Retirement Specialist (Retirement Customer Services Executive)

BTA; Belfast; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A leading financial services company is seeking a Retirement Specialist to enhance customer experiences in retirement planning. This hybrid role involves engaging with clients and supporting their retirement journeys through expert advice. Ideal candidates will have customer service experience in financial services, strong communication skills, and a commitment to accuracy.

Qualifications

• Experience in financial services customer interactions.
• Excellent communication across different media.
• Strong attention to detail and quick information processing.

Responsibilities

• Provide efficient service for customers in a multi-channel environment.
• Process customer enquiries to promote satisfaction.
• Maintain accurate customer data and relationships.

Skills

Customer service experience

Communication skills

Attention to detail

Time management

Computer literacy

Education

Minimum GCSE in English and Maths (grades C or above)

Tools

CRM systems

Outlook

Word

Excel

Job description

Retirement Specialist (Retirement Customer Services Executive)

Retirement Specialist (Retirement Customer Services Executive)

Belfast - Hybrid (min 50% office based)

Do you have customer service experience in the financial services sector and looking for a new and exciting career?

We are seeking an ambitious Retirement Specialist to join our innovative Retirement Income Advice service. This is a perfect opportunity for someone looking to advance their career in the financial sector.

What is Retirement Income Advise:

Retirement Income Advice 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.

What will you be doing:

As a Retirement Specialist, you will play a proactive role in engaging with our customers and supporting their retirement journey through our Retirement Income Advice service. You will work closely with our Advisors and Senior Retirement Specialists, providing support via phone, mail, or web-chat. We offer a full induction and training program to ensure you can deliver an exceptional customer experience.

Key Responsibilities:

Provide a prompt, friendly, and efficient service for customers in a multi-channel environment.

Process customer enquiries within set service standards to promote customer satisfaction and deliver our proposition.

Maintain focus and accuracy even when faced with high volumes.

Ensure a clear focus on customer outcomes, 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 update all customer data promptly, ensuring it remains accurate and compliant.

Proactively maintain skills and knowledge levels to handle general customer enquiries regarding retirement options.

Process sensitive partner/provider data within agreed boundaries.

Skills and Experience

Experience working directly with customers in the financial services sector.

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

Exceptional attention to detail and the ability to process information quickly and accurately.

Strong time management, planning, and prioritization skills.

Ability to work under pressure to achieve objectives within timescales without compromising accuracy and quality.

Good computer literacy skills, including proficiency in Outlook, Word, Excel, and CRM systems.

Minimum GCSE (or equivalent) education with grades C or above in both English and Maths.

Join us and be part of a team that supports advisors and helps customers achieve their retirement goals. Apply now to take the next step in your financial services career!