Finance Administrator Belfast, Northern Ireland
Job description
Employee Benefit Retirement Coordinator
Belfast – Hybrid (40% office based)
Full time, Permanent
___________________________________________
The Role
We 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 through our 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.
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.
Overview of Company
We’re a specialist UK financial services group focusing on attractive segments of the UK retirement income market but guess what, we’re not your traditional financial services company and we’re not just looking for traditional financial services people.
We need agile operators, who can quickly find solutions and are committed to doing the right thing for our customers. To fulfil our purpose to help people achieve a better later life.
In 2021 we were named as one of the UK’s 100 Best Large Companies to work for and accredited as a 2 star organisation, representing outstanding levels of engagement. Alongside these we were also recognised as one of the Financial Services’ 30 Best Companies to Work For, London’s 75 Best Large Companies to Work For, South East’s 100 Best Companies to Work For and Northern Ireland’s 10 Best Companies to Work For.
Benefits
- Such as a Competitive Salary, 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 our Employees via our Online Benefits Portal
Job Types: Full-time, Permanent
Salary: £22,470.00 per year
Benefits:
- Company car
- Company pension
- Cycle to work scheme
- Free parking
- Life insurance
- On-site parking
- Referral programme
Schedule:
- 8 hour shift
- Monday to Friday
- No weekends
Supplemental pay types:
- Bonus scheme
Work Location: Hybrid remote in Belfast
