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- Tasks: Support customers by handling complex queries and executing trading instructions accurately.
- Company: Join Canada Life UK, a trusted name in financial services since 1903, focused on building better futures.
- Benefits: Enjoy a competitive salary, generous pension, private medical insurance, and flexible working options.
- Why this job: Be part of a dynamic team that values curiosity, collaboration, and personal growth in a supportive culture.
- Qualifications: Minimum 5 GCSEs (A*-C) including English and Maths; proactive attitude and attention to detail required.
- Other info: Flexible working arrangements available to accommodate your lifestyle and commitments.
The predicted salary is between 36000 - 60000 ÂŁ per year.
Job closing date: 1st July 2025
Fixed Term Contract: 9 - 12 months
Canada Life UK looks after the retirement, investment and protection needs of individuals, families and companies. We help to build better futures for our customers, our intermediaries and our employees by operating as a modern, agile and welcoming organisation.
Part of our parent company Great-West Lifeco, Canada Life UK has operated in the United Kingdom since 1903. We have hundreds of respected and supported employees committed to doing the right thing for our customers and colleagues.
Canada Life UK is transforming to create a more customer-focused business by providing our customers with expertise on financial and tax planning, offering home finance and annuities propositions, and providing collective fund solutions to third party customers.
Job Purpose
- To ensure that we provide a service to our customer in line with our Company values.
- To accurately record and execute dealing instructions on behalf of Canada Life policyholders in line with Company service standards and the Canada Life Investment Governance Regulations.
- To handle complex queries, providing a high quality of service that is accurate and within stated timescales.
- To accurately raise all trades as instructed by the fund advisor/client ensuring that the transactions are permissible and do not create unapproved overdrawn positions on policy cash accounts to ensure that our records give a true account at all time.
- To place all external trades in line with the appropriate market guidelines and timeframes, Company service standards and FCA and internal governance regulations.
- To support the Team Lead / Management Team.
- To maintain a high level of technical knowledge to facilitate rotation into other teams as and when required to ensure service levels are maintained.
Key Accountabilities
- To provide product information and undertake tasks in response to complex customer requests, and to amend and maintain accurate company records, ensuring that legislative, customer and Company requirements and service standards are met.
- To maintain a high level of technical and specialist skills, experience and knowledge, enabling rotation into other teams as and when required to ensure service levels are maintained.
- To act as a positive role model within and outside of Investment Operations.
- To investigate and resolve complex complaints, deal with telephone queries and fully document how they are resolved.
- To ensure all communications are handled accurately and to adopt the most appropriate method of communication in line with the divisional, regulatory and complaint procedures.
- To continually review and improve the department's processes and procedures to ensure service levels are maintained and, where appropriate, enhanced in line with Company policies, regulatory, professional and legal requirements.
- To co-ordinate, contribute and represent Investment Operations in ad hoc projects.
- To liaise and develop working relationships with other business areas as needed.
Desired Knowledge / Experience / Skills
- Diligent and conscientious in the accuracy of their work, excellent attention to detail.
- Excellent written and verbal communication skills.
- Excellent Customer Service skills.
- "Can Do", proactive attitude.
- Ability to operate in a fast paced, dynamic environment and able to work under pressure.
- Intermediate knowledge and experience of MS Office.
Qualifications
- Minimum 5 A* - C / 9 - 4 Grade GCSEs (including English and Maths) or equivalent - essential.
- Introduction To Securities desirable not mandatory.
Benefits of working at Canada Life
We believe in recognising and rewarding our people, so we offer a competitive salary and benefits package that’s regularly reviewed. As a Canada Life UK colleague, you’ll receive a competitive salary and comprehensive reward package including a generous pension and bonus scheme, along with income protection, private medical insurance and life assurance. We have a fantastic number of other benefits and support services as well as regular personal and professional development.
How we work at Canada Life
Our culture is unique and incredibly important to us. We care about doing the right thing for our people, customers and community and helping others to build better futures. Our blueprint behaviours shape and influence how we work, and are central to the relationships we have with others. Every day we are encouraged to be more curious, own the outcome, face into things together and find a way forward.
We want colleagues to have rewarding careers with us so we invest in the development of our people, technology and workplaces. That’s why we offer a range of training, flexible working and opportunities to grow and develop.
Diversity and inclusion
Building an inclusive workplace with a diverse workforce where everyone can feel they belong and achieve their potential regardless of gender, ethnicity or any other characteristic is a key commitment for us. We are proud of the progress we’re making in DEI, and we continue for it to be a significant focus.
“At Canada Life we believe in the power of great people from different backgrounds, experiences and perspectives coming together to build better futures. Emerging talent is crucial to our growth and creating an environment that continues to inspire us all.” Nick Harding, Chief People Officer, Canada Life UK
We appreciate that everyone has different work and life responsibilities. We’re happy to discuss flexible working arrangements, including part time, for any of our roles should this be a requirement for you.
Senior Administrator in Isle Of Man, Isle of Man employer: Canada Life Group (UK) Ltd (The)
Contact Detail:
Canada Life Group (UK) Ltd (The) Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Administrator in Isle Of Man, Isle of Man
✨Tip Number 1
Familiarise yourself with Canada Life's values and mission. Understanding their commitment to customer service and community will help you align your responses during interviews, showcasing how you can contribute to their goals.
✨Tip Number 2
Brush up on your knowledge of financial products and investment governance regulations. Being able to discuss these topics confidently will demonstrate your technical expertise and readiness for the role.
✨Tip Number 3
Prepare examples of how you've handled complex queries or complaints in previous roles. This will highlight your problem-solving skills and ability to maintain high service standards under pressure.
✨Tip Number 4
Network with current or former employees of Canada Life if possible. They can provide insights into the company culture and expectations, which can be invaluable during your interview process.
We think you need these skills to ace Senior Administrator in Isle Of Man, Isle of Man
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the job description. Focus on your attention to detail, customer service skills, and any experience in financial services or administration.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of Canada Life UK's values and how you can contribute to their mission. Mention specific examples from your past work that demonstrate your ability to handle complex queries and provide excellent customer service.
Highlight Relevant Qualifications: Ensure you clearly list your qualifications, especially your GCSEs and any relevant certifications. If you have an Introduction to Securities or similar qualifications, make sure to mention them as they are desirable for this role.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your diligence and attention to detail, which are crucial for the Senior Administrator role.
How to prepare for a job interview at Canada Life Group (UK) Ltd (The)
✨Showcase Your Attention to Detail
As a Senior Administrator, accuracy is key. Be prepared to discuss examples from your past work where your attention to detail made a significant difference. This could be in handling complex queries or ensuring compliance with regulations.
✨Demonstrate Excellent Communication Skills
Since the role involves dealing with customer queries and complaints, practice articulating your thoughts clearly. Use specific examples to illustrate how you've effectively communicated in challenging situations, both verbally and in writing.
✨Emphasise Your Customer Service Experience
Canada Life values high-quality service. Prepare to share instances where you went above and beyond for a customer. Highlight your proactive attitude and how it contributed to positive outcomes.
✨Be Ready for Scenario-Based Questions
Expect questions that assess your ability to handle pressure and dynamic environments. Think of scenarios where you successfully managed tight deadlines or resolved conflicts, and be ready to explain your thought process and actions.
