Savings Specialist

Job title:

Savings 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.Savings SpecialistBelfast – Hybrid (min 50% office based)We have an exciting opportunity for a Savings Specialist to join our Destination Retirement service, providing support and guidance to our customers both before and during retirement.Destination Retirement is available to customers wanting to save for the future, plan for the future and spend the assets they have accumulated. The service combines technology, data-driven insights and human expertise to help our customers ‘achieve a better later life’ with both advised and self-selection journey’s available.You will drive excellent customer satisfaction through effective case management and communication, requiring clear interpersonal skills, strong attention to detail and working in collaboration with internal and external stakeholders, to provide a seamless customer experience.Key ResponsibilitiesWelcome, guide and assist customers through the onboarding process from referring partnersIdentify which service the customer would be best suited to and clearly communicate the applicable features of the service including any relevant opportunities or risks/consequences (verbally and in writing)Carry out anti-money laundering checks and accurately record response on systemChase all parties to ensure timely transactionsAnswer any customer or partner queriesKey customer information accurately into CRM and Platform providerAccurately conduct peer reviews on all transactionsCarry out light reporting – Daily and bi-weekly reportingUndertake ongoing servicing of customers’ accountsSupport customers wanting to access withdrawals from their accounts on a non-advised basis, ensuring they understand their options, and facilitating the customers requests where appropriateSupport customers transition between different services within Destination Retirement as their circumstances and needs changeProvide clear communication and appropriate expectation setting for customers at all timesBe available to support customers via different media including telephone, video call and emailSkills 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 skills with an ability to communicate information across different media (e.g. telephone, video call and email)Excellent attention to detail and ability to process all information quickly and accuratelyTime 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, 23 Mar 2025 06:43:17 GMT

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