Provider Relationship Manager (6-month FTC)

About Moneybox

At Moneybox, our mission is to give everyone the means to get more out of life. We're guided by our belief that wealth isn't about the money, it's about the means to more - more freedom, opportunities, possibilities, and peace of mind. Moneybox is an award-winning wealth management platform, helping over one and a half million people build wealth throughout their lives, whether they're saving and investing, buying their first home, or planning for retirement.

Every pension transfer that stalls has a reason buried in a process somewhere - a format the provider expects, a contact who's gone quiet, a rule nobody wrote down. We want someone who finds those reasons and fixes them for good.

We're looking for someone to take ownership and redesign how Moneybox works with the pension providers we deal with every day - and turn our knowledge into a system anyone on the team can run.

• Build working relationships with our key providers - the right contacts, the right cadence, the right escalation route when something needs to move faster.
• Map how transfers actually flow between us and each provider, end to end, and find where they get stuck.
• Standardise how we submit information to providers, so cases move faster and with less back-and-forth.
• Explore where providers are willing to flex their own requirements to make transfers smoother for customers.
• Spend some early time working live cases yourself, and lightly steer a small team doing the same, so everything you build is grounded in the real work.
• Create playbooks of processes that will be operated by the larger Pensions team in a scalable way.

• A track record of building relationships and processes from scratch, with minimal hand-holding.
• Comfort holding both external relationships and a small internal team at once.
• A data-literate, practical mindset
• Financial services or operations background helpful, pensions experience or understanding a plus.

• Opportunity to join a fast-growing, award-winning and super ambitious company
• Work with a friendly team of highly motivated individuals
• Be in an environment where you are listened to and can actually have an impact
• Thriving collaborative and inclusive company culture
• Company pension scheme
• Remote, or hybrid working environment
• Private Medical Insurance
• Health Cash Plan - cashback on everyday healthcare like dental and opticians
• Cycle Saver - save on bike-share subscriptions and have a more sustainable commute
• Wellhub subscription to a variety of gyms and wellbeing apps
• Enhanced parental pay & leave
• 25 days holiday + bank holidays

Remote, or hybrid working - our office is in London, by the Oxo Tower

At Moneybox, we promote, support and celebrate inclusion, diversity and equity for all, so that everyone can bring their full selves to work. We believe that diversity drives innovation, and that if our team is representative of our community of customers, we can better support their needs. To ensure our recruitment processes provide an equal opportunity for all applicants to succeed, we encourage you to let us know if there are any adjustments that we can make.

We are open-minded and always willing to go the extra mile to ensure all applicants can present their full self and potential

We have a hybrid policy that includes 2 days from our London office and 3 from home. If the role states it is either hybrid or remote candidates must be based within the UK.

At this time we cannot offer visa sponsorship for this role and we cannot consider overseas applications.

Please note if offered a position, the offer is conditional and subject to the receipt of satisfactory pre-employment checks which we will conduct such as criminal record and adverse credit history checks. As a regulated financial business, an adverse financial history could impact your suitability for the role. If you are aware of anything that could affect your suitability for the role, please let us know in advance.

By sending us your application you acknowledge and agree to Moneybox using your personal data as described…