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Member Services Assistant

We are currently recruiting a Member Services Assistant for a six month Fixed term contract. 
This role is hybrid, both working from home and occasionally in our hubs in Edinburgh or Oxford. 

We encourage our colleagues to work flexibly between home and the hub to suit their needs and preferences, in line with our hybrid working policy.
Colleagues are able to work their hours flexibly, in line with core business hours and requirements. We also offer formalised flexible working agreements.  

The starting salary is £29,450.

To apply, please send a CV and cover letter to HRsupport@actuaries.org.uk by the closing date of Wednesday 29 October 2025.  
Interviews will take place on 4 to 6 October.

Purpose of the job

The Member Services Team is the first point of contact for members of ºÚÁÏÕýÄÜÁ¿ and strive to deliver exceptional high-quality advice, support, guidance and customer service to our members globally. They are responsible for three of the main income streams to ºÚÁÏÕýÄÜÁ¿ and, as part of that team, this role is vital in ensuring that our members are expertly supported throughout the member experience, wherever they are in the world. 

The main purpose therefore is:

  • To administer the various activities of the Member Services Team. 
  • To maintain and enhance the services provided to members and non-members. 
  • To play a part in positively shifting the member perception of ºÚÁÏÕýÄÜÁ¿ by providing a valued and accessible member experience. 
  • To display a member-centric, matrixed, purpose and values driven culture.

Dimensions

  • The role is fundamentally important to improving the member experience.
  • This is a flexible member facing role.
  • This role reports to the Member Services Manager.

Principal accountabilities

  • Excellent Customer Service skills – telephone and email
  • Ability to manage own workload to ensure that SLAs are met.
  • To collect all membership subscriptions including any additional subscriptions due by all members ensuring correct amounts are paid, reconciled and allocated to each individual account. 
  • To deal with all applications and enquiries for reduced subscriptions and Dual memberships ensuring criteria met. Using discretion in granting such.
  • To reconcile BACs payments, credit card payments and direct debits for subscriptions, exams and exemptions. Solving problems and investigating missing and incorrect payments. Working with members, employers and bankers to resolve.
  • To provide ad hoc support as necessary to projects undertaken from time to time ensuring matrix working
  • To expertly deal with members enquiries by telephone and email and work to a high standard in resolving member concerns.
  • To assist in the booking and payments of exams for members/non-members, employers and other actuarial associations
  • To grant certain exam exemptions via differing exemption routes available.
  • To deal with and process requests from lapsed members for reinstatement to ºÚÁÏÕýÄÜÁ¿. Ensuring that the policy is adhered to, giving guidance to the member as required.

Main contacts

  • Members and non-members including employers – providing an effective, efficient and friendly contact point, ensuring excellent customer service.
  • Head of Member Services
  • Member Services Manager
  • Member Services Team Leader
  • Colleagues across ºÚÁÏÕýÄÜÁ¿
  • Other Actuarial Bodies
  • Employers 

Decisions

  • Learning, understanding and applying certain criteria to various applications including reduced rates, exemptions and Dual membership.
  • Vetting and making decisions on reinstatement applications to full membership and confirming these to the members. 
  • Prioritising a constantly changing workload allocating time appropriately. Raising priority issues upwards as appropriate.

Complexity

On a daily basis the team interact with members by e-mail and by phone. Each enquiry varies tremendously, both in terms of query, but also the level of anxiety of the enquirer and the ability of the enquirer to communicate their requirements. This role therefore, must use good investigation and influencing skills to resolve issues but above all must have tact, diplomacy and very strong customer care skills.

This role needs to be able to balance the demands of a varying workload as well as supporting the Member Services Manager to ensure deadlines are met. It is essential that the person in this role takes responsibility for providing information and advice to members over a variety of areas, in an appropriate manner and within agreed timeframes.

Impact

The Member Services Team is the most important interfaces with the membership and must operate as smoothly as possible to ensure that members maintain and improve their faith in the profession and ºÚÁÏÕýÄÜÁ¿ as an organisation.

The income from subscription and exam payments is vitally crucial to the profession’s income and would have a serious impact on the financial position of the profession if not handled professionally, efficiently and effectively.

Knowledge and experience

  • Team player
  • Understanding and experience of customer service principles and practices
  • Strong customer service skills both written and verbal
  • Ability to communicate with all people 
  • Excellent attention to detail and accuracy
  • Flexible and adaptable in their outlook
  • Able to work on own initiative with minimal supervision
  • Must organise own workload and take responsibility/ownership 
  • Strong IT skills 
  • Compliance knowledge
  • Ability to multi task and prioritise.

Values and behaviours

The ideal candidate will be a collaborative team player who understands the value of fostering strong, positive working relationships both within their immediate team and across ºÚÁÏÕýÄÜÁ¿. They will appreciate the vital role our members play and approach interactions with our membership community with a proactive, solution-oriented mindset.

Additional information

Travel to other locations may be required.

IFoA’s values

The role holder must be an ambassador for and demonstrate ºÚÁÏÕýÄÜÁ¿ Values in all aspects of their work.

  • Member-focused: We put members at the heart of everything we do
  • Action-oriented: We work hard, we work smart, and we take pride in getting things done, valuing action over perfection
  • Forward- and outward-looking: We’re always looking to be bold and improve, innovate and take the next step
  • Team-driven: We work in partnership, advancing together as one IFoA

Alternative format and adjustments

Please email the HR Team if you require:

  • any information regarding our vacancies in an alternative format
  • any adjustments to support you to fully participate in any part of the application and recruitment process

Any information shared will be used only to enable us to make reasonable adjustments to support candidates to participate in the recruitment process. It will not inform selection decisions.

You can reach us at HRsupport@actuaries.org.uk.

Diversity, equity, and inclusion

The IFoA encourages applicants from a variety of backgrounds and experience and welcomes diversity with regard not only to protected characteristics but also diversity of thought. Diversity, equity and inclusion are more than just words for us. That’s why we are committed to creating a culture where everyone feels included and respected, and where no one is unfairly discriminated against. Consequently, we promote diversity, equity and inclusion in all our policies, practices and procedures, and actively encourage applications from a diverse range of potential candidates. All applications for our roles are considered on merit alone, and if you don’t meet all the criteria but believe you have something to offer, we want to hear from you. For more information on our commitments, please see our .

Related resources

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Contact us

If you have any questions for the HR Team, please email us.

We aim to respond to all initial enquiries within 3 working days.
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