Destination Retirement Co-ordinator-1

5 days ago

Belfast, United Kingdom Just Retirement Full time

10.2.23 Customer Service, Operations & General Management

**The Role**

As a Destination Retirement Co-ordinator you will play a pro-active part in customers remaining committed to planning and completing their retirement journey through our Destination Retirement service.

You will also keep your knowledge of our propositions and products up to date to ensure the customer maintains a strong level of understanding of our service, its scope and any products that are bought through Destination Retirement.

Training is provided and you will have a Team Leader who will ensure you have everything you need to complete your role successfully and thrive.

**You **will**
- Take ownership of specific customer/partner/provider issues or queries to ensure a timely and appropriate resolution.
- Recognise when customers are vulnerable or do not understand the details you are giving them and therefore require additional explanation or repetition.
- Create, record and update all customer data promptly ensuring it remains accurate and compliant.
- Establish and maintain effective working relationships with sales and administrative staff within the wider business, external providers and ceding schemes.
- Develop and maintain knowledge of the ‘Retirement Market’, owned distribution propositions/products and supporting legislation, company policies and procedures.
- Identify any potential areas of risk and work with management and the team to understand how these can be appropriately mitigated.
- Proactively ensure that skills and knowledge levels are maintained to ensure ongoing competence to handle general customer enquiries regarding retirement options.
- Process sensitive Partner/Provider data within agreed boundaries.
- Maintain technical knowledge of Destination Retirement and retirement solutions.

**You **are**
- Educated to GCSE level (or equivalent) and have 5 passes at Grade C or above - including Maths & English.
- Results orientated and able to work under pressure to achieve objectives within agreed timescales, without compromising the quality of service provided.
- Extremely organised, with the ability to make intelligent decisions when faced with competing priorities and fluctuating workloads.
- Flexible, with the ability to collaborate and work as part of a team in a fast moving environment.
- Adept at recognising vulnerability and capable of regularly translating complex information into clear, concise and simple language.
- RO1 (UK Financial Services Regulation and Ethics) Qualified or have a willingness to continue professional development and acquire this within first 18 months of appointment in role.

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