Pensions Support & Guidance Specialist

Davies Talent Solutions; City of Edinburgh; On-site; GBP 24,000 - 29,000; Full time

Job summary

A leading Pensions and Investment firm in Scotland is seeking a Pensions Customer Service Representative to guide customers through their retirement journeys. The role involves answering service inquiries, simplifying financial complexities, and fostering customer relationships in a supportive environment. Applicants should possess excellent communication skills and a desire to assist customers. Enjoy a competitive salary of £24,570 alongside a great benefits package that includes private medical cover and a vibrant work environment.

Benefits

Private medical cover

Life assurance

Critical illness insurance

Performance-related bonus

25 days of holiday plus additional closures

Free on-site parking

Subsidised restaurant

Gym with fitness classes

Qualifications

• Natural ability to help and support customers.
• Ability to simplify complex financial concepts.
• Calm and logical approach to problem-solving.

Responsibilities

• Be the first point of contact for inbound pension calls.
• Build trusting relationships by adapting communication.
• Manage expectations in line with service level agreements.

Skills

Excellent communication skills

Problem-solving skills

Ability to adapt communication style

Customer support orientation

Job description

A leading Pensions and Investment firm in Scotland is seeking a Pensions Customer Service Representative to guide customers through their retirement journeys. The role involves answering service inquiries, simplifying financial complexities, and fostering customer relationships in a supportive environment. Applicants should possess excellent communication skills and a desire to assist customers. Enjoy a competitive salary of £24,570 alongside a great benefits package that includes private medical cover and a vibrant work environment.