FTC Policy Serving & Transactions Senior Administrator
Posted 4 days 12 hours ago by Leapfrog Recruitment Consultants
Job Ref: LF40208
Join a high-performing operations team in this temporary position, providing policy servicing and administration support for unit-linked plans on a contract basis of 9 months. This role requires strong attention to detail and a client-focused approach, with responsibilities across servicing, KYC, and operational support.
Location Duties for this role include, but are not limited to:- Processing a range of servicing requests including premium changes, holidays, surrenders, and switches.
- Handling client queries and correspondence across multiple channels.
- Performing due diligence reviews and video verification where needed.
- Assisting in maintaining and updating operational procedures and risk reporting.
- Supporting system and procedural testing within the operations function.
- Contributing to project work and ongoing process improvements.
- Ensuring compliance with AML, audit, and regulatory standards.
- Performing KYC reviews and updating client profiles during servicing events.
The ideal candidate will have previous experience in a customer service or financial administration environment, with working knowledge of AML requirements. Strong communication, organisational skills, and attention to detail are essential. Proficiency with Microsoft 365 and Adobe is preferred. GCSE English and Maths (or equivalent) are required.
If you wish to apply for this role, please submit your CV via the Apply Now button below.
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