At Just we encourage a flexible and agile working environment for the majority of our opportunities. Get in touch with us to discuss in more detail. Retirement Specialist (Retirement Customer Services Executive) Belfast - Hybrid (min 50% office based) Do you have customer service experience in the financial services sector and looking for a new and exciting career? We are seeking an ambitious Retirement Specialist to join our innovative Retirement Income Advice service. This is a perfect opportunity for someone looking to advance their career in the financial sector. What is Retirement Income Advise: Retirement Income Advice is a ground breaking and innovative financial planning and advice service that can paint a picture of what an individual’s life after work could look like. It provides them with a retirement plan and provide expert financial advice on how to make their plan a reality. No competitors in the market offer this and this service is growing significantly. What will you be doing: As a Retirement Specialist, you will play a proactive role in engaging with our customers and supporting their retirement journey through our Retirement Income Advice service. You will work closely with our Advisors and Senior Retirement Specialists, providing support via phone, mail, or web-chat. We offer a full induction and training program to ensure you can deliver an exceptional customer experience. Key Responsibilities: Provide a prompt, friendly, and efficient service for customers in a multi-channel environment. Process customer enquiries within set service standards to promote customer satisfaction and deliver our proposition. Maintain focus and accuracy even when faced with high volumes. Ensure a clear focus on customer outcomes, quality, service, and results. Accurately update customer administration systems (CRM and Investment Platforms). Establish and maintain effective working relationships with sales teams and administrative staff within the wider business. Create, record, and update all customer data promptly, ensuring it remains accurate and compliant. Proactively maintain skills and knowledge levels to handle general customer enquiries regarding retirement options. Process sensitive partner/provider data within agreed boundaries. Skills and Experience Experience working directly with customers in the financial services sector. Excellent communication skills with the ability to convey information across different media. Exceptional attention to detail and the ability to process information quickly and accurately. Strong time management, planning, and prioritization skills. Ability to work under pressure to achieve objectives within timescales without compromising accuracy and quality. Good computer literacy skills, including proficiency in Outlook, Word, Excel, and CRM systems. Minimum GCSE (or equivalent) education with grades C or above in both English and Maths. Join us and be part of a team that supports advisors and helps customers achieve their retirement goals. Apply now to take the next step in your financial services career! About Us We’re a FTSE 250 Financial Services company who specialise in retirement solutions and right now, our world is moving pretty quickly. How people work, save, and plan for the future is all changing. A new generation of retirees needs a new kind of retirement company. A company who will look for new ways of doing things – and will always put the customer first. That’s who we are. We’re a company on a mission: to become a beacon for the entire retirement industry. Because we believe everyone deserves a fair, secure, and fulfilling retirement. And with you on our team, we’re going to make sure they get it. We’ve built our sustainability strategy around the United Nations Sustainable Development Goals (SDG) and have selected goals where we believe we can make the most difference. By aligning our activity with these global goals, we can make sure we play our part in addressing the wider issues facing the planet and leave a positive legacy to the world. You can read more about our sustainability strategy here. Diversity, equity and inclusion are priorities for us. Having a diverse, talented workforce with colleagues of different backgrounds, world views and experiences is the right thing to do. It’s also the most effective way to succeed, innovate and better serve our customers now and in the future. We are committed to our targets on gender and ethnicity and run a number of successful mentoring and sponsorship programmes for our colleagues from diverse backgrounds. We have multiple active employee network groups which champion issues including gender, ethnicity, sexual orientation, disability and neurodiversity. You can read more about our DE&I strategy and commitments here. What’s clear about working at Just is that we care. We care about our customers, our purpose, our environment, inclusivity, wellbeing and most importantly - each other. We look forward to welcoming you to the team soon.