Job Description
Job Description Summary
Job Description
Retirement Guidance Associate
Permanent
Location: Edinburgh (We believe in the power of in-person collaboration, and our hybrid model requires colleagues to be in the office a minimum of 40% of their time)
Salary: A competitive salary from £30,400 - £45,600 depending on the experience you can bring
Closing date: 18 May 2025
People are living longer and we’re excited by the opportunities this brings to help people live their best lives. We’re here for everyone who wants to make the most of their time on the planet and leave it a little better than they found it – however grand or humble their ambitions.
We help people live their best lives. We help them with the big stuff, for the moments that matter: Pensions, Savings, Investments. At Aegon, we strive in creating a diverse organisation that plays a meaningful role in driving greater equity, inclusion and belonging.
As an Retirement Guidance Associate within our Aegon Assist team you will be responsible for providing telephone-based support and guidance to new or existing Aegon customers to provide sufficient, relevant information to allow them to make financial planning decisions to their pension pre, at or post-retirement.
Responsibilities will include having focused discussions and informing the customer of all the relevant options, risks and benefits as well as answering any technical questions to enable them to make an informed decision.
You will deliver a first-class customer experience for colleagues over telephone. We are looking for someone who has the ability to prioritise and organise a demanding workload to meet volume targets within a regulatory environment.
We’d love to hear from you if you have:
Exceptional customer service skills
A base knowledge of pension products
Excellent verbal and written communication skills
Previously worked well as part of a team and with other departments to help develop potential customer referrals
The ability to take control of a situation and be proactive in finding solutions
What’s in it for you?
A non-contributory pension between 8%-12%
A discretionary bonus, depending on personal and company performance
34 days leave per year (including bank holidays, pro-rated for part-time)
We also offer private medical cover, life assurance, critical illness cover, enhanced parental leave and a variety of lifestyle benefits to help our employees live their best lives, including retail discount vouchers, cycle2work scheme, subsidised restaurant and online GP appointments.
Join Our Team Today! If you're ready to take your career to the next level and be part of a dynamic, innovative team, we want to hear from you. Apply now and let's build the future together!
The legal bits
We’ll need you to confirm you have the right to work in the UK. If we offer you a job and you accept, there are some checks we need to complete before you can start with us. This will include a credit and criminal record check, as well as providing satisfactory references.
Equal Opportunity Employer:
We are an equal opportunities employer and welcome applications from all suitably qualified persons regardless of their age, disability, race, religion/belief, gender, sexual orientation or gender identity.
Our story started over 190 years ago, right here in the UK. We were originally founded as Scottish Equitable, but today we’re part of Aegon.
We’re the UK’s largest investment platform, and we put financial wellbeing at the heart of our organisation. We work with customers, financial advisers and employers to provide pensions, savings and investment solutions.
As a purpose-led business, we're focused on supporting our customers as they navigate through new stages of their lives and all the moments that matter. We're here for everyone who wants to make the most of their time on the planet and leave it a little better than they found it, however grand or humble their ambitions.
Working at Aegon, you'll play an important part in helping achieve this.
Workplace Initiatives
Leadership development programmes? Yes
Mentoring programmes? Yes
Coaching programmes? Yes
Employee-led diversity networks? Yes
Internal women’s networking groups? Yes
Open to discussing flexible work arrangements at interview stage? Yes
No. of weeks paid maternity leave at full salary: 26 weeks
Minimum weeks tenure required to be eligible for paid maternity leave: 26 weeks
No. of weeks paid paternity leave at full salary: 6 weeks
Minimum tenure required to be eligible for paid paternity leave: 26 weeks
Gender pay gap reporting information - 2023
Average pay gap: 21.83%
Median pay gap: 19.87%
Average bonus gap: 43.72%
Median bonus gap: 40.66%
Signatory of the UK Women in Finance Charter? Yes
Targets to raise the number of women in leadership? Yes
Targets to raise the number of BAME individuals in leadership? Yes
Listed in the Bloomberg Diversity & Inclusion Index? No
We offer various apprenticeships, internships, career ready placements and graduate programmes.