Saving Specialists
Date Posted: 18/11/2024
Location: Belfast
Job Type: Full time
Apply NowSavings Specialist / Financial Customer Service Specialist
Belfast – Hybrid
We have an exciting opportunity for a Savings 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.
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 Responsibilities
Play 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 set
Ensuring all customer Service Level Agreements and policy servicing activities are met and our customers’ expectations are managed timely and effectively
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
Treating internal and external customers fairly
Establishing and maintaining effective working relationships with sales and administrative staff within the wider business, external providers and ceding schemes
Skills and Experience
Experience in providing excellent customer service, both over the phone and in a post-sale or administrative environment
Experience of working in the financial services industry (within a life and pensions environment desirable but not essential)
Excellent verbal, written communication and interpersonal skills
High attention to detail and accuracy
Time management, planning and prioritisation skills to allow for workloads which are subject to constant change
Clear focus on quality, service and results
Flexible 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 business
Willingness to study for the Certificate in Financial Services (Life and Pensions)
Willingness to continue professional development to support career path as agreed with line manager (desirable but not essential)
Company Benefits
A Competitive Salary, Pension Scheme and Life Assurance
Along with 28 Days Annual Leave (plus bank) plus an Additional Day on us for your Birthday
Private Medical Cover and Income Protection, just in case
A generous and highly achievable bonus scheme – paid annually based on individual and company performance against targets
Opportunity to progress within your career both in-role and within the company
FREE 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 Portal
Plus, several additional purchase options available for you and your loved one