Contracts Technician - Agents and Introducers

This is a part time role, requiring 18.5 hours per week. Flexibility is available as to how these hours are worked within Monday to Friday 8.30-5pm.
Purpose of the Role
This exciting remote based opportunity has arisen to join our Counterparty Contracts team who have an expanding portfolio so there are exciting opportunities and challenges now and upcoming.
This role will deliver effective and compliant onboarding and continued management of Agent/Introducer relationships including oversight and management of the onboarding process, ongoing due diligence of existing relationships and responding to business and regulatory changes impacting trading agreements.
What you will do
This is an overview and not an exhaustive list of responsibilities. Collaborating with your Line Manager, you will develop your own objectives but focus on all of the following and more.
- Onboard new agents/introducers including reviewing requested documentation, performing due diligence and obtaining relevant approvals from internal key stakeholders.
- Deal with agent/introducer queries from internal and external sources including mergers and acquisitions, company name changes, change of addresses and network member amendments.
- Arrange cancellation of agent/introducer ToBAs in line with FCA guidelines and Group procedures.
- Produce reports to feedback 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. This includes regulatory and financial monitoring.
- Using external applications to manage and administer 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 an organised, confident, motivated individual with a keen eye for detail. You will be proactive, focused with a positive customer services attitude, whilst being able to work under pressure and demonstrate integrity and assertiveness. Excellent communication skills, ability to use your initiative, be adaptable and resourceful are all key skills required.
In return you will be welcomed and supported by our Ardonagh family joining an organisation that cares about you as a person and your wellbeing. Some of the other benefits are:
- 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 to enhance your knowledge and career prospects
- Pension scheme for when you feel it’s time to retire
- 24-hour Employee Assistance support for you and your family’s physical and mental wellbeing
- Corporate perks such as discounted gym memberships, cinema tickets, shopping, Eyecare vouchers, cycle to work and much more
- One day paid volunteering to give back to our communities
- Ardonagh Community Trust (ACT) - raising funds for charity with donation matching in your local community
- The Spotlight Awards, where we celebrate the best of the Ardonagh Group and all the bright talent across our business.
We offer genuine potential for both personal and professional development, come and be part of our story and help us shape our future. So, what are you waiting for? Apply today and one of our team will be in touch.
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Everywhen is an equal opportunities employer, with a growing and thriving diversity, equity and inclusion strategy; we are committed to a working environment that is free from discrimination, is inclusive, and empowers our people to bring their whole self to work and reach their full potential.
If your application is successful, we will conduct relevant employment checks prior to you commencing employment with us. These will include verifying your recent employment, address, credit history and a standard criminal record check.
Please 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.
- Department
- Other Head Office / Central Services
- Role
- Risk & Compliance
- Locations
- Homebased
- Remote status
- Fully Remote
- Employment Types
- Permanent, Part Time
- Salary
- 18.5 hours - up to £12,121
- Job Reference
- 337934
About Everywhen
Our journey is a story of continuous growth and evolution.
As the UK-based broking and advisory heart of the Ardonagh Group, Everywhen unites a nationwide network with a strong local touch — powered by over 4,500 talented individuals across more than 140 hubs.