Client Pensions Manager

Excited to grow your career?

Our purpose is to make it easy for people to save and invest for a better future. We are looking for great people to join us, so please come and invest in YOUR future at Hargreaves Lansdown.

We know that sometimes people can be put off applying for a job if they don't tick every box. If you're excited about working for us and have most of the skills or experience we're looking for, please go ahead and apply. We’d love to hear from you!

About the role

Join Hargreaves Lansdown (HL) as the Client Pensions Manager and become a key part of our first-line client team.

You'll provide expert technical guidance and support for the HL pension products, including market-leading SIPP, Drawdown and annuity propositions, helping clients save and invest for a brighter future.

More than half a million people have chosen to hold their pension with HL, and you’ll play a pivotal role in making sure we continue to grow safely.

If you're passionate about delivering outstanding service and want to grow your career at the UK's leading investment platform, we encourage you to apply and invest in your own professional journey.

What you’ll be doing

As Client Pensions Manager, you’ll be working closely with Product and Proposition Managers and the Head of Pensions & Retirement.

This is a varied role, which will require you to draw on deep technical knowledge. There are operational elements to the role, including chairing committees, overseeing processes and responsibility for key documentation. You’ll also have opportunity to represent HL and our clients in industry groups.

• Providing technical input and leading workstreams on key HL initiatives.
• Shaping the technical elements of future regulatory change, by collaborating with HL policy colleagues and representing HL in industry forums and working groups. You will be key in ensuring the needs of HL clients are considered.
• Owning and managing the process to implement regulatory changes end-to-end across HL’s pension products.
• Setting pension projection assumptions and coordinating with HL teams and third parties to ensure timely updates.
• Chairing the HL Death Claims Committee, reviewing individual cases and ensuring distribution of deceased pension assets in the best interests of clients.
• Overseeing HL policies and procedures specific to pensions, including SIPP early access, genuine errors, unauthorised payments and defined benefit transfer activity.
• Maintaining the accuracy of key documentation including the Operator Manual, Scheme Rules, Trust Deed, Custody Agreement and Key Features. Building out and maintaining internal technical information for collaboration and information sharing.
• Supporting HL’s other wrapper-based products, for example ISAs.

About you

• Bringing deep technical expertise in pensions, with a thorough understanding of complex pension structures and rules
• Recognised as an expert in trust-based pension schemes, including SIPPs and Drawdown
• Highly organised and confident, you excel at chairing committees and leading collaborative teams
• Demonstrated ability to create, manage and oversee robust policies and procedures, driving compliance and best practice
• Skilled at engaging senior stakeholders and communicating complex information with clarity
• Pension qualifications that underpin your credibility and commitment to excellence within the industry

Interview process

The interview process for this role will be a two stage interview consisting of competency and technical questions as well as a presentation.

Working Schedule

The Client Pensions Manager role is a Permanent, full time, 37.5 hours per week, Monday to Friday. Our office is based in Bristol, BS1 5HL. Hybrid working is available where only 2-3 days a week is required in the office.

Why us?

Here at HL, we’re the UK’s number 1 investment platform for private investors, based in Bristol. For more than 40 years we’ve helped investors save time, tax and money on their investments.

To achieve our mission, we believe we have a workplace like no other, with constant learning, dynamic teams, and a great ethos. We're steered by core values that promote service, quality, innovation, and opportunity in everything we do.

What's on offer?

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Hargreaves Lansdown is an inclusive employer that values diversity in its workforce. We encourage applications from all individuals without regard to race, religion, gender, sexual orientation, national origin, disability or age.

This role may also be available on a flexible working or part time basis – please ask the Recruitment & Onboarding team for more information.

Please note, we are unable to provide employment sponsorship to candidates.