Policy Servicing & Transactions Administrator

• Support the servicing of unit-linked policies, including premium changes, switches, surrenders, and client queries.
• Process customer instructions accurately and in line with service standards and deadlines.
• Communicate professionally with customers, intermediaries, and internal teams via phone and email.
• Perform KYC and due diligence reviews for individual and corporate clients, including trigger events.
• Ensure adherence to AML, audit, and regulatory requirements, escalating issues where appropriate.
• Update customer records and identify data gaps, obtaining further information when required.
• Contribute to risk and issue reporting and support operational improvement initiatives.
• Assist with testing of system updates and support projects as directed by management.

The ideal candidate will have strong attention to detail and experience in an administrative or customer service environment, ideally within financial services. They will have GCSE's in English and Maths, AML knowledge and be tech savvy, with experience in Microsoft365 and Adobe. They will be organised, deadline-focused, and confident communicating with a range of stakeholders. This role suits someone who is eager to learn, and motivated by delivering a positive customer experience within a regulated setting.