Retirement Specialist

The HUB Group in Belfast are looking for a Retirement Specialist to join their Retirement Income Advise service and this role is a perfect opportunity for someone looking to progress in their financial career.

Who is HUB and Why Us? 
At the HUB Group (part of Just Group plc – a FTSE-250 company) we are focused on finding the right financial solutions for people approaching or in, retirement. Our purpose is to help people achieve a better later life. We provide advice on releasing equity from people's homes, turning pension savings into an income for retirement and funding long-term care.

We want to ensure all our people are supported to become subject matter experts within their chosen career field.  We’ll invest time in developing you and your career goals through our career development frameworks.  Not only does your salary increase, will you also be provided with technical and skills development training and have access to on demand learning and opportunities to upskill within your career field or multiskilling into another part of the business. 

Do you have experience of working in financial services? If yes then read on ...

The HUB Groups Retirement Income Advice service is a ground breaking and innovative financial planning and advice service that can paint a picture of what an individual’s life after work could look like. It provides them with a retirement plan and provide expert financial advice on how to make their plan a reality. No competitors in the market offer this and this service is growing significantly. 

Our Retirement Income Advice, Retirement Specialists play a pro-active part in how we engage with our customers and how they complete their retirement journey through our Retirement Income Advice service. This engagement with our customers is done via phone, mail or web-chat.

A full induction and training programme is offered, enabling you to deliver an exceptional customer experience and when you have successfully passed your probation period you can split your working month 50% between the office and home. 

Key Responsibilities:

• To provide a prompt, friendly and efficient service for customers via an multi-channel environment.

• Process tasks relating to customer enquiries within the set service standards in an effective/professional manner which will promote customer satisfaction and delivery of the proposition.

• Maintain focus when faced with high volumes ensuring accuracy is not compromised

• Clear focus on customer outcome, quality, service and results

• Accurately update Customer administration systems (CRM and Investment Platforms).

• Establish and maintain effective working relationships with sales teams and administrative staff within the wider business.

• Create, record and updating promptly all customer data ensuring it remains accurate and compliant.

• Proactively ensure that skills and knowledge levels are maintained to ensure ongoing competence to handle general customer enquiries regarding retirement options.

• Process sensitive Partner/Provider data within agreed boundaries.

Skills and Experience:

• Experience in working with customers directly in the  Financial Services sector is essential for this role

• Excellent communication skills with the ability to communicate information across different media.

• Excellent attention to detail and ability to process all information quickly and accurately.

• Time management, planning and prioritisation.

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

• Good computer literacy skills – being able to use Outlook, Word, Excel and CRM systems

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

Company Benefits:

• Competitive Salary, Pension Scheme and Life Assurance

•  28 Days Annual Leave 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 ones