We’re looking for a detail oriented agency management administrator to support key regulatory and administrative processes. You’ll handle agent changes, references, transfers, terminations, and updates to records - ensuring full compliance with FCA and The Openwork Partnerships requirements. Your work will help maintain seamless service for clients, advisers and partners.
This role is based 2 days a week in the Swindon office.

• 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.