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- Tasks: Provide support and guidance to members about pension transfers via calls and emails.
- Company: Join The People’s Pension, a company dedicated to helping individuals manage their pensions effectively.
- Benefits: Enjoy an award-winning pension, health care cover, onsite gym, and personal trainer access.
- Why this job: Be part of a supportive culture that values diversity and work-life balance while making a real impact.
- Qualifications: Knowledge of pension solutions and strong customer service skills are essential.
- Other info: This role offers a fulfilling career path with opportunities for growth.
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:
- Transferring out
- Transferring in
- Additional contributions
- 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 online or, if still struggling or no online access, offer to process over the phone.
- 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 The People’s Pension decumulation solution).
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.
Pension Transfer Guidance Executive employer: People's Partnership
Contact Detail:
People's Partnership Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Pension Transfer Guidance Executive
✨Tip Number 1
Familiarise yourself with the key responsibilities of the Pension Transfer Guidance Executive role. Understanding the nuances of inbound and outbound call management will help you demonstrate your readiness to handle the demands of the position during interviews.
✨Tip Number 2
Brush up on your knowledge of pension accumulation and decumulation solutions. Being able to discuss these topics confidently will show us that you are well-prepared to provide accurate guidance to our members.
✨Tip Number 3
Practice handling challenging customer interactions. Role-playing scenarios can help you develop the skills needed to manage difficult conversations effectively, which is crucial for this role.
✨Tip Number 4
Research our company culture and values. Understanding what we prioritise at StudySmarter will allow you to align your responses during the interview, showcasing how you would fit into our team.
We think you need these skills to ace Pension Transfer Guidance Executive
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and tasks associated with the Pension Transfer Guidance Executive position. Familiarise yourself with the key responsibilities outlined in the job description.
Tailor Your CV: Customise your CV to highlight relevant experience and skills that align with the requirements of the role. Emphasise your knowledge of pension accumulation and decumulation solutions, as well as your customer service experience.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific examples of how your background makes you a suitable candidate for providing support and guidance to members.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail and professionalism.
How to prepare for a job interview at People's Partnership
✨Know Your Pensions
Make sure you brush up on your knowledge of pension accumulation and decumulation solutions. Being able to discuss these topics confidently will show that you're well-prepared and understand the core responsibilities of the role.
✨Practice Customer Interactions
Since the role involves handling challenging customer interactions, practice responding to potential queries or concerns. Role-playing with a friend can help you articulate your thoughts clearly and demonstrate your customer care skills.
✨Demonstrate Compliance Awareness
Be ready to discuss how you would make sound and compliant judgements in various scenarios. This shows that you understand the importance of compliance in the financial sector and are committed to achieving the best outcomes for both the company and its customers.
✨Show Enthusiasm for the Company Culture
Familiarise yourself with the company's values and culture. During the interview, express why you’re excited about their focus on respect, support, diversity, and work-life balance. This will help you connect with the interviewers and show that you’re a good fit for their team.
