Financial Administrator

Job Description

Employee Benefit Retirement CoordinatorBelfast - Hybrid (40% office based)Full time, Permanent___________________________________________The RoleWe have a fantastic opportunity available within our Corporate Pensions Team.In-house we call this an `Employee Benefit Retirement Co-Ordinator (EBRC) as you deal with Employee Benefits from big Corporate Schemes (such as Mercer, KPMG etc.)As an Employee Benefit Retirement Co-Ordinator you will play a pro-active part in delivering a high standard of service to our corporate customers through maximising income and the right outcome to those committed to completing the retirement journey throughour Corporate Retirement service.You will

• Help the team to deliver an operational sales utilisation plan by personally achieving the individual qualitative and quantitative KPIs set.
• Ensure all Service Level Agreements for pre-application activities are met and customers expectations are managed timely and effectively.
• Ensure proposition and product knowledge remains appropriate to ensure the customer maintains a strong level of understanding of our service, its scope and any products that are bought on a non-advised basis or recommended through our advised service.
• Ensure customer scripts are followed even when customers suggest the detail is not required likewise recognising when customers are vulnerable or do not understand detail and therefore require additional explanation or repetition.
• Take ownership of specific customer/partner/provider issues or queries to ensure a timely and appropriate resolution.
• Create, recording and updating promptly all customer data ensuring it remains accurate and compliant.
• Establish and maintaining effective working relationships with sales and administrative staff within the wider business, external providers and ceding schemes.

Schedule

• 8 hour shift
• Monday to Friday 9am - 5pm
• No weekends
• Hybrid working (2-3 days a week in the office, BT7 1SH)

You are

• Educated to GCSE Level or equivalent (as a minimum), having grade C Passes in English & Maths.
• Willing to continue professional development e.g. CF exams, FA2 (Pensions Administration), RO1 or equivalent qualification.
• Able to work under pressure to achieve objectives within timescales, without compromising accuracy and quality.
• Extremely organised, with the ability to make intelligent decisions when faced with competing priorities.
• Excellent at both verbal and written communication, with great interpersonal skills and the ability to communicate at all levels.
• Flexible; with the ability to work as part of a team in a fast moving environment.
• Experienced in telephone based sales, customer support and administration.

About UsWere a specialist UK financial services group focusing on attractive segments of the UK retirement income market but guess what, were not your traditional financial services company and were not just looking for traditional financial services people.In 2021 we were named as one of theUKs100Best Large Companies to work for and accredited as a 2 star organisation, representing outstanding levels of engagement.Company Benefits

• A Competitive Salary, amazing Pension Scheme and Life Assurance
• Along with 28 Days Annual Leave plus an Additional Day on us for your Birthday
• Private Medical Cover and Income Protection, just in case
• A Bonus Scheme that takes a balanced approach and looks at both `in role performance but also `the behaviours and attitudes you exhibit at work
• FREE access to the Headspace App, a 24/7 Employee Assistance Helpline and Trained Physical & Mental Health First Aiders (On-Site)
• Plus we have a variety of Employee Funded Benefits available to you via our Online Benefits Portal

Keyskills :
AdminFinancial ServicesPensionsFinance Administrator