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Relationship Admin

Lokasyon: HORSHAM, WEST SUSSEX Maaş: 22000 - 26000 GBP Per Annum
Sektör: Sigortacılık Meslek türü: Sürekli
Çalışma Şekli: N/A Başvurular: N/A
Yayınlandı: 7 günler önce Referans numarası: 3141207
• Support the Third Party Relationship Manager with the ongoing maintenance of external relationships. This will include (but is not limited to) initial point of contact, control reporting, project assistance, relationship cultivation and other aspects of relationship management where required

• Support point of contact for third parties, to assist with general questions and queries regarding platform services.
• Ownership and execution of administrative processes relating to third parties
• Weekly and monthly reporting responsibilities to cover areas such as;
o DFM Management Information Reporting
o Monthly control reporting to review all periodic fee packages configured correctly
o Acceptable Asset Reviews for tax wrappers
o Other reporting as and when required
• Assist Third Party Relationship Manager with the production and maintenance of internal controls and procedures.
• Liaise with the Ops team, assist with questions and queries they may have relating to third parties.


• Experience of working within an admin role within financial services is essential
• Experience of relationship management desirable but not essential
• Previous knowledge of tax wrappers such as SIPPS, OFB’s, ONB’s, ISA’s is desirable
• Proven track record of working accurately within defined processes
• Competent in Microsoft Office, particularly Excel and competent doing pivot tables.
• Good numeracy and literacy skills  


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