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7 months ago
Bluetownonline Ltd.
Basic Salary: Negotiable
Location: Bristol
Job type: Permanent
Contact: Martina S
Category: Account Manager Jobs

Job Title: Retirement Helpdesk Account Manager

Salary: Competitive

Location: Bristol (BS1)

Job Type: Full Time, Permanent

About the role

Would you like to become an expert within the financial services industry for an established FTSE100 company? Do you pride yourself in providing incredible client service?

They are offering you the opportunity to join an industry leading Helpdesk, where you will personally contribute to their vision of becoming a household name, trusted with more than £82.0 billion in client assets for their 1 million clients, and the best place for savers and investors in the UK. A comprehensive training programme and optional external qualifications will provide you with the knowledge and skills necessary to become a key member of the team.

The Retirement Helpdesk team are looking for a Retirement Account Manager to follow up, support and guide clients who are considering, and actively engaged in securing a retirement income with their pension.

Key Duties and Responsibilities:

  • Help clients understand the range of retirement options available to them
  • Be available to take and answer inbound calls on the retirement line within the service standards set
  • Follow up new business leads as directed, time and date specific - outbound calling
  • Produce and dispatch accurate illustrations where required by clients
  • Maintain a diary of ongoing leads
  • Act as a point of contact for individual clients
  • Liaise with third parties on a client's behalf
  • Respond to client correspondence in a timely manner Liaise internally to ensure client experience is the best possible Proactively feedback on client trends, competitor activity and standout cases to assist the marketing effort
  • Proactively look for ways to improve the quality and profitability of the products and services we offer our clients Ensure clients are treated fairly, in accordance with regulatory guidelines
  • Refer any instances of client dissatisfaction or suspicion of money-laundering appropriately
  • Maintain a professional approach at all times
  • Enhance our reputation for excellence within the industry

Person Specification

Essential Skills and Experience:

  • 2 A Levels, grade C or above (or equivalent), GCSE Maths and English grade C or above
  • Working knowledge of SIPP and third party annuity services offered by Hargreaves Lansdown
  • Experience in a client facing role
  • Experience in a pensions based role
  • Experience in handling challenging conversations
  • Excellent verbal communication skills
  • Excellent telephone manner
  • Excellent written and numeracy skills
  • Excellent attention to detail
  • Excellent organisational skills
  • Ability to perform under pressure
  • Ability to self-manage workloads
  • Ability to work within FCA regulations
  • Basic computer literacy
  • Highly motivated
  • Hardworking
  • Client satisfaction orientated
  • Patient, reliable, conscientious and trustworthy
  • Professional
  • Proactive and positive
  • Team player
  • Sense of pride from doing a good job
  • Drive to deliver outstanding client service


  • Degree level or above in any discipline
  • Any business/financial services related qualification
  • Working knowledge of UK personal pension and retirement market
  • Competent computer user; proficient with Microsoft Office and using in-house systems
  • Good understanding of the company's products and services
  • Experience of holding positions of responsibility (work or non-work related)
  • Experience of a sales role
  • Experience of managing your own workload
  • Confident, accomplished telephone manner
  • Ability to prioritise workload and meet deadlines
  • Problem solving skills
  • Analytical skills
  • Ability to use initiative
  • Genuine interest in financial services
  • Willingness to learn and desire to develop professionally
  • Strong desire to contribute to the company's success and uphold its exceptional reputation

The Company is an inclusive working environment and values diversity in its workforce. As part of your application they would be grateful if you could complete an equal opportunities section. The information will be used solely for diversity monitoring purposes and is not visible to the person reviewing your application form.

Please click the APPLY button to send your CV for this role.

Candidates with the experience or relevant job titles of; Retirement Helpdesk Account Manager, Retirement Helpdesk Consultant, Business Support Executive, Sales Executive, Business Development Manager, Financial Services Sales, Pensions Sales, Retirement Consultant, Sales Consultant, Sales Advisor may also be considered for this role.

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