Full job descriptionLocation: Bury
Industry: Financial Services
Working arrangement: Hybrid TBC (min 4 days per week office based)
The OpportunityAre you organised, detail-oriented and passionate about delivering excellent customer service? Are you looking to develop your career within financial services?
We’re looking for a proactive Policy Administration Assistant to join a busy administrative team, supporting the smooth running of policy administration and ensuring customers receive a professional, efficient and friendly service.
This varied role offers the opportunity to develop your financial services knowledge while working across policy administration, new business processing, customer enquiries and claims. You’ll play an important part in ensuring customer records are accurate, transactions are processed efficiently and every customer is treated fairly.
Key ResponsibilitiesPolicy Administration*Process changes to customer addresses and personal details accurately and efficiently.
*Assist with calculating and issuing policy valuations.
*Respond to customer enquiries by telephone and through online channels.
*Process customer receipts and payments in line with established procedures.
*Take responsibility for coordinating the tracing of unclaimed assets.
*Maintain accurate customer records and ensure administrative tasks are completed within agreed service standards.
Child Trust Fund Administration*Process customer claims and withdrawals, ensuring all identification and anti-money laundering requirements are met.
*Receive, process and manage Registered Contact applications.
*Action changes to customer details and maintain accurate records.
*Generate and issue monthly customer statements.
*Ensure all transactions are processed accurately and in accordance with relevant procedures.
New Business Processing*Process new business applications accurately and promptly.
*Scan and upload new business documentation onto the relevant administration system.
*Ensure records are complete, accessible and maintained in line with internal procedures.
Teamwork and General Administration*Provide cover for other administrative functions when colleagues are absent.
*Support the wider team in delivering an efficient and reliable service.
*Communicate effectively with colleagues and contribute to a positive team environment.
*Undertake additional administrative duties as reasonably requested by your line manager.
*Maintain a clean, tidy and organised working environment.
Compliance and Customer ServiceProviding a fair, professional and reliable service is central to this role. You’ll be expected to:
*Treat every customer fairly, respectfully and consistently.
*Act ethically and demonstrate integrity in all aspects of your work.
*Follow established procedures and relevant regulatory requirements.
*Handle customer information carefully and maintain accurate records.
*Work efficiently to meet agreed customer service standards and deadlines.
About YouYou’ll be a reliable and motivated individual with a positive attitude, strong attention to detail and a willingness to learn. You’ll enjoy working as part of a team while taking responsibility for completing your own work accurately and efficiently.
Essential Requirements*GCSE Maths and English at grade 4 or above, or equivalent qualifications.
*Experience using Microsoft Word and Excel.
*Effective communication skills, both written and verbal.
*Good organisational skills and the ability to manage a range of administrative tasks.
*A professional and customer-focused approach.
*A commitment to accuracy, confidentiality and treating customers fairly.
Desirable Requirements*Five or more GCSEs at grade 4 or above, or equivalent qualifications.
*Excellent written and verbal communication skills.
*An interest in developing a career within financial services.

Why Consider This Opportunity?This is an excellent opportunity for someone looking to build their experience in financial services administration within a varied and customer-focused role.
You’ll gain exposure to policy servicing, customer transactions, claims, new business processing and regulatory procedures, helping you develop valuable skills and knowledge for your future career.
If you’re organised, enthusiastic and committed to providing excellent service, this could be the ideal opportunity to take the next step in your administrative career.