Retirement Specialist - Retirement and Managed Services

Role

We are seeking a qualified adviser, preferably a Certified Financial Planner (CFP), to lead the development of our service strategy for new retirement offers within UK Personal Investor. This is a key appointment as we look to offer more help to more investors in reaching our 2030 goals. The role is pivotal in shaping service strategy and defining client interactions, with a focus on delivering scalable, innovative solutions that will improve retirement outcomes across the UK and help investors’ chances of investment success.

• Define and implement a comprehensive client service strategy for retirement offerings.
• Design and document client interaction playbooks to enhance engagement, consistency, and value.
• Adopt an experimental approach to problem‑solving, piloting scalable solutions that improve efficiency and client outcomes.
• Carefully weigh the advantages of using traditional client service crew, coaches, or advisers at different points in journeys.
• Drive transformation in the delivery and nature of client support in complex areas, ensuring alignment with evolving client needs and UK industry standards.
• Develop a flexible client service operating model, tailored to accommodate varying requirements and regulations of different regimes from guidance, through to targeted support and potentially beyond.
• Support the recruitment of new crew, fostering a culture of excellence and innovation.
• Establish and oversee training plans to ensure competency and ongoing professional development across the team.
• Lead, coach, and motivate the crew, partnering with other senior leaders across UK Personal Investor to deliver great outcomes for clients.
• Ensure service level and quality metrics are met consistently through effective and proactive leadership, prioritisation and resource management.
• Inspire and act as a role model for crew, providing coaching and feedback to ensure high‑quality service delivery.
• Participate in special projects and perform other duties as assigned.

• Qualified financial adviser status; CFP designation strongly preferred with a strong CPD record and clean complaints record.
• Proven significant experience providing financial advice required.
• Self‑starter who is comfortable with ambiguity, thrives on problem solving, and is action orientated.
• Proven leadership skills with experience of coaching, leading and developing a team.
• Excellent communication, facilitation and stakeholder management skills.
• Strong organisational and prioritisation abilities, with a proven track record of managing multiple initiatives simultaneously.

This is a hybrid position and would require you to work in the office three days per week (Tuesday, Wednesday & Thursday). Occasional travel to our central London offices will be required.

Vanguard is an equal‑opportunity employer committed to fostering a diverse, inclusive and highly effective workforce. We do not offer visa sponsorship for this position.