The Third Party Management Support Analyst is responsible for providing operational and administrative support to the Third Party Management (TPM) function across the full supplier lifecycle. The role supports supplier onboarding, due diligence, supplier record management, in-life monitoring, governance, management information, renewals and exit planning, helping to ensure TPM activities are completed consistently, accurately and within required timescales.

The role works within the TPM Team, Relationship Owners and other stakeholders to coordinate activities, maintain high-quality supplier records and supporting evidence, track actions and support the effective operation and continuous improvement of TrinityBridge's Third Party Management framework.

Key responsibilities

Provide day-to-day administrative support to the Third Party Management (TPM) function, supporting the effective operation of the TPM framework and ensuring activities are completed in line with policies, procedures and agreed timescales.
Maintain and administer the TPM system, ensuring supplier records, documentation, risk assessments, approvals, review dates and other key information remain accurate, complete and up to date throughout the supplier lifecycle.
Support supplier onboarding activities by coordinating the collection of required information, documentation and due diligence, escalating queries, gaps or risks to the appropriate stakeholders.
Assist with supplier due diligence, risk assurance and ongoing monitoring activities, including gathering and recording evidence, coordinating stakeholder input, tracking actions and remediation activities, and maintaining associated records.
Support with the coordination of periodic supplier reviews and in-life monitoring activities, including requesting information, tracking responses, updating records, identifying overdue actions and escalating issues where required.
Support the development, maintenance and periodic review of supplier exit plans, ensuring plans, supporting evidence and material updates are appropriately documented and recorded.
Maintain TPM trackers, action logs, review schedules and management information, identifying data-quality issues, overdue activities and areas requiring escalation or follow-up.
Support with the production and collation of management information, reports and governance packs within agreed timescales, highlighting key risks, trends, gaps and areas of concern to the TPM Team.
Provide administrative support for supplier governance activities, including supplier meetings, performance reviews, change management, contract renewals, exit planning and transitional arrangements.
Support supplier performance management activities by maintaining performance data, recording issues, tracking remediation actions and supporting Relationship Owners in managing supplier relationships in line with TPM requirements.
Assist Relationship Owners with supplier selection, onboarding and lifecycle management activities, ensuring appropriate TPM processes, controls and documentation are followed.
Support the Third Party Oversight Committee (TPOC) Secretary with the preparation of agendas, papers, management information and meeting documentation, including recording and tracking agreed actions.
Support continuous improvement initiatives by assisting with TPM system enhancements, testing, process improvements and identifying opportunities to improve the efficiency, consistency and quality of TPM data and administration.

Regulatory responsibilities | Compliance/T&C

Ability to demonstrate an understanding of the regulatory framework relevant to the role, whilst practising effective risk management taking account of outcomes for clients.
Understand, follow and demonstrate compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business. Follow principles and rules of the Financial Conduct Authority (FCA) and the internal requirements set out in the Compliance Manual, local and Group Compliance and Risk policies.

About you | Qualifications, skills and strengths

Experience of supplier oversight and relationship management
Good stakeholder management skills
Ability to work collaboratively as part of a team
Ability to take responsibility and ownership of task to conclusion
Ability to flex in role to meet the diverse needs of the business
A thirst for knowledge and desire to develop
Excellent attention to detail
Experience of working in procurement and using supporting technology tools are advantageous

At TrinityBridge we look to recruit individuals from all different backgrounds and encourage you to apply even if you don’t tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life.

We appreciate that from time to time, recruitment agencies will have speculative CVs that they may wish to submit to our Talent Acquisition team in relation to a specific role.

To avoid any ambiguity around fees, please note that speculative CVs received by TrinityBridge, that have not been authorised in advance, by us, will be ineligible for an agency fee. Thank you.
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Equal Opportunities

As an employer, TrinityBridge is committed to equality and valuing diversity within its workforce. We provide equality of opportunity and will aim to ensure that no employee’s or candidates are subject to discrimination on grounds of any characteristics including but not withstanding gender, gender identity, marital status, sexual orientation, race, colour, nationality, religion, age, disability, working pattern, caring responsibilities, political beliefs.

Company Overview

At TrinityBridge we are all connected by our mission to be leading UK Wealth Manager, growing trusted client relationships that last for generations.

We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments.

We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients.

Sustainability is fundamental to our purpose, and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people.

We offer a wide range of inclusive benefits that provides our people with all the support they need to find a healthy balance in all aspects of their lives. We also invest in the growth of our people providing a sense of belonging and team spirit and the ability to thrive.

We recruit people from all backgrounds and are open to discussing all types of flexible working options, helping our people to balance work and home life and make practical choices for wellbeing while delivering impact where it matters, all of which contributes to our exceptional client experience.

We are committed to ensuring our recruitment process is accessible to everyone. We make adjustments for people who have a disability or long-term condition so, if you need a job description or application form in an alternative format, or would like to discuss the recruitment process with us, please get in touch at [email protected].

About the company

Close Brothers Asset Management provides financial planning advice and discretionary investment management in the UK. The firm helps clients grow and protect wealth through a personalised, professional service, backed by more than 40 years of portfolio management experience and a team of over 550 staff across nine offices. Its services combine tailored financial planning with ongoing investment management, and the business is regulated by the Financial Conduct Authority. The goal is to build and preserve clients’ wealth by delivering a complete, personalised service.

Company Size

501-1,000

Company Stage

N/A

Total Funding

$3M

Headquarters

London, United Kingdom

Founded

1878

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Benefits

Flexible Work Hours
Hybrid Work Options

Company News

Mirabaud

Sep 14th, 2026

Mirabaud Asset Management appoints portfolio managers Will Ballard and Giles Parkinson to build new global equity strategy.

