Oversight and Account Manager – Leeds area

Leeds, Yorkshire
Product Partnerships Ltd

The Business

Product Partnerships Ltd (PPL) is a highly respected compliance consultancy working within the consumer credit sector assisting firms that must adhere to the regulations of the Financial Conduct Authority (FCA)

Primary objectives of the role:

Responsible for overseeing PPL’s activities with its directly authorised clients (Clients) and appointed representatives (ARs), including managing, maintaining Client satisfaction levels, and ensuring retention. Instrumental in growing revenues by developing business with new prospects and existing Clients while playing a key role in ensuring Clients and ARs always act compliantly.

Key stakeholders:

Management of relationships with key internal and external stakeholders including PPL’s Board and Senior Management Team (SMT), immediate line manager and other PPL colleagues, Clients and ARs.

Key responsibilities:

• Development of opportunities with new prospects and existing Clients.
• Management of the on-boarding process of new Clients and ARs, post due diligence.
• To function as the focal point of contact for all Clients and ARs within direct remit.
• Ensure that all Client Service Level Agreements (SLAs) are met, including conducting client reviews, providing feedback on audit outputs, giving regulatory updates, and analysing management information from a variety of sources.
• Ensure that all Clients and ARs act in accordance with their contractual terms and confirm that ARs are adhering to PPL’s policies and procedures, taking appropriate action where necessary.
• Conduct regular AR compliance reviews, ensuring that required actions are completed.
• Review monthly contractual revenues from Clients and support PPL’s invoicing and recovery processes, maximising income, and minimising debt.
• Renegotiate contracts with ARs and Clients at the end of their minimum terms, reviewing fees payable to PPL in line with pricing rate-cards for each cohort.
• Monitor competitor activity and provide intelligence updates to the business.
• Work collaboratively across the business to provide AR/Client updates to colleagues and the Board, work on/deliver cross-functional projects, support the processes for communicating with ARs/Clients.
• Develop and maintain a high-level understanding of the regulatory horizon and the FCA’s rules and guidance and be able to communicate these and any subsequent changes to ARs and Clients.
• Adhere to the Senior Manager Conduct Rules.
• Identify where conduct risks might arise and report these into the Compliance and Risk Committee.
• Undertake other duties or projects not specified as deemed appropriate with this role.

Key competencies:

• Experience of consumer credit at a non-technical level.
• Positive optimistic outlook with a professional, polished, and structured approach to account management.
• Open minded to change, and capable of influencing others to deliver and manage change.
• Strong client facing people management skills.
• Strong organisational skills to manage all client facing tasks.
• Solid interpersonal and communication skills.
• Ability to communicate at all organisational levels from Board members to operational staff, both within AR/Client organisations and PPL.
• Strong influencer with ‘can do’ collaborative team ethics.

Skills and Knowledge:

• Strong IT skills with a good understanding of the Microsoft Office suite, and the capacity to learn and harness the benefits of new systems.
• Ability to drive is desirable as the role involves some visits to ARs and Clients and to other meetings.

Salary and benefits package:

Competitive salary (DOE) and benefits including 25 days annual leave (rising to 28 with service), private health and wellness day.

Please note the role is based in Leeds but is a hybrid role working from home.