Role Overview
- Coordinate day-to-day operational support for partnerships
- Track activity, manage purchase orders, and maintain accurate audit records
- Produce and deliver management information (MI) and reports
- Support planning and delivery of events, webinars, and conferences
- Manage bookings, schedules, attendance tracking, and communications
- Provide live support during virtual events and assist with troubleshooting
- Prepare and proofread event materials, ensuring everything is accurate and ready
- Help deliver lender marketing activity in collaboration with the Marketing team
- Maintain trackers, update activity status, and support timely invoicing
- Manage queries via the Marketing inbox and assist with content preparation
- Produce accurate and timely reporting for internal teams and lender partners
- Support MI packs, including aged debtor reporting and performance insights
- Maintain data integrity and carry out operational audits
- Ensure activity is correctly recorded and ready for billing
- Support invoicing, reconciliation, and aged debtor processes
- Work closely with Finance to maintain accuracy and meet deadlines
- Maintain CRM records and ensure compliance with operational processes
- Support continuous improvement by identifying efficiencies and enhancements
- Assist with ad-hoc tasks, projects, and process reviews
Requirements
- Strong organisational and administrative skills with excellent attention to detail
- Ability to manage multiple priorities and deadlines effectively
- Clear and confident communication skills (written and verbal)
- Solid IT skills, including Excel and PowerPoint
- Experience in financial services, mortgages, or a regulated environment
- Exposure to events, marketing operations, or campaign delivery
- Familiarity with invoicing, financial administration, or MI reporting
Benefits
**Location: ****This is a hybrid role
- where you'll need to be able to spend up to 3 days each week in our Huddersfield office.****
**Right to Work: **
Applicants must already hold a legal right to work in the UK without time restrictions and without the need for future sponsorship. We are unable to provide Skilled Worker visa sponsorship.
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