Distribution Onboarding Specialist
Job Summary
We are looking for a highly organised and detail-focused Distribution Onboarding Specialist to support the effective delivery of Distribution operations. This role plays a key part in ensuring new intermediaries firms and advisers are onboarded accurately efficiently and in line with regulatory risk and business requirements.
You will manage the end-to-end onboarding registration and ongoing monitoring of intermediary partners helping to make sure new relationships are set up correctly from day one and continue to meet the required standards. Working closely with Distribution Risk & Compliance Operations and external partners you will provide reliable operational support maintain high-quality records and help deliver a consistent controlled onboarding experience.
If this sounds like you do apply!
The Company
OneFamily are an award-winning financial services company providing products and services that help modern families thrive.
We believe that finance isnt just personal. Every decision you make affects the people you care about most. Thats why we believe in creating products for modern families: the dual parents the divorced the single parents the live-in grandma and the mate that your kid calls Uncle - whatever family means to you.
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The Benefits
Did you also know that OneFamily have been listed as one of the best places to work by The Sunday Times!Click here to find out more.
Find out more about what its like to work with us by clicking here.
Documents
Required Experience:
IC
About Company
OneFamily is a mutual society offering Child Trust Funds, ISAs, Lifetime ISAs, Junior ISAs, Tax-Exempt Savings Plans and Over 50s Life Cover.