At a Glance
- Tasks: Handle customer enquiries and manage life and wealth policies with precision.
- Company: Join Scottish Friendly, a progressive mutual life insurance office with 160 years of history.
- Benefits: Enjoy 25 days annual leave, hybrid working, and exciting recognition awards.
- Other info: Inclusive environment with opportunities for personal and professional growth.
- Why this job: Make a real difference in people's lives while building your career in financial services.
- Qualifications: Attention to detail and effective communication skills are essential.
The predicted salary is between 36000 - 60000 £ per year.
Overview
Customer Service Administrator - Life & Wealth
Scottish Friendly Assurance, Glasgow, United Kingdom
Do you want to be part of something more than just a financial services business? Do you believe everyone, regardless of wealth, should have the opportunity to save and look after their loved ones? Do you want to be part of something that has been here for 160 years and help it be here for 160 more?
Scottish Friendly have an exciting opportunity to join our team. Based in Glasgow City Centre, we are one of the most progressive mutual life insurance offices in the UK. We have a strong, clear culture which has grown since 1862 with our customers and colleagues of today and the future being at the heart of that growth. An opportunity has arisen within our Customer Services team; we are looking for a candidate that has experience within Financial Services and Investments who has meticulous attention to detail with experience in processing Life and Wealth business. You will be handling the day-to-day administration of life and wealth policies, dealing with various services within the Life & Wealth Team including enquiries from customers and financial advisors.
Responsibilities
- Responding to customer enquires in writing or by email
- Using computer systems to check and update records
- Handling all aspects of customer enquiries including providing customers with policy information, processing payments out, updating customer records accurately
- Producing timelines and case investigation notes
Qualifications
- Attention to detail with ability to complete work to a high standard
- Effective communication skills – both verbal and written
- Ability to work as part of a team and on your own
Benefits
- Recognition awards: Win exciting prizes, including one week’s annual leave plus £3,000 spending money
- Refer-a-friend scheme: Earn rewards for bringing talented friends to our team
- Annual Leave: 25 days annual leave (rising to 28 with service) plus 8 bank holidays, and options to buy or sell extra days
- Supporting the future: 10% employer pension contribution, 4 x group life cover
- Getting around: Access to cycle-to-work schemes, Electric Vehicle scheme, and travel loans
- Wellbeing: 24/7 GP access, EAP, Private Healthcare, and free legal/financial advice
- Hybrid model with up to three remote days per week, totalling 35 hours per week Monday to Friday
We are committed to creating an inclusive environment where all colleagues feel valued, respected and represented. If you require any accommodations during the application process, please don’t hesitate to let us know.
Job ID 91af1122-9efe-4df9-85bd-199393da9eb0
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Customer Service Administrator - Life & Wealth in Glasgow employer: Scottish Friendly Assurance
Scottish Friendly Assurance is an exceptional employer that prioritises the well-being and growth of its employees while fostering a strong, inclusive culture. Located in the heart of Glasgow, we offer competitive benefits such as generous annual leave, a robust pension scheme, and a hybrid working model, all designed to support a healthy work-life balance. Join us to be part of a progressive mutual life insurance office with a rich history and a commitment to making a meaningful impact in the lives of our customers and colleagues alike.
Contact Details:
Scottish Friendly Assurance Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Customer Service Administrator - Life & Wealth in Glasgow
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We think you need these skills to ace Customer Service Administrator - Life & Wealth in Glasgow
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Scottish Friendly Assurance.
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How to prepare for a job interview at Scottish Friendly Assurance
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Scottish Friendly Assurance.
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