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Form of work
SalaryPrimary objectives of the role:
Overall responsibility for managing all activity with PPL’s directly authorised clients (Clients) and appointed representatives (ARs), including managing and maintaining Client satisfaction levels and ensuring retention. Plays a key role in growing revenues by developing business with new prospects and existing Clients.
Key stakeholders:
Management of relationships with key internal and external stakeholders including PPL’s Board and Senior Management Team (SMT), immediate line manager and other PPL colleagues, Clients and ARs.
Key responsibilities:
- Qualification of new leads and development of opportunities with prospects and existing Clients.
- Full on-boarding of new Clients and ARs, post due diligence centrally.
- To act as the focal point of contact for all Clients and ARs within direct remit.
- Ensure that all Client Service Level Agreements (SLAs) are met, including conducting a client review process; providing feedback on audit outputs, giving regulatory updates and analysing management information from a variety of sources.
- Ensure that all Clients and ARs act in accordance with their contractual terms, and confirm that ARs are adhering to PPL’s Policies and Procedures, taking appropriate action where necessary.
- Conduct regular AR compliance reviews, ensuring that required actions are driven to completion.
- Review monthly contractual revenues from Clients and support PPL’s invoicing and recovery processes, maximising income and minimising debt.
- Renegotiate contracts with ARs and Clients at the end of their minimum terms, reviewing fees payable to PPL in line with pricing rate-cards for each cohort.
- Monitor competitor activity and provide intelligence updates to the business.
- Work collaboratively across the business to provide AR/Client updates to colleagues and the Board, work on/deliver cross-functional projects, support the processes for communicating with ARs/Clients.
- Develop and maintain a high-level understanding of the regulatory horizon and the FCA’s rules and guidance, and be able to communicate these and any subsequent changes to ARs and Clients.
- Adhere to the Senior Manager Conduct Rules.
- Identify where conduct risks might arise and report these into the Compliance and Risk Committee.
- Undertake other duties or projects not specified as deemed appropriate with this role.
Key competencies:
- Positive optimistic outlook.
- Open minded to change.
- Strong client facing people management skills.
- Strong organisational skills to manage all client facing tasks.
- Solid interpersonal and communication skills.
- Ability to communicate at all organisational levels from Board members to operational staff, both within AR/ Client organisations and PPL.
- Experience of Consumer Credit at a non-technical level.
- Strong influencer with 'can do’ collaborative team ethics.
- Has the ability to grow in-line with the Company’s growth plans.
Skills and Knowledge:
- Strong IT skills with a good understanding of the Microsoft Office suite, and the capacity to learn and harness the benefits of new systems.
- Ability to drive is desirable as the role involves some visits to ARs and Clients and to other meetings.
Salary and benefits package:
Competitive salary (DOE) and benefits including 25 days annual leave (rising to 28 with service), private health and wellness day.
Please note the role is based in Leeds but is a hybrid role working from home.
