Careers

Departmental Overview:

To provide an agreed customer administration, telephony and underwriting service proposition that supports the sales distribution model for Retirement, Care, Protection and Equity Release products.

Purpose of the Role:

To provide agreed levels of customer service and administrative support to intermediaries in order to help maximise profitable sales and ensure customer expectations are met.

Key Responsibilities:

• Planning and organising:
  Plan and organise your work effectively, to support the achievement of the job purpose and team/personal objectives
• Task completion:
  Undertake required tasks needed (eg. outbound calls, case administration, reminders) to ensure service levels and productivity targets are met
• Specific objectives:
  Manage time to ensure any specific (SMART) objectives set are achieved to the standard and timescale required
• Administration:
  Complete all required administration and record-keeping related to the service provided
  

Person Profile:

• An enthusiastic and motivated individual with a customer focused attitude; computer literate ; excellent communication skills, both written and verbal; good organisation & planning skills; ability to prioritise; high attention to detail and a focus on quality and service (completer / finisher);self starter; team player - a friendly nature with strong team-playing ability.

Skills and Knowledge:

• Essential: Minimum of 5 GCSEs or equivalent, including Maths and English (A-C Grades)
• Desirable:CII module CF1, FA1 or FA2 or CiFA.
  Experience in Financial Services (ideally Pensions/Annuities)
  

Company Overview:

Ranked number 1 in the 2011 Sunday Times HSBC Top Track 250 for leading UK private mid-market companies, Partnership is the UK’s fastest growing writer of enhanced annuities and a specialist provider of financial solutions for people with health or lifestyle conditions. We are experts in medical underwriting and a leader in the retirement market. Partnership is a privately owned company where innovation and ideas are unlimited, and where talent is recognised and rewarded.

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