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- Tasks: Process client administration events and maintain policy records in a dynamic team.
- Company: Join Scottish Friendly, a well-established mutual with a supportive culture.
- Benefits: Enjoy a hybrid work model, competitive salary, and clear development pathways.
- Other info: Be part of a team that values your growth and offers excellent career opportunities.
- Why this job: Grow your career in financial services while making a real difference for clients.
- Qualifications: Experience in wealth management and strong communication skills are essential.
The predicted salary is between 30000 - 40000 £ per year.
Scottish Friendly in Glasgow is hiring a Customer Service Administrator for their Life & Wealth Team. This hybrid role (2-3 days in office) involves processing client administration events and maintaining policy records.
Candidates should have experience in Wealth management or similar financial services, a strong understanding of life and investment products, and excellent communication skills.
This is an opportunity to grow within a well-established mutual with clear development pathways.
Life & Wealth Administrator - Investments & Claims (Hybrid) in Glasgow employer: Scottish Friendly
Contact Detail:
Scottish Friendly Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Life & Wealth Administrator - Investments & Claims (Hybrid) in Glasgow
✨Tip Number 1
Network like a pro! Reach out to people in the financial services sector, especially those who work at Scottish Friendly. A friendly chat can sometimes lead to insider info about job openings or even a referral.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of life and investment products. We want you to shine when discussing your experience in wealth management, so have some examples ready to showcase your skills.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation. It shows your enthusiasm and keeps you fresh in their minds.
✨Tip Number 4
Apply through our website for the best chance! We make it easy for you to find roles that match your skills and interests, so don’t miss out on the opportunity to join the Life & Wealth Team at Scottish Friendly.
We think you need these skills to ace Life & Wealth Administrator - Investments & Claims (Hybrid) in Glasgow
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in wealth management and financial services. We want to see how your skills align with the role, so don’t be shy about showcasing your knowledge of life and investment products!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re excited about the Life & Wealth Administrator position and how your background makes you a perfect fit. We love seeing genuine enthusiasm!
Show Off Your Communication Skills: Since this role involves client administration, it’s crucial to demonstrate your excellent communication skills. Whether it’s in your CV or cover letter, make sure to highlight any relevant experiences where you’ve effectively communicated with clients or colleagues.
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of getting noticed. It’s super easy, and we can’t wait to see your application come through!
How to prepare for a job interview at Scottish Friendly
✨Know Your Products
Make sure you brush up on your knowledge of life and investment products. Understanding the specifics of these products will not only help you answer questions confidently but also show that you're genuinely interested in the role.
✨Showcase Your Experience
Prepare to discuss your previous experience in wealth management or similar financial services. Think of specific examples where you've successfully processed client administration events or maintained policy records, as this will demonstrate your capability for the role.
✨Communication is Key
Since excellent communication skills are a must, practice articulating your thoughts clearly and concisely. You might even want to do a mock interview with a friend to get comfortable discussing complex topics in an easy-to-understand way.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company and the Life & Wealth Team. This shows your enthusiasm for the position and helps you gauge if the company culture aligns with your career goals.