Intermediary Support Coordinator

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Working with all Group Business Units (BUs) to ensure the efficient take-on of new intermediaries, supporting the ongoing monitoring of intermediary relationships and satisfying all relevant due diligence requirements.


  • Liaising with new and existing intermediaries with a view to ensuring an efficient take-on process.
  • On-going contact with intermediaries, Business Development & BUs, ensuring they remain informed on progress.
  • Working with Compliance & the Marketing team to ensure all relevant literature and documentation is provided in a timely manner.
  • Conducting preliminary due diligence checks as defined by relevant Compliance Team, collating the relevant supporting documentation & creating an “Approval Pack” ready for Director sign off.
  • Undertaking annual relationship reviews/renewals according to STM Group’s Onboarding Policy
  • Working with the Compliance Team to manage the data that supports the ongoing monitoring of intermediary relationships.
  • Coordinating all aspects of data management within Salesforce in order to have a central register for intermediary data.
  • Champion the front-end of the BOSS system and train and guide intermediaries with respect to the electronic application process.
  • Be a point of contact for all general (non-client) queries


  • Excellent command of written and spoken English language with strong interpersonal skills.
  • Confident in taking a leading role when liaising with new business partners & internal departments/subsidiaries.
  • Exceptional administrative and organisational skills including the coordination of other BUs where required.
  • Team worker with demonstrable ability to use initiative and work with minimum supervision.
  • Ability to work to deadlines.
  • Positive and enthusiastic with a can-do attitude.


  • A basic understanding of Life, Fiduciary and Pension products.
  • Experience in working in a similar role dealing with third-party business introducers and being a key first contact representative in a demanding environment.
  • An understanding of the importance of regulations in the context of international financial services.
  • Conversant with MS Office, Google Documents, Salesforce, and main office productivity software including CRM tools.
  • Previous experience working with or part of a compliance team would be desirable.


  • Previous experience of working in an information management role with multiple stakeholder groups
  • Experience of presenting to boards
  • Knowledge of CRM data and database and cloud-based systems
  • Understanding of data security and other compliance responsibilities
  • Experience of commissioning services from third parties and managing relationships with suppliers and contractors
  • Ability to translate organisational direction into a specific team and individual job expectations, managing performance through effective monitoring, coaching, and feedback


  • Intermediaries, which could include financial advisers, introducers, platforms, and investment houses
  • All relevant subsidiary companies, specifically all pensions divisions, STM Life, LCA, and FML
  • All subsidiary Compliance teams
  • Group Distribution personnel

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