Duties & Responsibilities

• Manage the servicing of all client accounts - including processing new business, transfers, applying money, general servicing and updates to client accounts

• Ensure individual daily allocation is completed within service levels

• Work with your team to achieve shared purpose

• Ensure business added to the platform follows regulatory requirements

• Identify process improvements and share best practices

• Use global standard policies, procedures and tools

• Demonstrate ownership of queries and follow through to successful completion

• Operate within confidentiality and regulatory standards

• Support Systems Thinking methodology

Skills & Experience required

• Excellent verbal and written communication skills

• Ability to follow processes and procedures but identify opportunities for improvement

• Strong attention to detail

• Strong problem-solving skills

• Effectively work with high volumes of demand whilst maintaining accuracy

• Relationship building with customers and colleagues

• Good working knowledge of Microsoft applications, particularly Excel and OneNote

• Time management skills to effectively manage own workload

Highly desirable

• Financial Services/Platform experience

• Understanding of controls and risk

• Knowledge of regulatory requirements and client money and client asset rules

What will you get for this role?

• Up to £24,000 depending on skills, experience and qualifications

• Holiday allowance of 25 days plus bank holidays and the option to buy/sell up to 5 additional days

• Up to 40% discount for some Aviva products through “My Aviva Extras” plus discounts for Friends and Family (Some exclusions apply)

• Excellent range of flexible benefits to include a matching share save scheme

• We have a self-led learning culture, so you’ll have lots of scope to broaden your horizons

• Our opportunities for progression allow you to develop in the role at your pace, eventually excelling in the role to become one of our experts in department

• There are numerous opportunities within our business for people with the right skills, behaviours and attitude to continue to progress their career and aspirations

• The opportunity to earn a bonus for doing a great job and going the extra mile

• A generous pension (we’ll put at least 8% minimum into your pot)

• Discounts on things like cinema tickets, groceries, clothing and electronics

• Volunteering days with your team, so you can give back together

• Discounted healthcare membership to help you take good care of yourself

On top of the nitty-gritty, we also give our colleagues the chance to be themselves. We’re proud to be different, so we want you to bring your whole self to work.

Working at Aviva

At Aviva, we’re people with a purpose. To be with you today, for a better tomorrow.

We bring this to life by ensuring managing risk is at the heart of the way we all work. We love people who do the right thing for our customers, and our colleagues. We want people who speak up, who take responsibility, and who make good decisions.

The way we do this is important too. We’re all about our people – that’s you – so we can be pretty flexible. If you want to work from home some of the time or change your hours so you can pick up your kids or care for someone in your family, we’re very open to that. In fact, we don’t advertise roles as either part or full time, because we know each person has different needs, just as each business area has different needs. So, it’s up to you to discuss working hours during your interview.

We care deeply about being inclusive and that means we encourage applications from people with diverse backgrounds and experiences. We want our employees to bring their whole self to work and that starts with you.

We interview every disabled applicant* that meets the minimum criteria for the job. Once you’ve applied, please send us a separate email stating that you have a disclosed disability and we’ll make sure we interview you.

We’d love it if you could submit your application online. If you require an alternative method of applying, please give Alice Neal a call on 0121 200 5926 or send an email to alice.neal@aviva.com.

*As defined in The Equality Act 2010*. By ‘minimum criteria’ we mean you should provide us with evidence which demonstrates that you generally meet the level of competence required and have the qualifications, skills or experience defined as essential to perform the role.