Third Party Relationship Administrator
Grade: Coordinator/Administrator
Manager’s Name: Danielle Lind
Salary: £24,480
The salary advertised is a guide based on our current reward architecture, the salary offered would be within the salary range for the role. If you are submitting an application for a lateral move, i.e. a move to a role at the same grade, there is no automatic/guaranteed salary increase.
How You’ll Help Shape Brighter Futures with Wesleyan
Make a Difference in the Third Party Relationship Team.
We are looking for a highly organised and customer-focused Third Party Relationship Administrator to join our Third Party Relationship Team. This is an excellent opportunity for someone who enjoys managing multiple cases, coordinating with a range of stakeholders and delivering excellent customer outcomes within a supportive and collaborative environment.
Your Impact
Here’s how you’ll make a difference:
As a Third Party Relationship Administrator, you will play a key role in supporting the processing of mortgage, protection and annuity applications through to completion, helping to deliver excellent outcomes for customers, advisers and business partners.
You will be responsible for:
- Processing mortgage, protection and annuity applications through to completion, ensuring service standards are met.
- Managing customer cases and obtaining outstanding information and documentation to keep applications progressing.
- Liaising with advisers, customers and third-party providers to resolve queries in a professional and timely manner.
- Monitoring applications and proactively chasing updates from providers and suppliers where required.
- Maintaining accurate records across internal systems to support reporting, audit and compliance requirements.
- Supporting customers and colleagues with application updates and progress throughout the customer journey.
- Taking ownership of customer and adviser queries, ensuring issues are resolved efficiently and accurately.
- Delivering excellent customer outcomes while working within company procedures and regulatory requirements.
What You’ll Bring
Essential
- Previous administration, customer service or case management experience.
- Strong organisational skills with the ability to manage multiple priorities.
- Excellent communication skills, both verbal and written.
- High levels of accuracy and attention to detail.
- Strong customer service and relationship-building skills.
- Ability to work effectively with a range of internal and external stakeholders.
- Proactive, self-motivated and able to take ownership of tasks.
- GCSEs (or equivalent) including English and Maths.
Desirable
- Experience managing customer applications or cases from start to finish.
- Experience within financial services, insurance, legal, professional services or customer operations environments.
- Experience liaising with external suppliers, providers or business partners.
- Experience maintaining records across multiple systems and databases.
- Understanding of working within a regulated or compliance-led environment.
- Experience supporting process improvement or quality assurance activities.
Growing at Wesleyan
We’re building a culture where everyone belongs. Diversity isn’t just a policy—it’s part of who we are. Whatever your background, we want you to feel valued and empowered to thrive. With over 35% of our vacancies being filled by internal colleague moves, we are committed to supporting your development within the business.
If you need reasonable adjustments during the recruitment process, just let us know—we’re here to support you.
Ready to Shape Your Future?
Please discuss your application for this role with your line manager before applying for this position, so that we can support your progression and development.
What to Know Before Applying
Please note: We are giving priority interview opportunities to colleagues whose current roles are At Risk of Redundancy. If we receive interest for this role from this group of colleagues who demonstrate the minimum criteria, they will be considered first.
We’re proud supporters of the ABI Making Flexible Work campaign, which means we’re open to discussing flexible working, job shares, and part-time options.