About Wealthify
Wealthify is an ambitious, multi-award-winning online investment company located in Cardiff, Wales. We’re here to inspire anyone to build their future wealth, and we do this by making investing easy, affordable, and accessible.
We want to inspire as many people to invest as possible. We’re rapidly growing, and so we’re hiring talented people who are purpose driven and want to use and develop their skills to deliver an awesome experience to our customers.
Our team is engaging, inquisitive, and inclusive, reflecting many different beliefs and backgrounds. We welcome people who can bring diversity to our team, and work towards a shared goal to deliver an exceptional investment experience.
What your job will be:
The Technical Pension Specialist is responsible for providing expert technical and administrative support for the organisation’s SIPP product, ensuring compliance with pension legislation and high operational standards. The Technical Pension Specialist will work closely with internal teams and external partners to ensure smooth processing of pension transactions and excellent customer service.
Responsibilities:
· Deliver advanced technical administration for our SIPP (Self-Invested Personal Pension) product, ensuring full compliance with UK pension legislation and regulatory requirements.
· Manage complex customer enquiries and provide clear, concise explanations of pension products, transfers, withdrawals, and related technical matters.
· Resolve challenging pension-related issues, supporting both customers and the customer care team.
· Liaise regularly with third-party custodians and external partners, ensuring prompt resolution of queries.
· Oversee transfer and withdrawal requests, monitoring progress and maintaining detailed, audit-ready records.
· Prepare and present operational reports and data summaries for internal teams and regulatory stakeholders.
· Drive continuous process improvements focusing on service quality, regulatory compliance, and operational efficiency.
Skills we’re looking for:
We value simplicity, communication, teamwork, trust, and confidence — values that underpin everything we do.
Essential Skills & Experience:
· Proven experience in a UK pensions technical or administrative role, with deep knowledge of pension legislation, SIPP products, and the mechanics of different types of pension transfers.
· Strong understanding of compliance obligations within the pensions regulatory framework.
· Excellent communication skills, capable of breaking down complex information clearly for customers and colleagues.
· Demonstrated ability to manage multiple tasks, prioritise effectively, and perform well under pressure.
· Proficiency in Microsoft Office and an aptitude for quickly learning new software systems.
· Minimum of 5 GCSEs including Maths and English at grade C or above (or equivalent).
· Call handling experience in a customer-facing environment.
Desirable:
· FA2 qualification is beneficial but not essential; support for study will be provided.
What else we’re looking for:
· A friendly, personable team player with strong attention to detail and a diligent approach.
· Organised, empathetic, and adaptable when dealing with customers and colleagues.
· Self-motivated ‘can-do’ attitude with a commitment to quality and continuous improvement.
· Comfortable working in a hybrid office environment, with strong computer literacy.
· A hardworking individual who takes pride in their work ethic and output.
What you’ll get from us:
· Salary: £27,000 - £30,000 depending on skills and experience.
· 24 days holiday plus bank holidays, increasing up to 28 days with service.
· Flexible 37.5-hour working week, Monday to Friday between 8am – 5:30pm.
· Hybrid working with at least 1 day per week in the office and monthly face-to-face team meetings.
Additional benefits:
· Annual bonus scheme based on company and individual performance.
· Private Medical Insurance.
· Death in Service cover (3x annual salary).
· Income Protection Insurance.
· Company Pension Plan.
· Healthify wellbeing programme.
· Ministry of Fun social activities.
· Modern offices in scenic Penarth Marina with free parking and gym facilities.
· Commitment to ethical business practices, environmental sustainability, and charitable activities.
Additional Information:
· Job Type: Full-time
· Location: Hybrid (Penarth offices)
· Education: A-Level or equivalent preferred
· Experience: Minimum 1-2 years in pension administration or technical roles preferred
How to apply:
First stage interviews will be conducted via Teams. Successful candidates will be invited for second stage interviews at our Penarth office.
This is a fantastic opportunity to take a lead role in a supportive, dynamic, and friendly company where your expertise and leadership will be valued and developed.