At a Glance
- Tasks: Support the management of Life & Wealth products and deliver top-notch customer service.
- Company: Join Scottish Friendly, a progressive mutual life insurance office with 160 years of history.
- Benefits: Enjoy competitive pay, recognition awards, and generous annual leave.
- Other info: Hybrid working model with opportunities for growth in a supportive team.
- Why this job: Make a real difference in people's lives while building your career in finance.
- Qualifications: Experience in wealth management and strong communication skills are essential.
The predicted salary is between 30000 - 40000 € per year.
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.
About the role
A fantastic opportunity has arisen for a Customer Service Administrator within the Life & Wealth Team. We are looking for candidates who have experience within Life and Wealth or Investments, ideally with experience in processing life claims.
Glasgow (hybrid 2/3 days per week in office) Mon-Fri 9am - 5pm
We’re looking for a detail-focused administrator to join our Life & Wealth team, supporting the management of Life & Wealth products including ISA’s & Child Trust Funds. You’ll be responsible for processing key client administration events (Fund Switches, Transfers, Money Out & other client instructions), maintaining accurate policy records, and delivering a high-quality service to customers.
What you’ll need:
- Experience in Wealth management or a similar financial services role
- A good understanding of life, investments and wealth products
- Strong communication skills and attention to detail
- A proactive approach and the ability to manage a varied workload
This is a great opportunity to build your career within a well-established mutual, with exposure to a broad range of life and pensions products and clear development pathways.
Scottish Friendly Values:
- WE’RE IN THIS TOGETHER - We collaborate and value each other’s opinion. We’re a small team with a big impact. We support each other to thrive and grow.
- WE CARE ABOUT OUR CUSTOMERS - Our customers are at the heart of everything we do. We’re committed to doing the right things for our customers. We listen to and learn from our customers.
- WE KEEP MOVING FORWARD - We always see change as an opportunity. Our progress is based on careful management of our risks. We have the courage to test new ideas and learn from them.
With assets under management of over £4.2bn and more than 853,000 members we have lots to look after and lots more to do. If you want to be part of the team and you think this is you, we would love to hear from you.
Benefits:
- Recognition awards: Win exciting prizes, including one weeks’ 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.
Customer Service Administrator Life & Wealth in Glasgow employer: Scottish Friendly
Scottish Friendly is an exceptional employer that prioritises the well-being of both its customers and employees. Located in the vibrant Glasgow City Centre, we offer a supportive work culture that fosters collaboration and personal growth, alongside competitive benefits such as generous annual leave and recognition awards. 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 financial services sector.
StudySmarter Expert Advice🤫
We think this is how you could land Customer Service Administrator Life & Wealth in Glasgow
✨Tip Number 1
Network like a pro! Reach out to current employees at Scottish Friendly on LinkedIn or other platforms. Ask them about their experiences and any tips they might have for landing the Customer Service Administrator role.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of life and wealth products. We want you to show that you’re not just a candidate, but someone who genuinely cares about helping customers manage their finances.
✨Tip Number 3
Practice your communication skills! Since this role requires strong communication, try doing mock interviews with friends or family. Get comfortable explaining complex financial concepts in simple terms.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining our team at Scottish Friendly.
We think you need these skills to ace Customer Service Administrator Life & Wealth in Glasgow
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Customer Service Administrator. Highlight your experience in life and wealth management, and don’t forget to mention any relevant skills that show you’re detail-focused and proactive.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you’re passionate about helping customers and how your background aligns with our values. Show us that you care about making a difference in the financial services sector.
Showcase Your Communication Skills:Since strong communication is key for this role, make sure your application reflects that. Use clear and concise language, and don’t hesitate to share examples of how you’ve effectively communicated with clients or colleagues in the past.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Scottish Friendly
✨Know Your Stuff
Make sure you brush up on your knowledge of life and wealth products, especially ISAs and Child Trust Funds. Being able to discuss these topics confidently will show that you're serious about the role and understand what it entails.
✨Showcase Your Attention to Detail
Since this role requires a keen eye for detail, prepare examples from your past work where your attention to detail made a difference. Whether it was catching an error or improving a process, these stories will highlight your suitability for the position.
✨Communicate Clearly
Strong communication skills are key in customer service roles. Practice articulating your thoughts clearly and concisely. You might even want to do a mock interview with a friend to get comfortable with explaining complex concepts simply.
✨Embrace the Company Values
Familiarise yourself with Scottish Friendly's values and think about how you can embody them. Be ready to discuss how you collaborate with others, care for customers, and adapt to change. This will demonstrate that you’re not just a fit for the role, but also for the company culture.
