Contract Services Advisor

We are seeking a Contract Services Advisor to join our team, offering technical advice and support to new and existing AR’s and Partners.

This role requires a balance of providing high-quality service while achieving the right commercial outcomes. The ideal candidate will have a strong background in relationship management, technical expertise in contracts and be adept at managing practice succession planning and business restructures.

Full-time

Location: Swindon, Hybrid 2 days office-based and 3 days from home

• Provide technical advice face-to-face, in writing, and verbally to new and existing AR’s and Partners.
• Present information and updates to Partners/Advisers and within the business as required.
• Manage relationships with Key Accounts, acting as a subject matter expert on contracts and financial manuals.
• Monitor standard and non-standard offers and contractual arrangements for new and existing AR’s.
• Liaise with the FCA to gain appropriate authorisations as required.
• Work with Legal to progress, facilitate, and report on legal actions.
• Resolve contractual queries and provide technical advice to other business areas, Partners/Advisors, and Field Management.

• Experience in managing and administering practice succession planning and business restructures.
• Ability to conduct due diligence and fit and proper assessments.
• Experience of operating in a busy and demanding multi-functional role.
• Experience of proactively managing a pipeline of work against SLAs and deadlines and complaint handling.
• Excellent relationship management and presentation skills.
• Legal liaison experience is advantageous.

To apply for the Contract Services Advisor position, please apply!