• Job Title: Pension Guidance Specialist
  • Contract Type: Permanent
  • Location: West Sussex
  • Industry: Financial Services
  • Salary: Negotiable
  • Reference: 1377072_1633532550
  • Contact Name: Sammons Group
  • Contact Email: pensions@sammons.co.uk
  • Job Published: 06/10/2021 16:02

Job Description

Pension Guidance Specialist

West Sussex | Negotiable | Posted 19 days ago

Do you have strong pensions technical knowledge? Do you enjoy resolving queries?

This is an ideal role for someone who thrives working in a busy office environment and providing excellent outcomes for customers. The role will provide you with opportunities to learn new skills with potential to progress with the company.

About the role

  • You will be guiding customers through their retirement journey over the telephone, establishing the customer's needs, explaining the options available to them and providing any risk warnings to ensure the customer understands the implications of the choices they can make.

  • Issuing a retirement pack to the customer with details of the option(s) and requirements for moving forward within the customer journey.

  • Handling follow up enquiries and/or providing requotes to customers.

About you

  • You will need a strong understanding of UK pension products and retirement options and be able to communicate well at all levels, adjusting your rapport to different scenarios.

Please quote reference 1377072. If you know someone suitable for this role, share the word and through our referral scheme receive up to £250! This is just one of the many roles we are working on at the Sammons Recruitment Group. Please visit our website www.sammons.co.uk for full details on all Permanent, Temporary and Contract career opportunities we are actively seeking candidates for. Recruiting on the basis of Talent, we are committed to supporting and promoting diversity in the workplace and consider all applications. If you have not heard from us within 7 days you will have not been successful on this occasion, however, we would welcome your application for alternative vacancies.

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