Private Banking Manager jobs in Indiana

JOB TITLE: Assistant Manager, Documents; Actuarial Partnering & Technical services

SALARY: £45,954 - £51,060

LOCATION(S): Edinburgh

HOURS: Full time

WORKING PATTERN: Hybrid, 40% (or two days) in our Edinburgh office

About this opportunity

The Actuarial Partnering & Technical Services team (AP&TS), part of the Change and Longstanding team within Group Finance, is responsible for ensuring that open and closed-book products follow relevant regulation and legislation; in particular, that calculated figures and customer documentation are accurate and clear. This team also provide technical services to business partners to enable them to provide an outstanding service to customers and advisers.

This role is in the Actuarial Documents Team (ADT) within AP&TS which is responsible for ensuring that contractual policy documentation is accurate, clear and not misleading for both existing products and newly launched products.

As an Assistant Manager in ADT, you'll be drafting policy documentation (the legal terms and conditions given to customers) for life and pensions products. This includes supporting new product launches and changing existing documents from across the legacy product range.

You'll also be involved in reviewing customer communications to ensure they provide clear and accurate information.

Day to day you'll be;

• Drafting policy documentation (the legal terms and conditions given to customers), for Life & Pensions products. This includes the documents for new product launches and changes to documents already issued to customers from across the legacy product range.
• Reviewing financial promotions (marketing literature), website pages, outputs and other communications to ensure descriptions of products - including risks and fund aims - are clear, fair and not misleading. You'll also ensure that nothing is said which could raise unrealistic expectations, lead to complaints, or is inconsistent with policy documents and product specifications.
• Managing the daily workflow of review items.
• Testing system policy documents.
• Acting as a Documents SME on projects and to the business in general.

About us

If you think all banks are the same, you'd be wrong. We're an innovative, fast-changing business that's shaping finance as a force for good. A bank that's empowering its people to innovate, explore possibilities and grow with purpose.

What you'll need

• You should be familiar with insurance Life & Pension products. Previous experience of working with customer outputs/literature is desirable but not essential. You do not need to have any actuarial experience or qualifications.
• Ideally have strong document drafting skills.
• Good analytical skills and attention to detail.
• Ability to work collaboratively with other business areas.
• Good written and verbal communication skills.
  

About working for us

Our focus is to ensure we're inclusive every day, building an organisation that reflects modern society and celebrates diversity in all its forms.

We want our people to feel that they belong and can be their best, regardless of background, identity or culture.

We were one of the first major organisations to set goals on diversity in senior roles, create a menopause health package, and a dedicated Working with Cancer initiative.

And it's why we especially welcome applications from under-represented groups.

We're disability confident. So if you'd like reasonable adjustments to be made to our recruitment processes, just let us know.

We also offer a wide-ranging benefits package, which includes:

• A generous pension contribution of up to 15%
• An annual bonus award, subject to Group performance
• Share schemes including free shares
• Benefits you can adapt to your lifestyle, such as discounted shopping
• 28 days' holiday, with bank holidays on top
• A range of wellbeing initiatives and generous parental leave policies
  

Want to do amazing work, that's interesting and makes a difference to millions of people? Join our journey.