Pensions Advisor / Guidance Specialist
Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology. With over 6000 employees, it supports 37 million people in 120 countries.
EQ's vision is to be the leading global share registrar, offering complementary services to its client base and our values set the core foundations to our success. We are TRUSTED to deliver on our commitments, COMMERCIAL in building long term value, COLLABORATIVE in our approach and we IMPROVE by continually enhancing our skills and services. There has never been a better time to join EQ.
Summary
This is an ideal role for someone who thrives in providing excellent outcomes for customers. The role will provide you with opportunities to learn new skills with potential to progress with the company. If you have pensions experience and are able to demonstrate the following skills, experience and behaviours, then this is a great opportunity for you to join EQ.
Business function:
Equiniti (EQ) is a leading UK Business Process Outsourcer, specialising in providing complex administration and payment solutions underpinned by world class proprietary technology platforms. EQ has over 2,000 clients spanning the private and public sector including 50% if the FTSE 100. They process £72 billion in payments every year, handle 88 million documents, 2.6 million enquiries and pay 20% of pensioners in the UK. Their services benefit 30 million people in the UK and 180 countries around the world. Over a third of the UK population has dealt with EQ at some point during their lives. EQ is a company that has been built with strong values at the very core of their offering. Dealing with some of the most successful companies and government agencies in the UK, excellence, integrity, professionalism, partnership, commercial and innovation are therefore at the heart of everything they do.
Skills, Knowledge & Experience:
The successful candidate will demonstrate the following experience skills and behaviours:
- Knowledge of UK pension products and retirement options
- Excellent communication skills - both written and verbal
- Delivering exceptional customer service
- Attention to detail and ability to follow defined processes and procedures
- They can develop positive and productive relationships with customers and clients
- Computer literate with a willingness to learn a variety of systems
- Strong numeracy and literacy skills
Core Duties/Responsibilities:
The successful candidate will be responsible for the following:
- Guiding customers through their retirement journey.
- Establishing the customer's needs, explaining the options available to them and providing any risk warnings to ensure the customer understands the implications of the choices they can make.
- Issuing a retirement pack to the customer with details of the option(s) and requirements for moving forward within the customer journey.
- Handling follow up enquiries and/or providing requotes to customers.
- Throughout the process providing excellent administration service to customers within the agreed Service Level Agreements and ensure excellent accuracy levels are maintained.
- Adhere to the department/client policies and procedures.
- Ensure all work is conducted within the Regulatory frameworks and in line with the Treating Customers Fairly principles and approaches.
- Identify and implement process improvements in order to improve throughput and customer experience.
- Taking responsibility for your development and working towards professional qualifications appropriate to the job, within the agreed timescale.
- Work on own initiative and know when to escalate where necessary.
- Contribute to audits (internal and external) and quality assurance activities as required
- Hybrid Working
What We Offer
- Save For Your Future - Equiniti Pension Plan; Equiniti matches your pension contributions up to 10%
- All Employee Long Term Incentive Plan (LTIP) - Gives all EQ Colleagues the opportunity to benefit if the current owners successfully sell the company for a profit.
- Health and Wellbeing - Employee Assistance Programme: counselling, legal & wellbeing support for colleagues and their households. Life assurance cover at 4x salary with the ability to purchase enhance cover.
- Employee discounts - Discounts and cashback at your favourite high street stores through our EQ Wins Platform.
- Flexible Benefits - The ability to purchase a wide variety of benefits through our flex plan; gadgets, travel insurance, will writing, holiday trading and more.
- Time Off - Typically 28 days holiday + bank holidays. 2 volunteer days to get involved with a charity of your choosing.
- Winning together - Equiniti ICON award vouchers; recognising the individuals going above and beyond to help the business succeed.
We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships.
Please note any offer of employment is subject to satisfactory pre-employment screening checks. These consist of 5 year activity & GAP verification, DBS or Access NI, Credit, Sanctions & CIFAS checks