A fantastic opportunity has arisen for a Customer Service Administrator within the Life & Wealth Team.
We are only 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.
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