Agency Management Administrator

The opportunity

We're looking for a detail oriented agency management administrator to support key regulatory and administrative processes. You'll handle agent changes, transferring clients between advisers within a firm - ensuring full compliance with FCA and The Openwork Partnerships requirements. Your work will help maintain seamless service for clients, advisers and partners.

This is a 12 month FTC and is based 2 days a week in the Swindon office.

The benefits:

• Salary - up to £26,000
• Bonus scheme - on target bonus - 7.5%
• Pension scheme - contribute up to 5% of your salary and Openwork will match you and put in an extra 5%
• Critical illness cover
• Income protection - 1x salary
• Death in service - 4x salary
• 27 days holiday + bank holidays, with the opportunity to buy up to an additional 10 days
• A range of other flexible benefits to include private medical insurance, dental insurance and much more.

Your responsibilities will include:

• Being responsible for the administration of The Openwork Partnership and Owl Contract Terminations, including AR's, Principals, PFAs and IARs.
• The Openwork Partnership and Owl Contract Suspensions, completing the required actions, accurate and timely communications and notifications to all relevant parties.
• Administering 'fit and proper' and non-standard terminations and suspensions, including accurate, timely and approved communications and notifications.
• Completion of Agent Change requests within SLA, ensuring relevant timely notifications are sent to the Regulator, internal departments and external providers.
• Pro-active administration of The Openwork Partnership and Owl Agent and Client Transfers, working alongside a Contracts.
• Be proactive with product manufacturers, ensuring prompt resolution of required changes within turnarounds.
• Maintain high quality records and documentation to clearly and concisely support decisions.
• Maintain procedures and annual review of content to ensure up to date and fit for purpose.
• Provide training and coaching and acting as a Mentor for new joiners or existing staff as and when required.
• Manage all work tasks to expected levels of quality, while keeping them in agreed SLA's.

What will you need to succeed?

• Data entry experience
• Experience working with internal and external systems
• Strong written and verbal communication skills
• Attention to detail
• The ability to work under pressure and manage conflicting priorities, whilst delivering to consistently high standards
• Technical knowledge used to resolve issues and find solutions for customers
• Good organisation and the ability to manage a range of tasks with conflicting priorities
• Excellent working knowledge of Microsoft office package and internal systems preferable
• Operating in a busy and demanding role
• Financial Services experience is desirable
• The ability to handle potentially sensitive and confidential information.

Why us?

We're a dynamic, fast-paced and growing business with huge ambition. This is all made possible by the brilliant people who are part of The Openwork Partnership family. We're investing heavily in the development of our people, continuously striving to give them the platform to reach their full potential.

We're also very proud of our culture, having placed in the Top 100 Best Companies to work for again in 2021. The Openwork Partnership values and respects individuality and we are committed to building an inclusive culture and environment where you can balance a successful career with your commitments and interests outside of work. We believe that you will bring your best self to work if you are trusted to choose when, where and how you do it.

On top of offering a modern workplace with bags of development opportunities, we also offer a highly attractive benefits package to reward you for your hard work. This includes a competitive base salary, annual bonus, enhanced pension, critical illness cover, income protection and a range of other flexible benefits.