Pensions Technical Specialist
Confirmed on the employer's own hiring board on Nov 13, 2026. First seen by Alion on Nov 12, 2026. Skybound Wealth scores B on the Alion truth index.
About Us
Skybound Wealth Management is a global financial advisory company with employees across the UK, USA, Switzerland, Cyprus, Spain and Dubai. We provide tailored financial advice to international clients, supported by expert teams across wealth planning, compliance and operations.
About the role
We are seeking a Pensions Technical Specialist to join our Group Pensions division in a newly created role, supporting the Group Head of Pensions and advisers across Skybound Wealth Management’s international operations.
Working across the Group, you will review pension advice documentation and help ensure pension cases are handled accurately, consistently and efficiently. The role will focus on UK pensions, including transfers, drawdown and retirement planning for internationally mobile clients.
You will work closely with the Group Head of Pensions to support advice, paraplanning, compliance and operations teams. This is an opportunity for someone with solid UK pensions experience to build their technical expertise and contribute to the development of a growing international pensions proposition.
Key Duties
Review pension suitability reports and supporting documentation, including defined contribution transfers, retirement withdrawals and drawdown recommendations, identifying errors, omissions and areas requiring clarification
Carry out technical checks on pension new business and withdrawal requests in line with internal procedures and agreed authority levels
Provide clear, constructive feedback to advisers and paraplanners, referring complex or higher-risk cases to the Group Head of Pensions and relevant compliance teams
Support pension cases involving internationally mobile clients, recognising when specialist tax, regulatory or jurisdiction-specific guidance is required
Liaise with pension providers, paraplanning, administration and operations teams to resolve technical queries, documentation gaps and processing delays
Assist with the development and maintenance of pension report templates, technical guidance, checklists and adviser resources
Support reviews of pension providers, products and processes, and contribute to improvements in case tracking, workflows and management information
Assist with monitoring relevant changes in UK pensions legislation, FCA guidance and provider practices
Identify recurring technical or operational issues and suggest practical improvements, including opportunities for adviser training and knowledge sharing
Maintain accurate records of technical reviews, feedback and escalations, and work within the responsibilities and approval processes of the relevant regulated entity
Desired Skills and Experience:
Practical experience in UK pensions administration, paraplanning, pensions technical support or a similar financial planning role
Sound knowledge of defined contribution pensions, pension transfers, drawdown, retirement options and relevant UK pension rules
Ability to review technical documents and pension advice reports, identify inconsistencies and explain findings clearly
Strong attention to detail, sound judgement and the confidence to query or escalate technical issues
Good written and verbal communication skills, with the ability to support advisers and colleagues across multiple offices
CII R04 or an equivalent pensions qualification is desirable, alongside a commitment to continued professional development
Experience with SIPPs, pension providers, investment platforms or cross-border/expatriate pension cases would be advantageous
Knowledge of defined benefit transfers, QROPS or overseas pension considerations is advantageous but not essential
You Will Benefit From:
A competitive salary, with the opportunity for progression linked to performance and development
Full exam and study support through to Chartered status
Flexible working policy
Direct support and mentoring from the Group Head of Pensions, with the opportunity to develop into a broader technical specialist role
Exposure to UK and international pension planning cases across the Group’s adviser network
The opportunity to be part of a growing international firm recognised with multiple industry awards, including Company of the Year and Excellence in Client Service
Skybound Wealth UK is committed to fostering a diverse and inclusive workplace. We welcome applications from all qualified candidates regardless of background.