Technical Investment Specialist

●      Full time; reporting to Chief Engagement Officer

●      Southwark, London or Remote (UK)

●      UK Right to work required

●      Annual bonus and share options

●      Start Date: January 2025

●      Salary: from £50,000

For far too long, pensions have been difficult to understand and manage. Founded in 2014, we aspire to make as many people as possible pension confident so that everyone can enjoy a happy retirement.

PensionBee is creating a global leader in the consumer retirement market with over £5.5 billion in assets on behalf of more than 260,000 customers. We help our customers to combine their retirement savings into a new online account, which they can manage from the palm of their hand.

PensionBee accounts are invested by the world’s largest investment managers, collectively looking after more than $10 trillion in savings between them. Each PensionBee customer has a personal account manager (“BeeKeeper”) to guide them through their savings and retirement journey. PensionBee has an “Excellent” 4.7/ 5 Trustpilot rating based on over 11,000 reviews.

As a public company, we aspire to the highest standards in everything we do because our customers deserve peace of mind. Our team of over 200 pension professionals, based in London and New York, has one focus: our customer.

PensionBee is named in FT1000 Europe’s ‘Fastest Growing Companies in 2023 and 2024’ and is listed on the London Stock Exchange (LON: PBEE).

PensionBee is growing at scale and we need a Technical Investment Specialist to support our business with investment content creation for internal and external audiences.

About the role

This is a new role, working alongside the Chief Engagement Officer, to create new investment content and analysis, for our business, our customers and for the wider group pension savers across the UK, who numbered 1.6 million in unique views across our blog and Pensions Explained Centre over the last 12 months.

The right candidate will take pride in their ability to share their technical knowledge in a way that helps us translate complex financial and investing concepts to our pension customers, to help us fulfil our mission of making the UK pension confident!

Our Technical Investment Specialist will support with the production of materials for our Investment Committee, Board, with our Consumer Duty and Value for Money reporting. In 2025 this role will also support us with the production of a new customer video series, and with the Press and Broadcast media teams in their outreach work.

Owing to that, this is a role that offers broad exposure to many areas of our business, our Board of directors, the Press team and spokespeople, our Customer Success teams, also known as our BeeKeepers, plus the Product, Resolution, Marketing and Compliance teams.

As a fast-growing company, there’s potential to play an active role in delivering this content to the various internal and external audiences or taking a back seat to drive the creation of content - we are happy to be led by the candidate’s level of comfort with this.

We are looking for someone who is excited by our mission and values. The ideal candidate is someone who wants to part of a movement of people who come to work every day to try and make a real difference to the retirement outcomes of millions of people in the UK.

Key responsibilities

●      Producing materials for our Board and Investment Committee, including but not limited to ongoing value comparison of our plan range and product, ongoing market analysis, price and performance analysis and other investment related items

●      Working with the Chief Engagement Officer on our value for money analysis as part of our Consumer Duty Price and Value and Governance Advisory Arrangement work

●      Working with the Chief Engagement Officer and Content team on the production of a new investment focused video series

●      Supporting the Press team and PensionBee Spokespeople with investment related stories, press releases and market commentary

●      Supporting customer facing teams across the business with investment related updates, investigations and during periods of market volatility

Requirements

The key skills required are:

●      At least 3 years direct experience working in pensions / and or investments industry

●      Technical knowledge of investments, including but not limited to financial asset classes and markets, structure of main pension vehicles and how they are traded, regulatory framework of UK financial services and how wider macro-economic trends impact UK pensions

●      Familiarity with FCA Handbook, COBS, Consumer Duty and Value for Money work

●      Excellent attention to detail

●      Clear written and spoken English

●      Strong communication skills, taking technical concepts and helping to explain them to someone who is not familiar with the detail

●      Organised self-starter who is able to work independently but also a team player who wants to be part of a team that is passionate about good customer outcomes

We don’t need you to have a degree or specialist investment qualifications for this role, however your technical knowledge will be tested both in the written task and during the interview.

Desirable skills:

• Knowledge of pension administration
• Understanding of the impact that different investment structures and trading cycles can have on the operation of a pension scheme
• Understanding of UK pensions landscape

Diversity & Inclusion at PensionBee

We welcome all candidates and are proud to have been awarded Employer of the Year at the Financial Adviser Diversity in Finance Awards 2022 and Trailblazing Company of the Year 2024.

We know the need to meet every criteria can sometimes get in the way of meeting brilliant candidates. We believe the right drive is often more important than degrees, so if you have an interest in the role, relevant past experience and are passionate about what we do, get in touch as we'd love to hear from you.

Additionally, it’s not just about paying lip service but monthly celebrations of our differences and opportunities to learn more about our colleagues and friends; from our discussion on men’s mental health to our Pride Picnic. At PensionBee we're committed to provide equal rights, opportunities and treatment for all. We believe all companies have a duty to provide a supportive working environment for their employees and should be transparent. Here you can find our Gender Equality policy and Diversity and Inclusion policy which provide more information on our approach, including our commitments to flexible working requests and reasonable adjustments from day one.

We want everyone to be able to access the same opportunity, and some people might need extra support to have this access. If there’s an adjustment we can make that would help you perform to the best of your ability during the application process, like using a computer during a task instead of writing by hand, or booking in time for a longer interview, please reach out to our Training & Culture Manager, Emma. You can contact Emma on emma.ferenc@pensionbee.com.

Benefits

●     End of year bonus and generous equity schemes;

●    Fully remote enabled work environment and culture;

●     25 days annual leave with 5 extra days for people with caring responsibilities plus additional leave days for people living with a disability;

●     Generous and transparent gender inclusive Parental Leave policy;

●     Pension scheme with 5% matching employer contribution;

●     UK Healthcare Cash Plan, Thrive, SmartHealth Virtual GP, Income Protection Insurance and Enjoy Benefits;

●     Regular company-wide sessions: CEO Session, Show & Tell and varied D&I agenda; giving you an opportunity to share your ideas and learn about other areas of the business;

●     A Happiness! meeting: Every 6 weeks you will have the chance to speak with your manager about your well-being; and

●     A warm and motivated team working to make a real difference for our customers.

Hiring Process

1.    Initial chat with selected candidates by hiring manager

2.    Written task to assess technical knowledge, communication and writing skills

3.    Shortlisted candidates will then have a structured interview (60 mins)

4.    Final decisions will be made, and unsuccessful candidates will receive feedback.

Additional information about the structured interview

●     Behavioural and competency-based questions

●     Technical questions to expand on the written task

●     Questions are pre-determined to keep things consistent