HUB Investment Team Processor

Vacancy Details

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HUB Investment Team Processor

Customer Service, Operations & General Management






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

We have an exciting opportunity to join the HUB Investment Team within HUB Financial Solutions.

As a HUB Investment Team Processor you will provide agreed levels of customer service and administrative support to our Introducers, Partners, Destination Retirement Co-ordinators and Customers.

You will play a pro-active part in processing policy servicing activities accurately and efficiently, ensuring customers remain committed to completing their retirement journey through our service and receive the right outcome.

You will

  • Contribute to team delivery of operational sales utilisation plan - by personally achieving individual qualitative and quantitative KPIs.

  • Ensure all customer Service Level Agreements for policy servicing 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 all customer data promptly ensuring it remains accurate and compliant.

  • Treat internal and external customers fairly.

  • Establish and maintain effective working relationships with sales and administrative staff within the wider business, external providers and ceding schemes.

  • Communicate risks and consequences to customers (verbally and in writing).

  • Chase all parties to ensure timely transactions, answering any customer and partner queries.

  • Key customer information accurately when paying Pension Commencement Lump Sums and investing funds.

You are

  • Educated to GCSE level (or equivalent) and have 5 passes at Grade C or above - including Maths & English.

  • 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.

  • 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.

Working for us, you get your Just 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