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Form of work
SalaryWe are seeking a Contract Services Advisor at various levels to join our well-known Financial Services Network firm, offering technical advice and support to new and existing AR’s and Partners.
This role requires a balance of providing high-quality service while achieving the right commercial outcomes. The ideal candidate will have a strong background in relationship management, technical expertise in contracts and be adept at managing practice succession planning and business restructures.
Full-time
Location: Swindon, Hybrid 2 days office-based and 3 days from home
Salary: £28-38k plus 7.5% plus benefits
Job Role
- Provide technical advice face-to-face, in writing, and verbally to new and existing AR’s and Partners.
- Present information and updates to Partners/Advisers and within the business as required.
- Manage relationships with Key Accounts, acting as a subject matter expert on contracts and financial manuals.
- Monitor standard and non-standard offers and contractual arrangements for new and existing AR’s.
- Liaise with the FCA to gain appropriate authorisations as required.
- Work with Legal to progress, facilitate, and report on legal actions.
- Resolve contractual queries and provide technical advice to other business areas, Partners/Advisors, and Field Management.
- Applying to and liaising with, the FCA to gain the appropriate authorisations required.
- Liaising with Legal to progress, facilitate and report legal actions as required.
- Resolving contractual queries and providing technical advice to other business areas, Partners / Advisors and Field Management.
Required Skills & Qualifications:
- Previous Financial Service Experience
- Experience of operating in a busy and demanding multi-functional role.
- Experience of proactively managing a pipeline of work against SLAs and deadlines and complaint handling.
- Business awareness and service orientation.
- Good understanding of the Financial Services Industry, including Financial Conduct Authority, Consumer Duty, Data Protection, Anti Money Laundering and Vulnerable Customer principles and how to apply these to day-to-day processes.
- Broad understanding of Financial Services marketplace and competitors.
- Excellent working knowledge of internal systems and Microsoft office package; Word, Excel, PowerPoint, and Outlook as a minimum
- Ability to conduct due diligence and fit and proper assessments.
- Experience of operating in a busy and demanding multi-functional role.
- Experience of proactively managing a pipeline of work against SLAs and deadlines and complaint handling.
- Excellent relationship management and presentation skills.
