Role Overview & Mandate
Executive Summary
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...
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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 the Pension and Annuity Team in the role of Pension Customer Services Administrator. 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.
Reporting to our Pensions Manager, the key responsibilities for this role include:
- Ensuring accurate and timely processing
- Processing annuity quotes and setting up annuities
- Processing Pension Administration tasks
- Servicing annuity policies and providing information to customers and IFA’s.
- Practice continuous improvement across all processes.
- Working as part of a team to ensure delivery of key development tasks.
- Providing a source of product knowledge for other departments
- Engaging with colleagues across the business to elicit requirements for new and existing projects
- Managing multiple tasks and meeting deadlines.
- Accurate attention to detail
To succeed in this role, you will have a strong focus on processing and servicing pension annuities. You will be able to work independently, be self-motivated and have excellent attention to detail.
IT literacy is essential with sound knowledge of pension journey. This role is hybrid working with a blend of 2 days office based.
With assets under management of over £5bn and more than 700,000 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.
Job Types: Full-time, Permanent
Salary: £21,000.00-£24,000.00 per year
Benefits:
- Cycle to work scheme
- Discounted or free food
- Flexitime
- Life insurance
- Private medical insurance
- Referral programme
- Wellness programme
Schedule:
- Flexitime
- Monday to Friday
Application deadline: 03/03/2023
Reference ID: Pension Admin
