Provide telephone and email support to the Smart Adviser network and key employer accounts.
Create and develop a strong working relationship with Advisers and Employers.
Proactively identify any additional support, education, and training requirements.
Create revenue via our Managed Service and Remediation options by finding opportunities for clients.
Make proactive contact with non-key accounts to retain business.
Deliver service and respond to day-to-day telephone and email inquiries within agreed SLA timescales.
Requirements
Proficiency in pension administration and contact centre operations.
FA2 or similar accredited qualifications.
The ability to quickly adjust to changing circumstances, tasks, or priorities is essential.
Being able to communicate clearly, empathetically, and professionally over the phone.
Strong written communication skills are needed for emails, documentation, and workflows.
Good Interpersonal, Telephone, Written, and Problem-Solving Skills.
Effective communication and the ability to build rapport with colleagues, clients, and team members are essential.
The capability to identify issues, analyse them, and propose practical solutions is crucial.
Understanding Clients' Needs to Create Bespoke Solutions if appropriate.
A commitment to ongoing learning and professional development, including utilising training resources provided by the company and external courses, for example, CII, CF1, FA2 etc.
Collaborative skills and a willingness to work effectively with colleagues to achieve common goals.
Good skills in Microsoft Office applications.
Excellent Understanding of the Smart Pension Admin Hub (CRM).
Benefits
25 days’ holiday per year, increasing with length of service.
£500 annual training budget to spend on your professional development.
Extensive private healthcare, including dental, eyecare and EAP.