Third Party Relationship Support (Fintech)

TL;DR

Third Party Relationship Support (Financial Services): Supporting the onboarding and management of external financial advisers and intermediaries within a wealth management framework with an accent on regulatory compliance, due diligence, and CRM data accuracy. Focus on optimizing onboarding workflows, resolving complex intermediary queries, and coordinating between distribution, legal, and operational teams to ensure high service levels.

Location: Hybrid in London, UK

Company

hirify.global Cheviot is one of the UK’s largest wealth management firms offering expert discretionary investment management and financial advice to private clients and professional partners.

What you will do

• Assist the Intermediary Relationship Coordinator with the onboarding of external advisers, including conducting initial due diligence and managing terms of business.
• Manage day-to-day queries from existing relationships, processing adviser changes (including novation) and updating internal systems.
• Monitor communication channels to ensure inquiries are handled efficiently and escalated to prevent customer detriment.
• Collaborate with Distribution, Marketing, Legal, and Operational teams to provide high-quality service to financial adviser relationships.
• Identify and suggest process improvements to reduce errors, delays, and inefficiencies.
• Provide overflow support to the Pensions and Offshore Bonds Team on an ad-hoc basis.

Requirements

• Working knowledge of the UK financial services market and the regulatory environment.
• Experience within the Investment Management industry or Independent Financial Adviser firms.
• Experience with CRM systems; familiarity with WDX CRM and/or JHC Figaro is an advantage.
• Relevant Financial Services qualifications or a willingness to study towards them.
• Must be based in London for a hybrid work arrangement.

Culture & Benefits

• Annual leave of 26 days (182 hours).
• Eligibility for the hirify.global Incentive Scheme based on business and individual performance.
• Non-contributory company pension scheme with options for personal contributions.
• Private Medical Insurance (single cover as standard) and Life Assurance (4x salary).
• Income Protection covering 75% of salary after 26 weeks of absence.