T&C Consultant

IDEX Consulting Ltd
50000.00 GBP Annual + 00
14 Jan 2019
11 Feb 2019
Job Type
Contract Type

My client a leading mutual society have an exciting opportunities for T&C Consultants to join our 1st line risk department.

The successful candidate will provide proactive identification and assessment of risk within the advice channel.

About the role:

  • Construct quarterly risk and supervision management plans in conjunction with sales management to effectively mitigate sales force risks and ensure appropriate prioritisation and focus applied where needed
  • Proactively challenge the execution of supervision and management of risk by sales management
  • Support sales management delivery of the training and competence scheme through effective oversight, challenge and best practice demonstration and coaching
  • Support sales management in the development of risk and advice culture and documentation
  • Undertake sales management risk and supervision responsibilities as and when required to cover sales management absences
  • Support the development of new and higher risk FCs in conjunction with L&D and sales management

About you:

  • Financial Services industry knowledge/experience acquired in a life and pensions arena
  • Ability to interact and effectively influence at sales management level
  • Experience of sales/sales management and/or supervision in a regulated environment
  • Ability to analyse key performance MI, identify trends undertake root cause analysis and develop effective and targeted solutions
  • Level 4 Diploma in Financial Planning or equivalent and able to work nationally as required
  • Experience of mentoring/supervising new recruits

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