What the Hiring Manager Says This is a fantastic opportunity to join a small but vibrant team of Third-Party Relationship Specialists. The principal responsibility of the role is to act as a point of contact between the firm and the various third-party companies, including pension trustees, offshore bond providers, investment platforms and intermediaries as well as providing overflow support when required to the Account Opening team on onboarding tasks. The role holder will work closely with internal departments to support them and provide excellent service to our Financial Adviser relationships and their clients. The interview will be a one stage process where you meet your hiring manager and the fellow member of the team. You need to be prepared to answer the competence-based questions. The company provides the opportunities to benefit from formal training and mentoring to further develop your skills and widen opportunities for development with the business. About the Role The Third-Party Relationships Support role is primarily based in our London office and the flexible working is available. We are seeking candidates who can demonstrate a good understanding of the products and services in the financial services market with excellent communication and relationship management skills. The candidates will service the existing relationships by taking ownership of day-to-day responsibilities to process the fee and payment requests from the providers, monitor the incoming messages to our central inboxes, respond to all providers and investment managers enquires in a timely manner and produce the daily reports. The candidate may also be asked to participate in additional project work and prepare the Power Point presentations for client meetings, when needed. About You Applications from people with diverse backgrounds enables our inclusive organisation to thrive. If you feel you don't match our job description exactly, why not take a chance on yourself and apply? You could be exactly what this role needs. The successful candidate will have a working knowledge of pension and offshore bond products either from within the Investment Management industry or from one of the product Providers. Holding the IOC is preferable and willingness to study towards this and other qualifications considered appropriate for the role. Ideally, the candidates will have at least 1 year of relevant experience and be familiar with the WDX CRM and the Figaro system or experience of working with a Client Relationship Management System on a regular basis. Our purpose is to help the generations today and tomorrow to prosper. That means we must guide people through the complexity of planning for their future, with the right financial advice and investment solutions, so that they can have more secure financial futures. In this ever-changing world, we see that our role in society has never been more meaningful, and we are committed to using our expertise and care to guide our customers through these challenging and unprecedented times. Our impressive talents and capabilities set us apart, but our unwavering commitment to our customers is what defines us. We truly believe that we have all the ingredients to be the very best in our industry, and we want great people with the care and creativity that we need, to help us get there. We are passionate about building an inclusive culture where everyone's contribution is valued, and our people can thrive. No matter what your role is or where you sit, your voice will matter. We hope you like what you hear and are interested in learning more about joining us. Core Benefits Holiday: 26 days Quilter Incentive Scheme: All employees are eligible to participate in our incentive scheme, based on the company's performance and their contribution to it Pension Scheme: 10% non-contributory company pension scheme that can be boosted through personal contributions Private Medical Insurance: Single cover as standard, cover can be increased at your own cost Life Assurance: 4x your salary, cover can be increased at your own cost Income Protection: 75% of salary payable after 26 weeks of absence In addition to our core benefits we offer a range of flexible benefits that you can choose from and pay for conveniently via a salary deduction.