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Transfer guidance executive

Crawley
Permanent
Peoples Partnership
Posted: 8 January
Offer description

Transfers Guidance Executive About People's Partnership: At the heart of our not-for-profit organisation is a commitment and a motivation to make the future-saving experience a simple one for our members. We champion fairness and simplicity, not profit-chasing. Imagine a financial adventure where everyone's a winner, fuelled by our exceptional service and brought to life by the fantastic individuals who work for us. We're a diverse employer with a flexible, hybrid working approach, ensuring everyone gets the opportunity to come to work and be the best version of themselves. What you'll be doing: In this role, you'll provide telephone and email-based support to members of The People's Pension (TPP), offering clear, factual, non-advised guidance to help them understand their options around transferring out, transferring in, making additional contributions, and preparing for retirement. You'll manage a blend of inbound and outbound contact-including unscheduled calls, scheduled call-backs, and follow ups-ensuring every member receives accurate information to make informed decisions about their pension savings. After each interaction, you'll complete the member journey by sending a confirmation email summarising the key points discussed. Balance availability for inbound calls with proactively managing outbound call workloads via: Calls and emails directed to the team from the IVR or drop-d...

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