• Key responsibilities: Wealth Operations, PFP, Adhoc Projects
• To provide customer service to both internal and external customers
• Maintain and implement personal development plan in partnership with immediate manager
• Identify, facilitate and implement process improvement ideas to improve efficiency.
• Keep own knowledge up to date in relation to servicing/processing/compliance activities
• Execute non-standard cases and manual work that cannot be processed on standard systems.
• Learn all the skills and knowledge that would cover a broad range of servicing activities across regulated products.
• Identify customer needs, providing assistance / information and capturing essential details on the system thereby enabling other departments to fulfil the customer requirements.
• To demonstrate a positive risk, compliance and control culture through the identification, assessment, monitoring and management of risks and issues within the business area, alongside ensuring timely and appropriate resolution of control weaknesses, actions and failures that arise.
• To achieve and maintain required level of competency as per the training and competency framework.
• Responsible for the day to day pre sales administration for PFP and servicing of Retirement Account customers
• Responsible for updating details on various systems
• Will also be responsible for sending template letters to customers and at times creating free-form letters to respond to customer queries.

• Handle calls to ceding companies or internal departments within UK if required for some work types.

Requirements :

• From a background with approximately one year of experience as an Insurance Associate.
• Graduation mandatory