Retirement Consultant (IC5)

Duties & Responsibilities:

• Ensure that all client pension inquiries are responded to within defined service levels and in line with Vanguard standards

• Understands clients needs expectations and behaviours and provide the appropriate materials/responses to meet those needs. As a Senior Consultant you will be able to explain to clients in depth both the pension accumulation and de-accumulation phases of the Vanguard SIPP.

• Acts as an escalation point for the SIPP Queries team as required and passes on product knowledge to the greater Personal Investor team

• Communicates effectively and able to translate complex pension rules into simple terms that resonate with clients and/or third parties

• Manages client data for internal record keeping purposes and is risk aware

• Acts as a Subject Matter Specialist maintaining technical expertise and keeping abreast of current and changing retirement issues and regulations

• Provides constructive feedback and recommendations to achieve product and service enhancements

• Supports continuous improvement initiatives for internal and external processes and services

• Participates in special projects and fosters strong professional relationships with internal and/or external partners

• Self-starter with a can do attitude

• Adapts to change in a positive manner

• Champions excellence and attention to detail

Qualifications & Skills:

• Undergraduate degree or equivalent combination of training and experience

• Preferably possess relevant pension qualifications (R04 or equivalent)

• Previous experience explaining to clients how to accumulate benefits in a SIPP and options at retirement

• Minimum 5 year industry experience

• Excellent interpersonal verbal and written communication skills

• Strong analytical ability and problem solving skills

• Attention to detail follow through good judgment and flexibility

• Excellent time management and organisational skills

• Ability to multi-task and adjust to change and ambiguity in a positive manner

• Ability to work under pressure

Please note that working hours may vary depending on business needs.

How We Work

Vanguard has implemented a hybrid working model for the majority of our crew members designed to capture the benefits of enhanced flexibility while enabling in-person learning collaboration and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.