{"id":4268550,"url":"https://alion.io/job/skybound-wealth-pensions-technical-specialist","title":"Pensions Technical Specialist","company":{"id":4417003,"name":"Skybound Wealth","domain":"skyboundwealth.com","url":"https://alion.io/company/skyboundwealth","size_band":"201-500","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Teamtailor","truth_index":{"grade":"B","score":81,"open_postings":8,"ghost_share":0,"stale_share":0.75,"repost_share":0,"time_to_fill_p50_days":45,"computed_at":"2026-11-12T10:38:37Z"}},"role":"Sales","role_family":"Sales","seniority":null,"employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Poole, United Kingdom"],"countries":["GB"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-11-12T17:34:57Z","employer_posted_date":"2026-11-12","last_verified_at":"2026-11-13T17:04:07Z","board_verified":true,"closed_at":null,"days_open":1,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":1},"description":"About Us\nSkybound 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.\nAbout the role\nWe 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.\nWorking 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.\nYou 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.\nKey Duties\nReview pension suitability reports and supporting documentation, including defined contribution transfers, retirement withdrawals and drawdown recommendations, identifying errors, omissions and areas requiring clarification\n\nCarry out technical checks on pension new business and withdrawal requests in line with internal procedures and agreed authority levels\n\nProvide clear, constructive feedback to advisers and paraplanners, referring complex or higher-risk cases to the Group Head of Pensions and relevant compliance teams\n\nSupport pension cases involving internationally mobile clients, recognising when specialist tax, regulatory or jurisdiction-specific guidance is required\n\nLiaise with pension providers, paraplanning, administration and operations teams to resolve technical queries, documentation gaps and processing delays\n\nAssist with the development and maintenance of pension report templates, technical guidance, checklists and adviser resources\n\nSupport reviews of pension providers, products and processes, and contribute to improvements in case tracking, workflows and management information\n\nAssist with monitoring relevant changes in UK pensions legislation, FCA guidance and provider practices\n\nIdentify recurring technical or operational issues and suggest practical improvements, including opportunities for adviser training and knowledge sharing\n\nMaintain accurate records of technical reviews, feedback and escalations, and work within the responsibilities and approval processes of the relevant regulated entity\n\nDesired Skills and Experience:\nPractical experience in UK pensions administration, paraplanning, pensions technical support or a similar financial planning role\n\nSound knowledge of defined contribution pensions, pension transfers, drawdown, retirement options and relevant UK pension rules\n\nAbility to review technical documents and pension advice reports, identify inconsistencies and explain findings clearly\n\nStrong attention to detail, sound judgement and the confidence to query or escalate technical issues\n\nGood written and verbal communication skills, with the ability to support advisers and colleagues across multiple offices\n\nCII R04 or an equivalent pensions qualification is desirable, alongside a commitment to continued professional development\n\nExperience with SIPPs, pension providers, investment platforms or cross-border/expatriate pension cases would be advantageous\n\nKnowledge of defined benefit transfers, QROPS or overseas pension considerations is advantageous but not essential\n\nYou Will Benefit From:\nA competitive salary, with the opportunity for progression linked to performance and development\n\nFull exam and study support through to Chartered status\n\nFlexible working policy\n\nDirect support and mentoring from the Group Head of Pensions, with the opportunity to develop into a broader technical specialist role\n\nExposure to UK and international pension planning cases across the Group’s adviser network\n\nThe opportunity to be part of a growing international firm recognised with multiple industry awards, including Company of the Year and Excellence in Client Service\n\nSkybound Wealth UK is committed to fostering a diverse and inclusive workplace. We welcome applications from all qualified candidates regardless of background.","description_format":"text","description_chars":4423,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Flexible schedule","Professional development","Retirement plans"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors"],"lifecycle":[{"event":"open","at":"2026-11-13T17:04:07Z"}],"visa":[],"liveness":{"score":86,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.86,"p_room":1,"age_days":1,"expected_fill_days":69,"reasons":["conf:1","win:early"],"computed_at":"2026-11-13T18:09:48Z"},"pay":null,"html_url":"https://alion.io/job/skybound-wealth-pensions-technical-specialist","json_url":"https://alion.io/job/skybound-wealth-pensions-technical-specialist.json","meta":{"generated_at":"2026-11-13T18:09:48Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":36345,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-14T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.1,"usd":0.01,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":4417003},"rest":"https://alion.io/mcp/rest/get_company?id=4417003"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fskybound-wealth-pensions-technical-specialist"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"free","price":{"credits":0,"usd":0},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fskybound-wealth-pensions-technical-specialist"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.1,"usd":0.01},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fskybound-wealth-pensions-technical-specialist"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/skybound-wealth-pensions-technical-specialist\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fskybound-wealth-pensions-technical-specialist"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":4268550}},{"tool":"search_jobs","arguments":{"company":"skyboundwealth.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":4268550},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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