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Membership Coordinator

Job description

Job Grade: 6

Closing date: 21 June 2019

Job title of line manager: Membership Manager

Contract type: Fixed term, 6 months

Location: Edinburgh

How to apply

To apply for this role, please send your CV and a cover letter to:

Purpose of job

The Membership Team acts as the main conduit for income to the profession and as part of that team the post holder holds a key role ensuring that income to the profession in respect of subscriptions and Practising Certificates is properly allocated. The Team are also responsible for the monitoring of compliance with the CPD Scheme and administration of the Practising Certificate Regime.

Overview of General Counsel Directorate Function

The General Counsel directorate is responsible for delivering the IFoA's regulatory strategy, in the public interest. This includes considering and granting applications for practising certificates and monitoring compliance with our CPD regime.

This role includes responsibility for:

  • Subscriptions payments
  • Practising Certificates
  • CPD Monitoring and compliance
  • Members personal details on the database
  • Mutual Recognition Applications
  • List of Actuarial Advisers maintenance and fees
  • Ad hoc General Counsel projects
  • Vetting of criteria for various application types

Principal accountabilities

  • To assist in the co-ordination and implementation of the subscription campaign each year which involves planning and organising the changes to rates, rules and categories. Also assisting in co-ordinating the mailing to members. Dealing with all applications for reduced subscriptions ensuring criteria met. Using discretion in granting such.
  • 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 apply surcharges appropriately and initially deal with members who oppose such.
  • To reconcile BACs payments, credit card payments and direct debits. Solving problems and investigating missing and incorrect payments. Working with members, employers and bankers to resolve.
  • To assist in delivering high level support for members who require a Practising Certificate.
  • Collecting and allocating Practising Certificate income of over £1m.
  • Checking all Practising Certificate applications received to ensure that they are completed with sufficient information for a decision to be made on suitability of the applicant. Checking CPD undertaken is compliant and relevant.
  • To deal with requests from members for reinstatement to the profession. Ensuring that the policy is adhered to, giving guidance to the member as required.
  • To provide ad hoc support as necessary to projects undertaken from time to time by the directorate.
  • To be responsible for applying processes in connection with CPD monitoring. This requires attention to detail in checking the evidence produced by members.
  • To deal with members enquiries by telephone and email.
  • To understand and be able to apply the mutual recognition agreements when applications are received.  Applying judgement and initiative to ensure all applications are scrutinised and that any adaptation period or exam has been assessed or passed.   Each agreement is different so attention to detail is paramount.
  • To process applications In connection with the List of Actuarial Advisors which is a web based interface. Making additions and corrections as necessary, sending out and dealing with payment of invoices.
  • Updating the membership pages on the website.

Main contacts


  • Membership Manager, Subscriptions and administration, as line manager
  • Membership Manager, Practising Certificates
  • Head of Membership
  • General Counsel
  • Finance
  • Education Services


  • Members and their employers 
  • Other Actuarial Bodies
  • Actuarial Companies in relation to the List of Actuarial Advisers


  • Determine whether to grant reduced subscription rate against criteria
  • Determine whether to grant Partial Regulation against criteria
  • Vetting and making decision on reinstatement applications to full membership and confirming such.
  • Scrutinise CPD evidence provided to ensure that it meets the requirement set out in the CPD Scheme.
  • Signing off CPD audits without recourse to manager
  • Acceptance of completed PC applications
  • Acceptance of information to allow a CRB check to be carried out.
  • Prioritising a constantly changing workload allocating time appropriately. Raising priority issues upwards as appropriate.
  • Scrutinise Mutual Recognition applications and supporting documentation to ensure all criteria met.


  • On a daily basis the team interact with members by e-mail and by phone. Each enquiry varies from call to call, the team therefore need to use good investigation and influencing skills to resolve issues but above all need tact, diplomacy and very strong customer care skills.
  • Membership team often receive payments which are not easily allocated, so liaison with employers and other internal departments is essential to rectify and reconcile payments.  This is especially so in dealing with the complexities of BACs.
  • Balancing demands of a varying workload
  • Supporting Membership Manager to ensure deadlines are met
  • Take responsibility for providing information and advice to members over a variety of areas, in an appropriate manner within agreed deadlines.


