Senior Administrator Policy Servicing

This role is designed to assist the Policy Servicing Supervisor within the Policy Servicing Department, ensuring the effective delivery of services to clients and Independent Financial Advisors (IFAs) through the processing of requests within specified servicing times. The position is permanent, full-time, and involves a commitment to providing excellent customer service and administrative support. The Senior Administrator will play a pivotal role in maintaining high service standards, adhering to regulatory requirements, and fostering a team environment. Responsibilities include mentoring new team members, monitoring workload, and collaborating with technical areas to resolve complex issues. Strong written and verbal communication skills are essential for liaising with clients and stakeholders. The role will require a keen eye for detail, a proactive attitude towards problem-solving, and a willingness to develop and adapt within the team.

Job Duties:

• Assist the Policy Servicing Supervisor with operations within the department.
• Process client and IFA requests efficiently and effectively.
• Identify problems and propose solutions proactively.
• Ensure adherence to regulatory legislation and compliance requirements.
• Mentor and develop new team members.
• Monitor workload and assist in daily checks using the checking matrix.
• Review and maintain departmental procedure notes regularly.
• Respond to, log, and investigate complaints and verbal objections.
• Liaise with technical areas regarding complex issues.
• Cross-train and assist other teams as required.

Job Requirements:

• Minimum of 2 years’ experience in Financial Services.
• Proficient knowledge of Microsoft Office applications (Word, Excel, Outlook).
• Experience in a customer-facing administration role.
• Strong planning and organisational skills.
• Ability to maintain a high level of accuracy while working under pressure.
• Excellent written and verbal communication skills.
• A commitment to outstanding customer service and effective teamwork.
• Understanding of the regulatory framework (AML/KYC).

What You’ll Love:

​​​​​​​This role offers the opportunity to contribute significantly to the policy servicing function while enhancing professional skills in a supportive team environment. The organisation prioritises employee development, providing ample training and career progression opportunities. With a strong emphasis on regulatory compliance and customer satisfaction, you will be part of a collective effort to maintain an outstanding service reputation within the industry.

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