Administrator - Partner Support - Linlithgow, United Kingdom - Policy Services Ltd

Policy Services Ltd

Verified Company

Linlithgow, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Do you like problem solving and working with others to create solutions?

Do you like working in a fast-paced environment?

Do you like taking ownership and seeing a query from start to finish
- even if you need help from others to resolve?

Do you like working to deadlines and can you multi-task?

If you have answered 'Yes' to any of the above, this opportunity might be just what you are looking for.

Primary Job Functions:

Policy Services is a Financial Adviser based in Linlithgow, Scotland.

An exciting full-time role has arisen in our Partner Support Department where you will be part of a team who deliver and provide excellent service to our clients.

Your main focus will be to assist with their day to day needs to support their administration and provide excellent customer service.

Job specification:

To be the first point of call for advisers, clients and Life Providers.
Processing of incoming mail.
Requesting information from life providers and sourcing online via websites where applicable.
Obtaining client valuations from providers.
Processing client sensitive life event information including bereavements, Power of attorney & change of address.
Chasing providers for information and/or updates regarding the life event process.

Role:

As a Partner Support Administrator, you will report to the Partner Support Team Leader and will be part of the administration team and as such your job role may occasionally require you to help others complete their duties.

The organisation uses a bespoke system which has been created by our IT team; you will be provided with the necessary training to become fluent in its use.

Salary:
£20,000.00 per year

Benefits: