The Function

The purpose of the Distribution team is to raise and retain assets under management (AUM) for Triple Point to help drive the growth of the business. We accomplish this by providing innovative financial solutions that support financial advisers in helping people with their financial goals. We aim to be a trusted partner and are committed to building relationships built on trust, transparency, and integrity.

The Team

The Client Service team sits within Distribution and plays a pivotal role in supporting both our external investors and internal sales colleagues. We are a team of nine, committed to delivering excellent service, ensuring retention and growth of Triple Point’s assets under management, and helping investors feel confident and well supported throughout their journey with us.

This 3-month fixed term contracted role exists to support a 3-month project focused on improving the quality, structure, and accuracy of stakeholder data. As Triple Point continues to scale, we are investing in improved systems and best-practice data foundations. Working closely with the Client Service Team, you will help prepare and standardise key documentation and datasets so they can be seamlessly integrated into Salesforce. This work will ensure we continue to operate with excellence, making our data even more accessible, reliable and insight-driven for colleagues across the business.

Key Responsibilities

Data Enhancement & Organisation

• Source, organise and verify documentation and data relating to corporate investor relationships.
• Ensure information is structured clearly and consistently, following agreed data standards.
• Populate a central data matrix, contributing to a high-quality, scalable data foundation.

Structured Data Management

• File documents into the appropriate folder structure and ensure all relevant attachments are captured.
• Support the mapping of existing data to enhanced data models designed for future Salesforce use.

Salesforce Readiness & Quality Assurance

• Prepare datasets for Salesforce upload, ensuring alignment with formatting and structural requirements.
• Spot opportunities to improve clarity, completeness and usability of data as part of a best-practice approach.

Project Support & Collaboration

• Maintain accurate project documentation, including mapping notes and process updates.
• Work closely with the Client Service Team to ensure smooth coordination and timely progress across the project.

Knowledge & Experience

• Strong attention to detail and confidence working with documents, files and structured information.
• Comfortable organising data in spreadsheets or simple tracking tools, with a willingness to learn new systems (including Salesforce).
• Ability to plan and prioritise work effectively, managing tasks with accuracy and care.
• Clear and confident communication skills, with the ability to ask questions, share updates and work well as part of a team.
• An interest in building experience within Client Service and learning how we support our investors.
• You’ll be someone who takes pride in accuracy, enjoys solving problems through structured data work, and is comfortable following clear processes. This project offers valuable insight into how we support our corporate investors and how information flows through the team. For someone interested in developing a career in Client Service, this role provides hands-on experience of the core processes that underpin excellent client delivery.

Competencies

• Stay Curious – Demonstrates a learning mindset by asking thoughtful questions, seeking feedback and building understanding of how our processes and client relationships work.
• Be Generous – Works collaboratively and shares information openly to support colleagues and contribute positively to the Client Service team.
• Take Thoughtful Action – Plans and prioritises effectively, taking initiative to complete tasks accurately and keep work moving with clarity and care.
• Pull Together – Builds respectful working relationships and supports team goals, contributing to a positive and collaborative team environment.
• Own It – Takes responsibility for the quality and accuracy of their work, following through on commitments and asking for clarity when needed.

Why Join Us

• Be a part of a forward-thinking and innovative company.
• Play a key role in developing and implementing the migration of data to Salesforce for our Corporate clients
• Work with a talented and driven team in a collaborative and connected environment.

High Performance at Triple Point

High Performance at Triple Point means living our values at the top of your game.

Our five values are below, you can read more on our website about how we embed our values to drive a high-performance culture.

· Stay Curious

· Be Generous

· Take Thoughtful Action

· Pull Together

· Own It