Mirabaud Asset Management appoints portfolio managers Will Ballard and Giles Parkinson to build new global equity strategy. Mirabaud Asset Management (MAM), the active, conviction-led asset management arm of the Mirabaud Group, has appointed Will Ballard and Giles Parkinson as London-based Global Equity Portfolio Managers, strengthening the firm's active equity capabilities ahead of the launch of a new Global Equity strategy. 14.09.2026 Will Ballard and Giles Parkinson joined MAM on 1 September, both reporting to Andrew Lake, CIO. Will joins from Border to Coast Pensions Partnership, where he was Head of Equities, leading the equity investment team and overseeing £15 billion across equity strategies. Giles joins from TrinityBridge, where he was Head of Equities, managing £6 billion across equity and multi-asset portfolios. The pair previously worked at Aviva Investors, developing a common investment philosophy, before going on to forge successful paths independently, each building a long-term institutional track record. Reunited at Mirabaud Asset Management, they will combine this experience to build a global equity strategy around a shared conviction: active returns should be driven by the companies you choose to own, not by unintended macro bets. The new strategy will take a benchmark-aware approach to global equities, seeking to focus active risk on individual stock selection while carefully managing unintended sector, country and style exposures. It will invest in high-quality companies with durable competitive advantages and improving fundamentals, supported by a systematic and disciplined investment process. Umberto Boccato, CEO of Mirabaud Asset Management, said: "Will and Giles bring deep institutional experience and a shared investment philosophy that aligns well with Mirabaud's long-term, active approach. Their appointment supports the optimisation of our equity range and brings together complementary expertise to build a focused and compelling global equity strategy for clients." Will Ballard, Global Equity Portfolio Manager at MAM, commented: "Mirabaud felt like a natural home for us. Its combination of Swiss heritage, independence and long-term thinking closely reflects how we approach investing. It gives us the opportunity to bring together the experience of our respective careers and build a strategy around what we believe matters most: owning great businesses, taking the right risks and investing with discipline." Giles Parkinson, Global Equity Portfolio Manager at MAM, added: "It's time to recognise that equity market structure has changed. Index concentration has increased and stocks have become more volatile inside the index. Joining Mirabaud gives us the opportunity to develop a strategy that tackles these challenges and meets the needs of today's investors." The new strategy will be positioned as a core global equity allocation within Mirabaud Asset Management's equity range and will launch on 1st October 2026.

IFA Magazine

May 3rd, 2025

Trinitybridge Appoints Andrew Knight As Client Relationship Director For Scotland

TrinityBridge, a leading wealth management firm with offices in Glasgow and Edinburgh, is pleased to announce the appointment of Andrew Knight as Client Relationship Director for Scotland.Andrew brings a wealth of experience to the role, having worked at TrinityBridge for the past 25 years. Serving as a highly successful Financial Planning Director for the business over the past 15 years, prior to this he led the firm’s Edinburgh office, where he demonstrated exceptional leadership and client management skillsIn this new role, Andrew will be responsible for managing and growing relationships with high-net-worth clients. He will play a critical part in driving the firm’s growth by identifying and securing new client relationships, developing strategic partnerships, and enhancing the firm’s market presence. Commenting on Andrew’s appointment, Marcelo Rodrigues, Managing Director for Scotland says: “We are thrilled to have secured Andrew’s services for this newly created role at TrinityBridge. His extensive experience and proven track record in financial planning and client relationship management make him the perfect fit for this role. We are confident that he will help us continue to deliver exceptional service to our clients and drive our growth in the Scottish market.”Andrew Knight added, “I am very excited to be taking on this new role at TrinityBridge and look forward to working with the team, who I know well, to build and strengthen our client relationships. TrinityBridge has a strong reputation for excellence in wealth management, and I am eager to contribute to the firm’s continued success.”

IFA Magazine

Apr 15th, 2025

Steady Hands And Clear Plans To Support Clients Through Financial Planning Shifts

Whether it’s inheritance tax reform creeping closer, pensions losing their once-sacred place outside the estate, or market ups and downs making clients unusually twitchy, financial planners have had their work cut out keeping calm and carrying on. To get a pulse check on where clients are heading and what advisers should be thinking about next, Jenny Hunter, Senior Financial Journalist at IFA Magazine, caught up with Dan Swift, Head of Financial Planning at TrinityBridge in this exclusive interview.It’s safe to say that over the past couple of years, we’ve seen more twists and turns in the world of financial planning than an episode of Line of Duty. Dan shared the shifts he’s seeing in client behaviour, how planners can respond, and why keeping one eye on the horizon (but both feet on the ground) is more important than ever.A year of shifting sandsUnsurprisingly, the 2024 Autumn Budget acted as something of a catalyst. Dan noted a clear uptick in questions around pension rules and, in particular, their evolving role in inheritance tax (IHT) planning. “It’s really been about clients asking, ‘what does this mean for me?’” he said. “That’s sparked more conversations, especially between family members.”Clients are clearly more aware of the long-term consequences of policy changes—especially around pensions

The Observer

Nov 21st, 2024

Close Brothers Asset Management Partners With Objectway to Drive Growth and Innovation

LONDON - CBAM, one of the UK's leading specialist investment management and financial planning firms with over £20 billion of assets under management, has chosen Objectway to support its growth strategy and enhance its offering, aiming to become the best place in the UK for wealth management professionals and their clients.

IBS Intelligence

Nov 11th, 2024

Close Brothers Asset Management enters partnership with SEI

Close Brothers Asset Management enters partnership with SEI.

TrinityBridge

Third Party Management Support Analyst