Retirement Specialist

Job title:

Retirement Specialist

Company

Just

Job description

At Just we encourage a flexible and agile working environment for the majority of our opportunities. Get in touch with us to discuss in more detail.Retirement SpecialistBelfast – Hybrid (min 50% office based)Are you looking for a new and exciting career?We are looking for an ambitious Retirement Specialist to join our Retirement Income Advise service and is a perfect opportunity for someone looking to progress in their financial career.Retirement Income Advice is a ground breaking and innovative financial planning and advice service that can paint a picture of what an individual’s life after work could look like. It provides them with a retirement plan and provide expert financial advice on how to make their plan a reality. No competitors in the market offer this and this service is growing significantly.Our Retirement Income Advice, Retirement Specialists play a pro-active part in how we engage with our customers and how they complete their retirement journey through our Retirement Income Advice service. This engagement with our customers is done via phone, mail or web-chat. A full induction and training programme is offered, enabling you to deliver an exceptional customer experienceKey Responsibilities:To provide a prompt, friendly and efficient service for customers via an multi-channel environment.Process tasks relating to customer enquiries within the set service standards in an effective/professional manner which will promote customer satisfaction and delivery of the proposition.Maintain focus when faced with high volumes ensuring accuracy is not compromisedClear focus on customer outcome, quality, service and resultsAccurately update Customer administration systems (CRM and Investment Platforms).Establish and maintain effective working relationships with sales teams and administrative staff within the wider business.Create, record and updating promptly all customer data ensuring it remains accurate and compliant.Proactively ensure that skills and knowledge levels are maintained to ensure ongoing competence to handle general customer enquiries regarding retirement options.Process sensitive Partner/Provider data within agreed boundaries.Skills and ExperienceExperience in working with customers directly in the Financial Services sectorExcellent communication skills with the ability to communicate information across different media.Excellent attention to detail and ability to process all information quickly and accurately.Time management, planning and prioritisation.Work under pressure to achieve objectives within timescales, without compromising accuracy and qualityGood computer literacy skills – being able to use Outlook, Word, Excel and CRM systemsGCSE (or equivalent) educated as a minimum with Grades C or above in both English and MathsCompany BenefitsA Competitive Salary, Pension Scheme and Life AssuranceAlong with 28 Days Annual Leave plus an Additional Day on us for your BirthdayPrivate Medical Cover and Income Protection, just in caseA generous and highly achievable bonus scheme – paid annually based on individual and company performance against targetsOpportunity to progress within your career both in-role and within the companyFREE access to the Headspace App, a 24/7 Employee Assistance Helpline and Trained Physical & Mental Health First Aiders (On-Site)A variety of Employee Funded Benefits available to you via our Online Benefits PortalPlus, several additional purchase options available for you and your loved onesAbout UsWe’re a FTSE 250 Financial Services company who specialise in retirement solutions and right now, our world is moving pretty quickly.How people work, save, and plan for the future is all changing. A new generation of retirees needs a new kind of retirement company. A company who will look for new ways of doing things – and will always put the customer first.That’s who we are. We’re a company on a mission: to become a beacon for the entire retirement industry. Because we believe everyone deserves a fair, secure, and fulfilling retirement. And with you on our team, we’re going to make sure they get it.We’ve built our sustainability strategy around the United Nations Sustainable Development Goals (SDG) and have selected goals where we believe we can make the most difference. By aligning our activity with these global goals, we can make sure we play our part in addressing the wider issues facing the planet and leave a positive legacy to the world. You can read more about our sustainability strategy .Diversity, equity and inclusion are priorities for us. Having a diverse, talented workforce with colleagues of different backgrounds, world views and experiences is the right thing to do. It’s also the most effective way to succeed, innovate and better serve our customers now and in the future. We are committed to our targets on gender and ethnicity and run a number of successful mentoring and sponsorship programmes for our colleagues from diverse backgrounds. We have multiple active employee network groups which champion issues including gender, ethnicity, sexual orientation, disability and neurodiversity. You can read more about our DE&I strategy and commitments .What’s clear about working at Just is that we care. We care about our customers, our purpose, our environment, inclusivity, wellbeing and most importantly – each other. We look forward to welcoming you to the team soon.

Expected salary

Location

Belfast

Job date

Sat, 22 Mar 2025 06:18:39 GMT

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