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Are you passionate about helping customers achieve their savings goals? This is an exciting new role at the heart of a vibrant, welcoming team embarking on an ambitious new chapter. You’ll play a key part in ensuring our products meet customer needs, deliver great outcomes and remain compliant and competitive. If you’re motivated to grow, learn and make an impact, we’d love to hear from you
Job Responsibility:
Supporting the management of Workplace Savings products to meet customer needs
Demonstrating up-to-date knowledge of products and regulatory developments
Leading the scheduling and completion of Product Risk Reviews
Conducting analysis of customer activity to identify indicators of harm
Undertaking annual and ongoing reporting to maintain compliance
Maintaining and approving product literature in line with Consumer Duty
Supporting adherence to the Risk Management Framework
Conducting customer research and product testing to ensure suitability
Requirements:
Customer-focused – passionate about delivering great outcomes
Curious and collaborative – with energy and excellent communication skills
Knowledgeable – understands Workplace Savings products, regulations, and market trends
Experienced – in financial services or employee benefits consulting, and eager to grow
Analytical and organised – able to manage data and project tasks effectively
Proactive and positive – approaches challenges with a solution-focused mindset
Committed to development – willing to work towards professional qualifications such as CII (or already on that journey)
What we offer:
The opportunity to participate in our annual, performance -related bonus plan and valuable share schemes
Generous pension contribution
Life assurance
Healthcare Plan (permanent employees only)
At least 25 days holiday, plus public holidays, 26 days after 2 years’ service. There’s also the option to buy and sell holiday
Competitive family leave
Participate in our electric car scheme, which offers employees the option to hire a brand-new electric car through tax efficient salary sacrifice (permanent employees only)
There are the many discounts we offer – both for our own products and at a range of high street stores and online