Login to Apply

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:
o Calls and emails directed to the team.
o Call-back requests
o Follow-up calls or emails if the member requires further information or clarification
o 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.
o 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 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