# Pensions Technical Specialist at Skybound Wealth

Skybound Wealth is hiring a Pensions Technical Specialist. Level rates it Little AI ●○○○; you can [apply on Skybound Wealth](https://jobsbylevel.com/go/dbc348f9-cae6-4f96-b9bd-a2ab52a35de1?utm_medium=ai-agent).

AI Level 1, AI centrality 38 out of 100. Poole, United Kingdom.

## Details

- Company: [Skybound Wealth](https://jobsbylevel.com/companies/skybound-wealth)
- AI level: AI Level 1 (score 38 out of 100)
- Location: Poole, United Kingdom
- Posted: November 12, 2026
- Apply: https://jobsbylevel.com/go/dbc348f9-cae6-4f96-b9bd-a2ab52a35de1?utm_medium=ai-agent
- Free CV review for this job: https://jobsbylevel.com/cv-review?job=pensions-technical-specialist-at-skybound-wealth-c2ad75

## Description

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

The description is cut here. Read the full offer: https://jobsbylevel.com/jobs/pensions-technical-specialist-at-skybound-wealth-c2ad75

Source: https://jobsbylevel.com/jobs/pensions-technical-specialist-at-skybound-wealth-c2ad75

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Level. https://jobsbylevel.com/jobs/pensions-technical-specialist-at-skybound-wealth-c2ad75.

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