Transfer Guidance executive

Our transfer guidance team are looking for a new executive to join the team.
The main purpose of the role is to provide telephone and email-based support, assistance, and guidance (factual information, non-advised) to The People's Pension members wanting to, or considering:
o Transferring out
o Transferring in
o Additional contributions
o Retirement
Key Responsibilities:
Balance availability for inbound calls with proactively managing outbound call workloads via:

• Calls and emails directed to the team.
• Call-back requests
• Follow-up calls or emails if the member requires further information or clarification
• Offer support and assistance if having system issues or queries, either explaining how to do it on-line or, if still struggling or no on-line access, offer to process over the phone.
• Provide information and guidance in order that the member can make an informed decision on the benefits of: - - Keeping their 'pot' with the people's pension.
  - Transferring in other 'pots' to the people's pension.
  - Making additional contributions (lump-sum or regular payments directly to the people's pension or via their employer)
  - Retirement (conversion from a pension accumulation to a the people's pension decumulation solutions.

Skill set required:

• A good knowledge of pension accumulation and decumulation solutions.
• Be able to make sound, fair and compliant judgements to ensure the desired outcome for both the Company and customer.
• Be confident and experienced in dealing with factual and sometimes
• challenging customer interactions.
• Handle interactions to the highest standard of customer care and resolve them satisfactorily.
  Why choose us?
  We value and reward our people. Enjoy an award-winning pension, health care cover, onsite gym, personal trainer access, and more. Our culture prioritises respect, support, diversity, and work-life balance.
  Ready for a fulfilling career? Apply now and discover where People's Partnership can take you!
  This is a generic vacancy template