We are looking for an organized and detail-oriented Retirement Plan Specialist to join Vanguard’s team. As a Retirement Plan Specialist, you will be responsible for providing exceptional customer service to plan sponsors and participants, ensuring that all plans are compliant with applicable regulations, and managing operational processes. To be successful in this role, you will need to be able to work in a fast-paced environment and have excellent problem-solving skills. If you have a passion for helping people reach their retirement goals, then we want to hear from you!
Responsibilities:
- Provide outstanding customer service to plan sponsors and participants.
- Ensure that all plans are compliant with applicable regulations.
- Manage operational processes in a timely and efficient manner.
- Develop strategies to help plan sponsors and participants reach their retirement goals.
- Maintain up-to-date knowledge of retirement plan regulations.
- Troubleshoot any issues that arise.
- Assist plan sponsors and participants with enrollment and other related topics.
- Monitor plan performance and make recommendations for improvement.
- Answer questions and provide guidance on financial matters.
- Prepare and review documents related to retirement plans.
Strong Communication Skills
Attention To Detail
Proficient In Microsoft Office Suite
Financial Planning Certification
Knowledge Of Retirement Plan Regulations
Understanding Of Vanguard Products & Services
Ability To Multi-Task & Prioritize
Problem-Solving & Analytical Skills
Consulting
Financial Planning
Networking
Forecasting
Reporting
Compliance
Researching
Interpreting
Problem-Solving
Advising
Negotiating
Facilitating
Educating
Organising
Analysing
Communication
Leadership
Problem Solving
Time management
Interpersonal Skills
creativity
Organization
Critical thinking
Teamwork
Adaptability
According to JobzMall, the average salary range for a Retirement Plan Specialist in London, UK is £30,000 to £45,000 per year. Salaries can vary depending on the size and type of employer, the qualifications and experience of the individual and the industry in which they work.
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The Vanguard Group, Inc. is an American registered investment advisor based in Malvern, Pennsylvania, with about $7.7 trillion in global assets under management, as of April 2023. It is the largest provider of mutual funds and the second-largest provider of exchange-traded funds in the world after BlackRock's iShares.

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