Manages external investment portfolios, handling account administration, payments, withdrawals and record maintenance. Ensures accurate, timely communication with stakeholders. Demonstrates strong attention to detail, adaptability and problem-solving skills whilst maintaining integrity and customer focus. Works collaboratively and seeks continuous improvement opportunities.

Oversees ROW & UK processing teams, ensuring service excellence and compliance. Manages escalations, builds relationships with advisers/clients, and monitors service standards. Provides training, handles complex cases, and implements process improvements. Acts as key point of contact while maintaining regulatory requirements and fostering team development.

Support Policy Servicing Supervisor in delivering client services through processing requests within set timeframes. Key duties: mentor team members, monitor workload, maintain procedures, handle complaints, ensure compliance, and liaise on complex issues. Requires strong communication skills, attention to detail and ability to prioritise effectively.

AML Team member responsible for monitoring reviews, customer risk assessments and AML/CFT incident escalation. Conducts quality checks and maintains customer relationships. Implements solutions within policy framework. Ensures compliance with company regulations whilst managing personal development.

The Claims team processes payment requests efficiently while prioritising customer outcomes. They handle technical queries, complete payment processing tasks, and maintain high service standards. Team members support continuous improvement, demonstrate accountability, and assist less experienced colleagues whilst expanding their knowledge across business functions.