Transfer Guidance and Retirement Executive
People's Partnership
Date: 15 hours ago
City: Crawley, England
Contract type: Full time
Description
Our transfer guidance team are looking for a new executive to join the team.
Role
The main purpose of the role is to provide telephone and email-based support, assistance, and guidance (factual information, non-advised) to The People’s Pension members wanting to, or considering:
Balance availability for inbound calls with proactively managing outbound call workloads via:
We value and reward our people. Enjoy an award-winning pension, health care cover, onsite gym, personal trainer access, and more. Our culture prioritises respect, support, diversity, and work-life balance.
Ready for a fulfilling career? Apply now and discover where People's Partnership can take you!
Perks
Our people are our strength so finding ways to value and reward them is important to us. That’s why we offer an award-winning pension – it’s what we’re good at – plus health care cover, an onsite gym, access to a personal trainer; even the odd massage. And if they’re feeling peckish after all that activity, they can always refuel in our subsidised restaurant. Discover more of People's Partnership's employee benefits including our training programme, which is designed to give our people the support they need to develop a fulfilling career.
Salary Range
Our transfer guidance team are looking for a new executive to join the team.
Role
The main purpose of the role is to provide telephone and email-based support, assistance, and guidance (factual information, non-advised) to The People’s Pension members wanting to, or considering:
- Transferring out
- Transferring in
- Additional contributions
- Retirement
Balance availability for inbound calls with proactively managing outbound call workloads via:
- Calls and emails directed to the team.
- Call-back requests
- Follow-up calls or emails if the member requires further information or clarification
- Offer support and assistance if having system issues or queries, either explaining how to do it on-line or, if still struggling or no on-line access, offer to process over the phone.
- Provide information and guidance in order that the member can make an informed decision on the benefits of:
- Keeping their ‘pot’ with the people's pension.
- Transferring in other ‘pots’ to the people's pension.
- Making additional contributions (lump-sum or regular payments directly to the people's pension or via their employer)
- Retirement (conversion from a pension accumulation to a the people's pension decumulation solution)
- A good knowledge of pension accumulation and decumulation solutions.
- Be able to make sound, fair and compliant judgements to ensure the desired outcome for both the Company and customer.
- Be confident and experienced in dealing with factual and sometimes
- Handle interactions to the highest standard of customer care and resolve them satisfactorily.
We value and reward our people. Enjoy an award-winning pension, health care cover, onsite gym, personal trainer access, and more. Our culture prioritises respect, support, diversity, and work-life balance.
Ready for a fulfilling career? Apply now and discover where People's Partnership can take you!
Perks
Our people are our strength so finding ways to value and reward them is important to us. That’s why we offer an award-winning pension – it’s what we’re good at – plus health care cover, an onsite gym, access to a personal trainer; even the odd massage. And if they’re feeling peckish after all that activity, they can always refuel in our subsidised restaurant. Discover more of People's Partnership's employee benefits including our training programme, which is designed to give our people the support they need to develop a fulfilling career.
Salary Range
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