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