Partner & Affiliate Manager

Coast Specialist Recruitment
United Kingdom
From £25,000 to £30,000 per annum
30 Sep 2017
03 Nov 2017
Contract Type
Full Time

Partner & Affiliate Manager


·Responsible for generating and developing trading clients from new and existing leads.

·Provide Excellent Customer Support for Spread betting and CFD customers in line with Company policies and procedures and FCA regulation

Key Accountabilities/Responsibilities

·Sourcing new partner/affiliate business

·Converting leads into live trading accounts

·Facilitating account opening

·Acquiring assets and increasing revenue

·Review and develop process and operational improvements and projects

·Adhering to all company policies and procedures

·Achieve or exceed set targets

·High level of conduct, standards

·Provide proactive and excellent client service at all times

·Effective & efficient client support and query resolution

·Liaising and coordinating with internal departments

·Following Anti-Money Laundering policy and procedure

·Ensuring effective delivery of the service, meeting SLA standards

Key Activities

·Making all efforts to align Clients activities with the key performance indicators of the group.

·On-boarding new partners on a consistent basis

·Convert leads and potential clients into new accounts; ensure high quality interaction with potential clients.

·Perform outbound Welcome calls to new clients

·Provision of multi-lingual telephone and email support to clients, delivered in accordance with SLA’s and guidelines

·Assist existing clients to begin trading; ensure accurate administration of sales and account opening.

·Contact clients in regard to their CFD/Spread Betting enquiries.

·Answer client queries and educate them as to the benefits and risks of our services.

·Monitor competitor companies within related markets; share knowledge with colleagues.

·Adhere to all company policies and procedures, ensuring that all relevant compliance obligations are met.

·Attend trade exhibitions and seminars.

·Monitoring and reporting on client activities and provide relevant management information.

·Ensure that all activity is conducted in line with TCF requirements and FCA guidance

·Other general ad hoc duties.



·Financial markets knowledge (particularly FX, commodities and equities)

·Proven experience in on boarding and developing partner relationships

·Proven sales track record, ideally gained within financial services; ability to work to targets

·Excellent communication skills – verbal and written

·Self-motivated and driven; able to act on own initiative

·Methodical and organised approach

·Excellent Service

·Ability to work under pressure

·Strong judgement/Analysis

·Good interpersonal skills and ability to interpret regulatory and external requirements to real life situations


·Prior experience at a good level in Excel & Word

·Knowledge and experience of FCA regulatory process and the procedures particularly ‘Know Your client and ‘Treating Customers Fairly’

·An interest in the financial markets and trading.

·Knowledge & Expertise (relating to specialist knowledge and expertise required to undertake the role. May include knowledge of services and policies)


·Minimum 1-2 years’ experience within Financial Services


·Sales experience

·Knowledge and interest in financial markets

·Experience of Financial Spreadbetting and CFDs

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