Contract Services Advisor

4 weeks ago


Swindon, United Kingdom Reed Full time

We are seeking a Contract Services Advisor to join our team, 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-timeLocation: Swindon, Hybrid 2 days office-based and 3 days from home

  • 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.
Required Skills & Qualifications:
  • Experience in managing and administering practice succession planning and business restructures.
  • 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.
  • Legal liaison experience is advantageous.

To apply for the Contract Services Advisor position, please apply



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