Careers

Full-time, permanent role of 35 hours per week (Mon-Fri)

Hybrid working (Ideally commutable to our Bristol office 3 days per week in the office).

Salary £40,000 to £50,000 dependent upon experience (salary is flexible, we will consider candidates with less or more experience and reflect this in the salary so please note salary could be less or more than that advertised depending upon experience)

National Friendly is a mutual insurer with a forward-looking attitude and a broad and diverse portfolio of products through which it is seeking to support new business growth over the forthcoming years.

We are looking for an experienced Underwriter to join our team. The focus will primarily be on ensuring competitive terms for Life and Critical Illness, but we will also look to cross train you on Private Medical Insurance, Immediate Needs Annuity and Impaired Life Annuity applications. Income Protection experience preferred but not essential.

The role is varied, involving general case processing, rules development, philosophy input, process & product improvement and representing National Friendly by liaising with key partners and the wider industry. There are also opportunities to participate in projects that directly influence the success of National Friendly.

Key attributes:

• Minimum of five years underwriting experience

• Experience of using underwriting rules engines (preferred but not essential)

• A demonstrated track record of underwriting Life & Critical Illness as evidenced by your current or recent underwriting authority levels

• Experienced and competent in assessing new Life & Critical Illness applications, deciding what underwriting evidence is required and underwriting complex cases with medical evidence

• Ability to accurately follow underwriting guidelines whilst demonstrating appropriate flexibility and pragmatism without compromising our risk tolerance.

• Confident in advancing existing processes and practices and actively contributing ideas.

• Great communication skills - comfortable liaising with internal & external stakeholders.

You will take pre-sale underwriting enquiries by telephone and email, working to build excellent working relationships with our intermediaries and other stakeholders

You must be self-motivated and able to work with others to make a stronger underwriting team, whilst providing accurate and consistent decisions is key.

Our bright and spacious offices are based near the harbourside in central Bristol. We have an inclusive, caring and supportive culture with regular social events and we have an excellent track record of supporting our local community

In addition an attractive salary, there is a potential for a generous performance-based bonus, company pension contributions (up to 12% of salary) plus benefits including PMI cover, life assurance (x4 salary), an EAP and more.

Please include a CV with your application.

Full-time, permanent role of 35 hours per week (Mon-Fri)

Hybrid working (Commutable to our Bristol office 3 days per week in the office).

Role Purpose:

• To be the first point of contact for National Friendly member queries primarily through telephone or mail.

• Deal effectively and timely member requests or forwarding to relevant department ensuring these are logged and dealt with to a high standard, in line with agreed processes and procedures to ensure an excellent member experience

• Communicate National Friendly’s values in dealings with colleagues and members with particular attending to the principles of Consumer Duty and acting with integrity

Key Responsibilities:

• Answer member queries via telephone, email, web chat, and letters

• Acknowledging, investigating and resolving general enquiries and non-regulatory complaints

• Process payments securely over the phone (card and direct debit)

• Administer and process a variety of member documents such as:

  • Trust deeds

  • Powers of attorney

  • Policy alterations and more

• Log regulatory complaints with the Complaints Team

• Maintain accurate member records and ensure all correspondence is correctly stored

• Maintain knowledge and understanding of the Society’s products and systems

• Keep up to date with products, services, and internal systems

• To comply with FCA rules, the Data Protection Act, Health & Safety legislation, the Society’s IT policy, and Money Laundering procedures.

• Complete required online training and support ad hoc administrative tasks as needed

Key Results

• Undertake work in line with the Society’s Service Levels and quality standards

• Ensure administration work and inputting of data is accurate and timely

• Ensure a professional and supporting member service at all times

Key Competencies

• Excellent communication skills – written and verbal

• Strong attention to detail and data accuracy

• Ability to work well under pressure in a fast-paced environment

• Comfortable using a variety of communication channels

• A team player with a positive, can-do attitude

• Confident using computer systems and managing multiple tasks

National Friendly may review and amend this job description at its discretion.

This job description is a summary of typical functions and not an exhaustive list of responsibilities and other duties may be assigned by their supervisor

This job description does not form part of the individual’s terms and conditions of employment

Full-time, permanent role of 35 hours per week (Mon-Fri)

Hybrid working (Ideally commutable to our Bristol office 3 days per week in the office).

Purpose of role:

The Internal Audit Administrator supports the Head of Internal Audit with a range of administrative and operational activities to ensure the smooth, accurate and timely delivery of the Society’s internal audit activities and related reporting.

The role is central to the delivery of the Society’s Internal Audit Annual Plan and provides the role holder with exposure to internal audit processes, controls testing and assurance activities, alongside opportunities to develop knowledge and skills within a regulated financial services environment.

Key duties and responsibilities:

• Assisting with the administration, monitoring and reporting of internal audit management actions, including liaising with departments to obtain progress updates, under the guidance of the Head of Internal Audit.

• Support the administrative aspects of internal audit fieldwork, including request, receiving and following up information and documentation required for audit testing.

• Provide support to the Head of Internal Audit in undertaking testing of controls and processes where required and as skills and experience develop.

• Assist with preparation of periodic management information and reports for relevant forums, committees and the Board.

• Provide administrative support in maintaining internal audit documentation, including the Internal Audit Charter, manual and procedures.

• Assist with the monitoring and maintaining of the audit administration system (TeamMate), with training provided where required.

• Provide administrative support in maintaining the Society’s Assurance Map (currently under development).

• In addition to supporting Internal Audit, provide occasional administrative support to the Compliance or Risk Management functions as required, without detracting from core Internal Audit responsibilities.

Compliance and Personal Development:

Ensure compliance with all appropriate rules and regulations and take responsibility for own performance and personal development, to include:

• Undertake all work in accordance with the Society’s service and quality standards and comply with all the Society’s policies, processes and the Code of Conduct.

• Meet the required professional duties and standards set by the PRA, FCA, and other regulators where appropriate, and comply with all other relevant regulations including the UK General Data Protection Regulations, health & safety and anti-money laundering laws.

• Ensure high personal standards in terms of attendance, time-keeping and general conduct.

• Keep abreast of market and professional developments and ensure skills and knowledge develop to ensure an appropriate level of competence.

The duties and responsibilities above are not exhaustive and the role holder may be required to undertake other activities consistent with the general nature and purpose of the role. Duties may vary between individuals with the same or similar job title according to the needs of the Society.

Knowledge, Skills & Experience:

Essential

• Organisational skills with good attention to detail.

• Ability to communicate professionally and build effective working relationships at all levels of the organisation.

• Confidence in requesting and following up information in a timely and courteous manner.

• Ability to work independently with appropriate supervision, escalating issues where required.

Desirable

• Previous experience in an administrative, audit, risk or compliance-related role.

• Good IT skills, including Microsoft Word, Excel and email.

• Experience with financial services or another regulated environment.

• Familiarity with audit management systems (eg. TeamMate), although training will be provided.

This role may be suitable for someone looking to begin or develop a career in internal audit, risk or compliance within a supportive and values-led mutual Society.

National Friendly may review and amend this job description at its discretion. This job description does not form part of the individual’s terms and conditions of employment.