[New Job Opening] EB Retirement Coordinator job Vacancy in Belfast

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Job Details:
Position Name :
EB Retirement Coordinator
Job ID :
Description : 4.2.22 Sales and Business Development
Job Title: HUB Corporate Retirement Coordinator a.k.a. Employee Benefit Retirement Coordinator
Location: Belfast (Arena Building)
Hours: Full Time – Monday – Friday, 9-5. 35hrs Per Week
About Us
We’re a specialist UK financial services group focusing on attractive segments of the UK retirement income market but guess what, we’re not your traditional financial services company and we’re not just looking for traditional financial services people.
We need agile operators, who can quickly find solutions and are committed to doing the right thing for our customers. To fulfil our purpose to help people achieve a better later life.
In 2021 we were named as one of the UK’s 100 Best Large Companies to work for and accredited as a 2 star organisation, representing outstanding levels of engagement. Alongside these we were also recognised as one of the Financial Services’ 30 Best Companies to Work For, London’s 75 Best Large Companies to Work For, South East’s 100 Best Companies to Work For and Northern Ireland’s 10 Best Companies to Work For.
We’re extremely proud to have achieved this against the backdrop of the pandemic and the many challenges it posed to our colleagues and customers.
The Role
As a Corporate Retirement Coordinator, you will play a pro-active part in delivering a high standard of service to our customers through maximising income and right outcomes to those committed to completing the retirement journey through our Corporate Retirement service.
This position follows the paper-based journey of our customers, involving a combination of administration and telephony to guide our customers in getting their pension funds from the current scheme to their new provider.
You will
Ensure 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 on a non-advised basis or recommended through our advised service.
Ensure customer scripts are followed even when customers suggest the detail is not required likewise recognising when customers are vulnerable or do not understand detail and therefore require additional explanation or repetition.
Contribute to the team delivery of operational sales utilisation plan by achieving the KPIs set
Ensure all customer Service Level Agreements for pre-application activities are met and customers’ expectations are managed timely and effectively.
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.
Establish and maintain effective working relationships with sales and administrative staff within the wider business, external providers and ceding schemes
You are
Educated to GCSE level (or equivalent) and have 5 passes at Grade C or above – including Maths & English.
Willing to continue professional development to support your current role or recognised career path through the career progression framework.
Results orientated and able to work under pressure to achieve objectives within agreed timescales, without compromising the quality of service provided.
Extremely organised, with the ability to make intelligent decisions when faced with competing priorities and fluctuating workloads.
Flexible, with the ability to collaborate and work as part of a team in a fast-moving environment.
Able to recognise issues and apply technical knowledge, contributing to creating practical and effective solutions
Excellent at both verbal and written communication, with great interpersonal skills and the ability to communicate at all levels.
Experienced in providing excellent customer service, both over the phone and in a post-sale or administrative environment.
Experienced within the financial services industry – preferably within a life and pensions environment, ideally with experience of communicating directly with customers.
Working for us, you get rewards…
A Competitive Salary, amazing Pension Scheme and Life Assurance
Along with 28 Days Annual Leave plus an Additional Day on us for your Birthday
Private Medical Cover and Income Protection, just in case
A Bonus Scheme that takes a balanced approach and looks at both `in role performance’ but also `the behaviours and attitudes you exhibit at work’
FREE access to the Headspace App, a 24/7 Employee Assistance Helpline and Trained Physical & Mental Health First Aiders (On-Site)
Plus we have a variety of Employee Funded Benefits available to you via our Online Benefits Portal
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