Savings Specialist
Date Posted: 21/03/2025
Location: Belfast
Job Type: Full time
Apply NowSavings Specialist
Belfast – 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 Responsibilities
Welcome, guide and assist customers through the onboarding process from referring partners
Identify 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 system
Chase all parties to ensure timely transactions
Answer any customer or partner queries
Key customer information accurately into CRM and Platform provider
Accurately conduct peer reviews on all transactions
Carry out light reporting – Daily and bi-weekly reporting
Undertake ongoing servicing of customers’ accounts
Support customers wanting to access withdrawals from their accounts on a non-advised basis, ensuring they understand their options, and facilitating the customers requests where appropriate
Support customers transition between different services within Destination Retirement as their circumstances and needs change
Provide clear communication and appropriate expectation setting for customers at all times
Be available to support customers via different media including telephone, video call and email
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 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 accurately
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) (desirable but not essential)
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