We have a fantastic opportunity for someone to join HUB Financial Solutions as a Retirement Co-ordinator.
As a Retirement Co-ordinator you will play a pro-active part in customers remaining committed to completing the retirement journey through our service and also ensuring customers receive the right outcome whilst maximising Group profit.
•Ensuring all customer Service Level Agreements for pre-application 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 on a non-advised basis or recommended through our advised service.
•Recognising when customers are vulnerable or do not understand detail and therefore require additional explanation or repetition.
•Taking ownership of specific customer/partner/provider issues or queries to ensure a timely and appropriate resolution.
•Creating, recording and updating promptly all customer data ensuring it remains accurate and compliant.
•Establishing and maintaining effective working relationships with sales and administrative staff within the wider business, external providers and ceding schemes
•Developing 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 mitigated
•Minimum of 5 GCSEs or equivalent, including English or Maths (grade C or above)
•CF1 (UK Financial Services Regulation and Ethics) or a willingness to continue professional development and acquire with first 18 months of appointment in role - or equivalent qualifications as agreed by line manager.
Skills & Experience
•Maintain focus when faced with high volumes ensuring accuracy is not compromised
•Excellent attention to detail and ability to process all information quickly and accurately
•Time management, planning and prioritisation skills to allow for workloads which are subject to constant change
•Flexible approach: ability to work as part of a team in a fast moving environment
•Clear focus on customer outcome, quality, service and results
•Demonstrable telephone based sales, customer support and administration experience
•Excellent communication skills – with the ability to communicate information across different media (e.g. telephone, letter, e-mail) recognising vulnerability; capable of regularly translating complex information in clear, concise and simple language
•Demonstrable experience of working in the financial services industry – preferably within a life and pensions environment ideally with experience of communicating directly with customers.
Where we are
Our Belfast office is based on the corner of Ormeau Road and McClure Street, in the centre of Belfast. The nearest train stations are Botanic (3 minute walk) and Central (10 minute walk). There is also free street parking along McClure Street.