider who hasn't replied in three weeks. Your job is to find it, chase it, and not let go until it's home.
This isn't a processing role. It's a closing role. You'll be handed a live caseload of pensions to track down and transfer, and it's on you to push every single one to a yes - chasing providers who go quiet, working the maybes until they become definite, and hitting a real daily target while you do it. You’ll do this outside of our usual processes in order to help test and learn on what works and doesn't, helping us fold these into day to day processing.
