Job Description

:

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.

The ideal candidate will use the Servicing Area of our in-house system to ensure that advisers are supported and compliant with the latest Consumer Duty requirements. This role requires a blend of excellent communication skills and a strong understanding of our Policy Services proposition.

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.

Provide assistance to advisers via phone and email regarding review requirements and system navigation.

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 22,932

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

Opportunities

: Promotion opportunities available throughout company for the right candidate. Exam opportunities available within Policy Services to be recognised as a diploma qualified Financial Adviser.

Candidates should have the following attributes

: Excellent communication skills, both written and oral. The ability to use your initiative and have great investigation skills. A comprehensive understanding of Microsoft office is desirable, but training will be given. Confidence in sending and redirecting emails as well as attention to detail. You will be able to work to deadlines and present yourself in a professional manner as there are often visitors in the office. You must be able to adapt to fast paced changes to the Financial Services Industry.

Standard Grade English and Maths - Credit Level is desired.

Previous Experience - minimum one year in similar role.

Job Types: Full-time, Permanent

Pay: 22,932.00 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:

Monday to Friday
Experience:

Administrative: 1 year (preferred)
Work Location: Hybrid remote in Linlithgow