Just
Job title:
Retirement Specialists / Financial Customer Service 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 Specialists / Financial Customer Service SpecialistBelfast – HybridWe have an exciting opportunity for a Retirement Specialists / Financial Customer Service Specialist for our Destination Retirement Wealth solution, to provide a high level of customer support and accurate administration for our customers who engage with the Wealth service.Destination Retirement is a digital 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. Destination Retirement Wealth combines cutting-edge technology, data-driven insights, and human expertise to help clients achieve their financial goals. Its designed to appeal to a wide range of clients, who are looking for convenience, transparency, and value in their wealth management.Our customers will be able to engage with our service through advised or self-selection routes. You will develop knowledge and skills to assist and identify where a customer may benefit from more help. You will work closely with our Platform provider, our Destination Retirement Team and internal Financial Advisors.Key ResponsibilitiesPlay a pro-active part in onboarding and processing Destination Retirement Wealth clients into our services accurately and efficiently to ensure customers remain committed to completing the retirement journey through our service whilst ensuring customers receive the right outcome.Team delivery of our operational sales utilisation plan by personally achieving the individual qualitative and quantitative KPIs setEnsuring all customer Service Level Agreements and policy servicing activities are met and our customers’ expectations are managed timely and effectivelyTaking ownership of specific customer/partner/provider issues or queries to ensure a timely and appropriate resolutionCreating, recording and updating promptly all customer data ensuring it remains accurate and compliantTreating internal and external customers fairlyEstablishing and maintaining effective working relationships with sales and administrative staff within the wider business, external providers and ceding schemesSkills and ExperienceExperience in providing excellent customer service, both over the phone and in a post-sale or administrative environmentExperience of working in the financial services industry (within a life and pensions environment desirable but not essential)Excellent verbal, written communication and interpersonal skillsHigh attention to detail and accuracyTime management, planning and prioritisation skills to allow for workloads which are subject to constant changeClear focus on quality, service and resultsFlexible approach: ability to work on both own initiative or as part of a team in a fast moving environment and adaptable to any new processes required by the businessWillingness to study for the Certificate in Financial Services (Life and Pensions) (desirable but not essential)Willingness to continue professional development to support career path as agreed with line manager (desirable but not essential)Company BenefitsA Competitive Salary, Pension Scheme and Life AssuranceAlong with 28 Days Annual Leave (plus bank) 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 oneAbout 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
Sun, 26 May 2024 03:10:10 GMT
To help us track our recruitment effort, please indicate in your email/cover letter where (un-jobs.net) you saw this job posting.