Retirement Support Specialist

🕒 May 8

🏢🏡 London – Hybrid

⏰ Full Time

🟡 Mid-level

🟠 Senior

💝 Customer Support

🇬🇧 UK Skilled Worker Visa Sponsor

This company has sponsored UK Skilled Worker visas in the past.

Apply Now

Find Similar Remote Jobs

Receive Emails For Remote Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

Smart Pension

WebsiteLinkedInAll Job Openings

501 - 1000 employees

💳 Fintech

☁️ SaaS

🤝 B2B

🔥 Funding within the last year

💰 $81.3M Debt Financing - Smart Pension on 2025-08

Fintech • SaaS • B2B

Smart Pension is a UK-based fintech and pension provider that creates workplace retirement, savings and financial wellbeing solutions. It operates Smart Pension, a UK workplace master trust, and Keystone, a technology platform that delivers pension administration and retirement solutions to employers, advisers and institutions. Founded in 2014, the company combines regulated pension services with cloud-based technology to serve employers and employees in the UK and internationally.

📋 Description

• Identifying customer needs and proactively providing relevant product and service information. • Supporting members at key stages of their pension journey, particularly with consolidation and retirement options. • Building strong rapport and trust with members to deliver clear information and guidance. • Contributing to business growth and revenue through appropriate upselling. • Case handling to achieve the member retirement outcome. • Triage members to broader Smart Retire guidance services as required for a seamless experience. • Achieving agreed SLA timescales and personal performance targets. • Supporting other team members to meet overall service levels.

🎯 Requirements

• Experience as a Paraplanner ideally. • 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 and during withdrawal. • Ability to recognise differing member needs and clearly explain retirement options in simple terms. • Exposure to higher-value pension pots and more sophisticated client needs. • Confidence discussing technical topics (within non-advisory boundaries) and liaison with other resources to seamlessly transfer the member to appropriate guidance services. • Experience in pension administration and contact centre operations. • Preferred qualification in FA2 or similar accreditation and willingness to study for other CII retirement related qualifications. • Customer centric approach with ability to adapt communication style, demonstrating the Smart Experience Hallmark. • Experience in identifying issues with proposed practical solutions. • Ability to quickly adjust to changing circumstances, tasks, or priorities is essential. • Collaborative skills and a willingness to work effectively with colleagues to achieve common goals.

🏖️ Benefits

• 25 days’ holiday per year, increasing with length of service. • £500 annual training budget to spend on your professional development. • Extensive private healthcare, including dental, eyecare and EAP. • Enhanced sick leave (three months’ pay per year). • Enhanced maternity and paternity (maternity – 6 months fully paid/paternity – 3 weeks fully paid). • Death in service insurance cover. • Fully-paid five-week sabbatical after five years of employment. • In office wellbeing, such as manicures, massages and barbers. • Free lunch, breakfasts and social drinks weekly. • 50% discount on orders from Arena Flowers.