Vanguard

Retirement Plan Specialist

Vanguard

London, UK
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

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:

  1. Provide outstanding customer service to plan sponsors and participants.
  2. Ensure that all plans are compliant with applicable regulations.
  3. Manage operational processes in a timely and efficient manner.
  4. Develop strategies to help plan sponsors and participants reach their retirement goals.
  5. Maintain up-to-date knowledge of retirement plan regulations.
  6. Troubleshoot any issues that arise.
  7. Assist plan sponsors and participants with enrollment and other related topics.
  8. Monitor plan performance and make recommendations for improvement.
  9. Answer questions and provide guidance on financial matters.
  10. Prepare and review documents related to retirement plans.
Where is this job?
This job is located at London, UK
Job Qualifications
  • 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

Required Skills
  • Consulting

  • Financial Planning

  • Networking

  • Forecasting

  • Reporting

  • Compliance

  • Researching

  • Interpreting

  • Problem-Solving

  • Advising

  • Negotiating

  • Facilitating

  • Educating

  • Organising

  • Analysing

Soft Skills
  • Communication

  • Leadership

  • Problem Solving

  • Time management

  • Interpersonal Skills

  • creativity

  • Organization

  • Critical thinking

  • Teamwork

  • Adaptability

Compensation

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.

Additional Information
Vanguard is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedJune 21st, 2023
Apply BeforeMay 22nd, 2025
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About Vanguard

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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