Overview

Contracts Technician - Agents and Introducers

This is a part-time remote-based role requiring 18.5 hours per week. Hours are flexible within Monday to Friday 8:30am–5:00pm.

Purpose of the Role: This role joins the Counterparty Contracts team to deliver effective and compliant onboarding and ongoing management of Agent/Introducer relationships, including onboarding oversight, ongoing due diligence, and responding to business and regulatory changes impacting trading agreements.

Responsibilities

• Onboard new agents/introducers including reviewing requested documentation, performing due diligence and obtaining relevant approvals from internal key stakeholders.
• Address agent/introducer queries from internal and external sources (e.g., mergers and acquisitions, company name changes, address changes, and network member amendments).
• Arrange cancellation of agent/introducer ToBAs in line with FCA guidelines and Group procedures.
• Produce reports to feed management information to key stakeholders.
• Maintain effective controls to ensure all agents/introducers comply with regulatory standards, Group-wide policies and processes, and are not a financial risk (including regulatory and financial monitoring).
• Use external applications to manage and administer the agent/introducer database.
• Support and control any necessary agent/introducer tasks in relation to Group mergers and acquisitions.

Who we are looking for

We are ideally seeking someone with previous experience in a financial, insurance, compliance or legal role who is organised, confident, motivated, with a keen eye for detail. You will be proactive, focused, with a positive customer service attitude, and able to work under pressure while demonstrating integrity and assertiveness. Excellent communication skills, initiative, adaptability and resourcefulness are required.

Benefits

• Holiday entitlement of 26 days plus bank holidays (pro-rata for part time) and increasing with service.
• Opportunity to progress your career across the entire Ardonagh family
• Award-winning learning & development offering and support to obtain professional qualifications
• Pension scheme
• 24-hour Employee Assistance support for wellbeing
• Corporate perks such as discounted gym memberships, cinema tickets, shopping, Eyecare vouchers, cycle to work and more
• One day paid volunteering
• Ardonagh Community Trust (ACT) - donation matching
• The Spotlight Awards

Other information

Equal opportunities: We are an equal opportunities employer with a diversity, equity and inclusion strategy. We are committed to a working environment free from discrimination where people can bring their whole self to work.

Employment checks: If your application is successful, we will conduct relevant employment checks prior to you starting. These may include verification of recent employment, address, credit history and a standard criminal record check.

Note: We may close a vacancy prior to the publish end date if the required quality or number of applications has been received. No Agencies please.

Click here to see our standard benefits page