  • The team is one of the main interfaces with the membership and must operate as smoothly as possible to ensure members maintain their faith in the profession as an organisation.
  • Income from subscription payments is the main stay of the profession’s income and would have a serious impact on the financial position of the profession if not handled timeously.
  • Practising Certificates are a very high profile area where the impact could be serious if a certificate was issued in error so attention to detail is absolutely paramount.
  • CPD, as part of the regulatory function of the profession is a mandatory requirement of all practising actuaries and monitoring is essential.

Knowledge and experience


  • Must be able to work as part of a team
  • Very strong customer service skills both written and verbal
  • Ability to communicate with people at all levels
  • Excellent attention to detail and accuracy
  • Flexible and adaptable in their outlook
  • Able to work on own initiative with minimal supervision
  • Must be able to organise own workload and take responsibility/ownership
  • Good IT skills
  • Some compliance knowledge
  • Ability to multi task


  • Experience of working with a membership database

Values and behaviours

  • Professional
  • Accountable
  • Collaborative
  • Supportive

The role holder will require to demonstrate each of the values of Community, Integrity and Progress in accordance with the IFoA‘s Values and Behaviours framework.


Contact Details

HR Team

We aim to respond to all enquiries within three working days.

Filter or search events

Start date
E.g., 18/06/2019
End date
E.g., 18/06/2019

Events calendar

  • Pensions Conference 2019

    Bristol Marriott Hotel City Centre, 2 Lower Castle Street, Old Market, Bristol, BS1 3AD
    18-19 June 2019
    Spaces available

    Five plenaries and 13 workshops cover current topics and industry trends in the Pension sector with the opportunity to develop your network at the pre-conference evening dinner (18 June).  There is also a day ticket option available for the 19 June. 

  • KSS event – FinTech and The Actuarial Profession

    EY, Atria One, 144 Morrison Street, Edinburgh
    19 June 2019

    Spaces available

    This KSS talk from FinTech Scotland's CEO will explore the mission to create an integrated Fintech ecosystem through provision of funding, support, infrastructure and talent that recognises and responds to the needs of all stakeholders - and the overarching aim for Scotland to be one of the top 5 Fintech global leaders by 2020.

    To book your place, please email 

  • Current Issues in General Insurance (CIGI) 2019

    Inmarsat, 99 City Road, London, EC1Y 1BJ
    19 June 2019

    Fully booked.

    CIGI is a well-established one-day seminar designed to increase awareness and encourage discussion on a variety of topical issues across the general insurance industry. 

    There will be an excellent and diverse line-up of speakers to provide a variety of perspectives and challenge covering technical and professional areas. 

  • Cass Event – New Thinking about Deferred Annuities

    Cass Business School, Executive Education Facilities 200 Aldersgate St, London EC1A 4HD
    25 June 2019

    Spaces available

    Our motivation for discussing this important subject comes from some exciting recent research which has analysed the impact of behavioural factors on the decision to purchase an annuity. This work has shown that behavioural factors can explain the well-known low demand for immediate annuities but this research also identifies an important opportunity in relation to deferred annuities (DA). The research suggests that these factors lead to positive incentives to purchase a DA and that, for longer deferred periods, a DA could be an attractive product for both consumers and insurers.

  • IFoA/SAS Joint Professional Skills Training – Singapore

    Room 903, NTUC Centre, Level 9, One Marina Boulevard, Singapore 018989
    25 June 2019

    Spaces available

    The Institute and Faculty of Actuaries (IFoA) and Singapore Actuarial Society (SAS) are organising a joint Professional Skills Training (PST) in Singapore. This session is suitable for actuaries working in any area (i.e. it is not specifically aimed at Life, GI or any other technical discipline) and is interactive, so you should come along prepared to take part in the discussions.

  • Webinar Series: Risk and Investment Conference 2019, 26 June

    These are online webinar events.
    26 June 2019

    Spaces available

    The IFoA’s Risk Management and Finance and Investment Boards are delighted to host a series of webinars covering a range of topical and trending topics ranging from climate related risks to Brexit.

  • AGM and Presidential Address 2019 + Volunteer and Member Drinks Reception

    The Hub  Castlehill Edinburgh EH1 2NE
    26 June 2019

    Spaces available

    Notice is hereby given that the ANNUAL GENERAL MEETING of the INSTITUTE AND FACULTY OF ACTUARIES will be held at The Hub, Edinburgh on Wednesday 26 June 2019 at 16.30 (Preceded by tea from 16.00) and followed by a PRESIDENTIAL ADDRESS given by John Taylor.

