Just
Job title:
Senior 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.Senior Retirement SpecialistBelfast – Hybrid (min 50% office based)We have an exciting opportunity for Senior Retirement Specialist to play a pro-active part in customers remaining committed to planning and completing the retirement journey through our Retirement Income Advice (RIA) service and also ensuring customers receive the right outcome by getting closer to our customersYou will support in support our customers through the end to end Retirement Income Advice (RIA) journey from support through the journey, the fulfilment of the advice recommendation including transacting and continuously through the lifetime of the relationship with the Customer, which can include telephone, email or web-chat support. regular payments, annual reviews and any other additional support required by the customerKey Responsibilities:Ensuring all customer Service Level Agreements activities are met and customers’ expectations are managed timely and effectively.Ensuring proposition and product knowledge remains appropriate to ensure the customer maintains a strong level of understanding of our service, its scope and any products that are bought through RIA service.Recognise when customers are vulnerable or do not understand detail and therefore require additional explanation or repetition.Take ownership of specific customer/partner/provider issues or queries to ensure a timely and appropriate resolution.Create, record and update promptly all customer data ensuring it remains accurate and compliant.Ensuring that all system inputs upon which the suitability report will be based reflect the customer’s personal and financial situation, addressing any red flags or inaccuraciesPreparing any information that supports suitability report for the Retirement Adviser’s review before it is sent to the customerEnsure all regulatory and compliance standards are metEstablishing and maintaining effective working relationships with sales and administrative staff within the wider business, external providers and ceding schemesDeveloping and maintaining knowledge of the ‘Retirement market’, Owned Distribution propositions/products and supporting legislation, Company Policies and Procedures.Identifying any potential areas of risk and working with management and team to understand how these can be appropriately mitigatedIdentifying and make suggestions of where improvements can be made in business procedures closing gaps between business operations and customer needsSkills and Experience:Diploma Level 4 exams – completion of one of RO1, RO2 & RO4 with aim to the level 4 Diploma within 24 months.Demonstrable telephone based support, customer support and administration experienceDemonstrable experience of working in the financial services industry – preferably within a life and pensions environment ideally with experience of communicating directly with customers.Previous experience working in a Financial Advice firm or role, particularly supporting an Adviser or paraplanningExcellent attention to detail and ability to process all information quickly and accuratelyStrong time management, planning and prioritisation skills to allow for workloads which are subject to constant changeAbility to work as part of a team in a fast moving environmentClear focus on customer outcome, quality, service and resultsExcellent communication skills – with the ability to communicate information across different media (e.g. telephone, web-chat, email) recognising vulnerability; capable of regularly translating complex information in clear, concise and simple languageWillingness to complete the Certificate in Financial Services (Life and Pensions)Company 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 07:36:48 GMT
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