Administrator - Client Relations Dept
6 months ago
Client Relations Administrator Primary Job Functions: Policy Services is a Financial Adviser based in Linlithgow, Scotland. An exciting full-time role has arisen in our Client Relations Department where you will be part of a team who deliver excellent service to our clients and advisers in line with Consumer Duty legislation. Your focus will be to assist with their day to day needs to support their administration and provide excellent customer service.
**Make an Impact: Your Skills, Our Platform**
This is your chance to step into a role that offers more than just administrative tasks. At Policy Services Ltd, every day is an opportunity to contribute to our success and growth. With your exceptional communication skills, keen eye for detail, and proactive approach, you’ll be an integral part of our mission to deliver excellence. We value our employees and provide a supportive environment where your talents are recognized. If you’re ready to take on a challenge and grow with a company that values your contributions, we want to hear from you
**Job Specification**:
Be the main point of contact to effectively support advisers with our Client Servicing process to comply with the Consumer Duty.
Have a comprehensive understanding of our in-house Client Servicing System, Policy Services Proposition and Consumer Duty Legislation to support advisers and clients.
Carry out servicing walkthroughs with advisers via Teams to explain the servicing system and requirements.
Guide advisers through the process of adding reviews to our in
- house system, ensuring adherence to Consumer Duty regulations.
Conduct audits of review evidence submitted by partners and offer constructive feedback to maintain high standards and compliance.
Use our “Action Required” system to follow up where review dates have not been added and proactively reach out to advisers, offering assistance to ensure timely compliance.
Collate responses from Client Questionnaires to inform service improvements and ensure compliance with the Consumer Duty.
Identify when adviser fees need to be placed on hold or refunded and be able to clearly explain the process for this.
**Role**: As a Client Relations Administrator, you will report to the Client Relations 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.
**Salaries and Benefits**:
Starting Salary £21,840
Holiday Entitlement is 30 days per annum (including statutory holidays)
Birthday holiday each year
Non-Contributory Company Pension Scheme Available
Company Enhanced Sick Pay, Maternity & Paternity Pay
Flexitime
Life Insurance scheme
BUPA Healthcare
Free on-site gym
Free on-site parking
Standard Grade English and Maths - Credit Level is desired.
Previous Experience - minimum one year in similar role.
**Job Types**: Permanent, Full-time
Pay: £21,840.00 per year
**Benefits**:
- Company events
- Company pension
- Enhanced maternity leave
- Enhanced paternity leave
- Flexitime
- Life insurance
- On-site gym
- On-site parking
- Private medical insurance
- Sick pay
- Store discount
Schedule:
- Flexitime
- Monday to Friday
**Experience**:
- Administrative: 1 year (preferred)
Work Location: Hybrid remote in Linlithgow, West Lothian
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