Retirement Specialist - Retirement and Managed Services

We are seeking a qualified adviser, preferably a Certified Financial Planner (CFP), to lead the development of our service strategy for new retirement offers within UK Personal Investor. This is a key appointment as we look to offer more help to more investors in reaching our 2030 goals. The role is pivotal in shaping service strategy and defining client interactions, with a focus on delivering scalable, innovative solutions that will improve retirement outcomes across the UK and help investors chances of investment success. The role combines leadership, governance and hands on collaboration, working with a wide stakeholder group to bring the client element of new offers to life. In this role you will

• Define and implement a comprehensive client service strategy for retirement offerings
• Design and document client interaction playbooks to enhance engagement, consistency, and value
• Adopt an experimental approach to problem-solving, piloting scalable solutions that improve efficiency and client outcomes. Carefully weigh-up the advantages of using traditional clients service crew, coaches or advisers at different points in journeys
• Drive transformation in the delivery and nature of client support in complex area, ensuring alignment with evolving client needs and UK industry standards
• Develop a flexible client service operating model, tailored to accommodate the varying requirements and regulations of different regimes from guidance, through to targeted support and potentially beyond
• Support the recruitment of new crew, fostering a culture of excellence and innovation
• Establish and oversee training plans to ensure competency and ongoing professional development across the team
• Ideally this individual would lead the teams of coaches and advisers in the future that will support the new propositions that UKPI brings to market
• Leads, coaches and motivates the crew, partnering with other senior leaders across UK Personal Investor to deliver great outcomes for clients
• Responsible for ensuring service level and quality metrics are met consistently through effective and proactive leadership, prioritisation and resource management. Being able to operate at scale is a key aspect of this role
• Inspires and acts as a role model for crew and provides coaching and feedback to ensure high quality service delivery
• Participates in special projects and performs other duties as assigned
  
  Qualified financial adviser status; CFP designation strongly preferred with strong CPD record and clean complaints record
• Proven significant experience providing financial advice required
• Self-starter who is comfortable with ambiguity, thrives on problem solving and is action orientated
• Proven leadership skills with experience of coaching, leading and developing a team
• Excellent communication, facilitation and stakeholder management skills
• Strong organisational and prioritisation abilities, with a proven track record of managing multiple initiatives simultaneously
Special Factors

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.


• This is a hybrid position and would require you to work in the office 3 days per week (Tuesday, Wednesday & Thursday)
• Please note occasion travel to our central London offices will be required