POLICY SERVICES  Salary

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ORACLE CAMPUS BLACKNESS ROAD LINLITHGOW EH49 7BF
TIN: SC230167
 Finance and Insurance
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POLICY SERVICES
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POLICY SERVICES is looking for employees for positions:

administrator

  • administrator
  • client administrator
  • business administrator
  • compliance administrator

Working hours

  • full-time
  • full-time | Permanent

Responsibility

  • policy Services is a Financial Adviser based in Linlithgow, Scotland
  • reports are produced using a back-office system called Intelligent Office
  • an exciting full-time role has arisen in our Partner Support Department where you will be part of a team who deliver and provide excellent service to our clients
  • an exciting full-time role has arisen in our Portfolio Reports Team where you will be part of a team who are responsible for ensuring all Portfolio reports are prepared and produced in line with our Client Servicing Proposition, either on a six monthly or annual basis for all introduced clients
  • your main focus will be to assist with their day to day needs to support their administration and provide excellent customer service
  • the team must ensure efficiencies are created to drive down the cost of reports and encourage partners to use the service by way of targeted introductions
  • processing of incoming mail
  • chasing of outstanding mandates

Requirements

  • financial services: 1 year