Employee Benefit Retirement Co-Ordinator

9.6.23 Sales and Business Development

Who are Just?

We’re a FTSE 250 Financial Services company who specialise in retirement solutions and right now, our world is moving quickly. With the defined benefit buy in / buy out space growing each year, Just continues to annually grow its business by over £2bn of assets.

We are a purpose driven company with compelling and credible goals. Quite simply, we help people achieve a better later life. We achieve this by providing competitive and innovative products, services, financial advice, and guidance to help our customers achieve security, certainty and provide them with peace of mind in retirement.

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.

About the Role

We have a fantastic opportunity available within our Corporate Pensions Team.

In-house we call this an `Employee Benefit Retirement Co-Ordinator (EBRC)' as you deal with Employee Benefits from big Corporate Schemes (such as Mercer, KPMG etc.)

As an Employee Benefit Retirement Co-Ordinator you will play a pro-active part in delivering a high standard of service to our corporate customers through maximising income and the right outcome to those committed to completing the retirement journey through our Corporate Retirement service.

Key Accountabilities

• Help the team to deliver an operational sales utilisation plan by personally achieving the individual qualitative and quantitative KPIs set
• Ensure all Service Level Agreements for pre-application activities are met and customers’ expectations are managed timely and effectively
• Ensure proposition and product knowledge remains appropriate to ensure the customer maintains a strong level of understanding of our service, its scope and any products that are bought on a non-advised basis or recommended through our advised service
• Ensure customer scripts are followed even when customers suggest the detail is not required likewise recognising when customers are vulnerable or do not understand detail and therefore require additional explanation or repetition
• Take ownership of specific customer/partner/provider issues or queries to ensure a timely and appropriate resolution
• Create, recording and updating promptly all customer data ensuring it remains accurate and compliant
• Establish and maintaining effective working relationships with sales and administrative staff within the wider business, external providers and ceding schemes

About You

The experience, skills, and knowledge we are looking for:

• Educated to GCSE Level or equivalent (as a minimum), having grade C Passes in English & Maths
• Willing to continue professional development e.g. CF exams, FA2 (Pensions Administration), RO1 or equivalent qualification
• Able to work under pressure to achieve objectives within timescales, without compromising accuracy and quality
• Extremely organised, with the ability to make intelligent decisions when faced with competing priorities
• Excellent at both verbal and written communication, with great interpersonal skills and the ability to communicate at all levels
• Flexible; with the ability to work as part of a team in a fast moving environment
• Experienced in telephone based sales, customer support and administration

Company Benefits

• A Competitive Salary, Pension Scheme and Life Assurance
• Along with 25 Days Annual Leave plus an Additional Day on us for your Birthday
• Private Medical Cover and Income Protection, just in case
• A generous and highly achievable bonus scheme – paid annually based on individual and company performance against targets
• Opportunity to progress within your career both in-role and within the company
• FREE access to the Headspace App, a 24/7 Employee Assistance Helpline and Trained Physical & Mental Health First Aiders (On-Site)
• A variety of Employee Funded Benefits available to you via our Online Benefits Portal
• Plus, several additional purchase options available for you and your loved ones

Why Just?

We are committed to building a more sustainable business and have publicly committed to reduce our scope 3 emissions to Net Zero by 2050 and our scope 1 and 2 emissions to Net Zero by 2025. We’ve made good progress so far and encourage our people to make small and meaningful changes in their everyday lives, so that we can protect our planet for future generations.

Diversity, Equity, and Inclusion (DE&I) is a key priority for Just as part of our overall strategy and ensuring all our people feel proud to work at Just. We have joined several initiatives including the Race at Work Charter, designed to improve outcomes for employees from underrepresented backgrounds. We also run a Reciprocal Mentoring scheme for employees from a BAME background, those with a disability, and those who identify as LGBTQ+. There are multiple employee network groups, which champion issues including race, gender, social mobility, and neurodiversity.

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.