Savings Specialist

Who is HUB and Why Us? 
At 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. 

HUB Group have an exciting opportunity for a Savings Specialist to join their Destination Retirement service, providing support and guidance to our customers both before and during retirement. 

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

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. 

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:

• 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