Retirement Introducer

Vacancy Details

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Job Reference:
Retirement Introducer

Sales and Business Development






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 Retirement Income Introducer you will be the first point of phone contact for HUB Financial Solutions (part of the Just Group Plc.) with our customers.

You will be asked to book appointments between our customers and our advisory service, which is achieved both through inbound and pro-active outbound calling. (However this is not a cold calling role as all customers will have expressed an interest in hearing about our products beforehand).

It is your priority to deliver a great customer experience by being helpful and making doing business with us an easy, efficient and positive experience.

We are seeking someone who is driven and who is looking to take their first career step within financial services.

This is not a static position; it is an entry level role within an established financial services function and we would expect anyone that comes into this role to progress.

You will

  • Provide a prompt, friendly and efficient initial point of contact for customers, helping with information they might request

  • Take inbound calls and answer product enquiries

  • Pro-actively make outbound calls with the aim of booking an appointment with the customer

  • Manage and maintain a diary system that ensures call-backs are well timed and delivered

  • Create and book appointments between Customers and our Customer Advisors

You are

  • Customer orientated and have the customer’s best interest at the heart of everything you do

  • Able to work under pressure to achieve objectives within timescales, without compromising accuracy and quality

  • Extremely organised, with the ability to make intelligent decisions when faced with competing priorities

  • Excellent at both verbal and written communication, with great interpersonal skills and the ability to communicate at all levels

  • GCSE (or equivalent) educated as a minimum with Grades C or above in both English and Maths

Working for us, you get your Just Rewards…

  • A Competitive Salary + OTE, an 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