  • IFAM event - Actuarial Teachers’ & Researchers’ Conference 2019

    Institute for Financial and Actuarial Mathematics Department of Mathematical  Sciences The University of Liverpool Mathematical Sciences Building Peach Street Liverpool, L69 7ZL
    27 June 2019 - 29 June 2019

    Spaces available

    The Institute for Financial and Actuarial Mathematics (IFAM) at the University of Liverpool is pleased to host the 2019 Actuarial Teachers’ and Researchers’ Conference from 27-28 June 2019. This annual two-day event has been running annually now for many years, each time hosted by a different university, and provides all those interested in actuarial research and education a great opportunity to share their ideas and catch up on the latest developments.

  • IFoA/ASM Joint Professional Skills Training – Kuala Lumpur

    Menara AIA, Auditorium, 99 Jalan Ampang, 50450, Kuala Lumpur
    28 June 2019

    Spaces available

    The Institute and Faculty of Actuaries (IFoA) and Actuarial Society of Malaysia (ASM) are organising a joint Professional Skills Training (PST) in Kuala Lumpur. This session is suitable for actuaries working in any area (i.e. it is not specifically aimed at Life, GI or any other technical discipline) and is interactive, so you should come along prepared to take part in the discussions.

  • SIAS: The Impact of Air Pollution on Health and Life Expectancy

    Staple Inn Hall, High Holborn, London, WC1V 7QJ
    2 July 2019

    Spaces available

    Air pollution has gained increasing attention lately. Nicola Oliver, head of longevity and mortality research for Medical Intelligence, will discuss not only the impacts of air pollution on health and life expectancy but also how as an industry we should be addressing it.

  • Spaces available

    The actuarial profession has much to offer the world of banking. In this webinar actuaries with experience in various fields of banking will talk about the opportunities there are in banking; describing the actuarial aspects of the work they do as well as other roles within their area of banking.

  • Implications of 2019 IFRS 17 Exposure Draft

    Staple Inn Hall, High Holborn, London, WC1V 7QJ
    24 July 2019

    Spaces available

    Towards the end of June, the International Accounting Standards Board (IASB) is expected to publish an Exposure Draft (ED) of limited changes to its insurance contracts standard IFRS 17, effective date 2022. To help IFoA members, the IFoA’s cross-practice Financial Reporting Group (FRG) is hosting an event at Staple Inn covering these developments. 

    For more information on the FRG please visit this webpage

  • KSS event – The Regulatory Perspective

    Deloitte Saltire Court 20 Castle Terrace Edinburgh EH1 2EG
    5 September 2019

    Spaces available

    This KSS talk, presented by the FCA Head of Department in Scotland, will focus on the following 3 main areas:

    • FCA business plan priorities
    • The future of regulation
    • FCA Engagement in Scotland
  • Sessional Research Event - Risk Margin Working Party

    Staple Inn Hall, High Holborn London, WC1V 7QJ
    9 September 2019

    Spaces available

    For life insurers in the UK, the risk margin is one of the most controversial aspects of the Solvency II regime. Following its implementation, the risk margin came under considerable criticism for being too large and too sensitive to interest rate movements. These criticisms are particularly valid for annuity business – such business is of great significance to the national system for retirement provision. This criticism has led to political interest, and the risk margin was a major element of the Treasury Committee inquiry into Solvency II.

  • GIRO Conference 2019

    EICC, The Exchange, 150 Morrison St, Edinburgh EH3 8EE
    24-26 September 2019
    Spaces available

    GIRO is attended annually by over 800 delegates and speakers who are keen to discuss key topics such as Pricing, Reserving, Modelling and the future of the insurance industry. GIRO 2018 was a huge success and we have opened bookings early for what we hope will be another brilliant conference at the EICC in Edinburgh this year. 


  • Autumn Lecture 2019, London - Rt Hon Nicky Morgan MP

    Lincoln's Inn The Treasury Office, London WC2A 3TL
    2 December 2019

    Spaces available

    The IFoA is pleased to announce that this year’s Autumn Lecture will feature the Rt Hon Nicky Morgan MP as its guest speaker.  Nicky has previously served as Financial Secretary to the Treasury and Minister for Women. She now chairs the Treasury Select Committee whose remit is to examine the expenditure, administration and policy of HM Treasury, along with all of its agencies and associated bodies.