Retirement Consultant

As a Senior Retirement Consultant, you will utilise your existing pension knowledge to provide best-in-market service to our clients. You should expect to serve clients in a dynamic environment through a variety of channels including phone and email. You will work as part of a Retirement team and inside the wider Personal Investor Service with your main objective to deliver outstanding service to our clients and encouraging them to foster a lasting relationship with Vanguard.

In this role you will:

• Ensure that all client pension inquiries are responded to within defined service levels and in line with Vanguard standards.

• Understand client's needs, expectat ions and behaviours and provide the appropriate material s /responses to meet those needs. As a Senior Consultant you will be able to explain to clients in depth both the pension accumul ation and de -ac cumulation phases of the Vanguard SIP P .

• Act as an escalation point for the SIPP Queries team as required and pass on product knowledge to the greater P ersonal Investor team.

• Communicate effectively and translate complex pension rules into simple terms that resonate with clients and/or third parties.

• Manage client data for internal record kee ping purposes and be risk aware.

• Act as a Subject Matter Sp ecialist m aintain ing technical expertise and keep ing abreast of current and changing retirement issues and regulations.

• Provide constructive feedback and recommendations to achieve product and service enhancement s.

• Support continuous improvement initiatives for internal and external processes and services.

• Participate in special projects and foster strong professional relationships with internal and/or external partners.

• Be a self-starter with a can-do attitude.

• Adapt to change in a positive manner.

• Champion exc ellence and attention to detail.

What it takes:

• Undergraduate degree or equivalent combinat ion of training and experience

• Preferably p ossess relevant pension qua lifications (R04 or equivalent)

• Previous experience explaining to clients how to accumulate benefits in a SIPP and options at retirement

• Significant industry experience

• Excellent interpersonal, verbal and written communication skills

• Strong analytical abil ity and problem solving skills

• Attention to detail, follow through, good judgment and flexibility

• Excellent time management and organisational skills

• Ability to multi-task and adjust to change and ambiguity in a positive manner

• Ability to work under pressure

Special Factors

• Vanguard is not offering sponsorship for this position.
• This is a hybrid position and would require you to work in the Manchester office Tuesday-Thursday.
• Please note that working hours may vary depending on business needs.

Why Vanguard?

Vanguard is a different kind of investment company. It was founded in the United States in 1975 on a simple but revolutionary idea: that an investment company should manage its funds solely in the interests of its clients.

This is a philosophy that has helped millions of people around the world to achieve their goals with low-cost, uncomplicated investments.

It's what we stand for: value to investors.

Inclusion Statement

Vanguard's continued commitment to diversity and inclusion is firmly rooted in our culture. Every decision we make to best serve our clients, crew (internally employees are referred to as crew), and communities is guided by one simple statement: "Do the right thing."

We believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve. We empower our crew to contribute their distinct strengths to achieving Vanguard's core purpose through our values.

When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Vanguard's core purpose: to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.

How We Work

Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

Client-provided location(s): Manchester, United Kingdom

Job ID: Vanguard-170169

Employment Type: FULL_TIME

Posted: 2025-10-14T20:20:34