T&c Consultant - Scotland, United Kingdom - EGRecruiting

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Scotland, United Kingdom

2 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

Job Reference: 10783


Job Title:
T&C Consultant (Financial Services) Scotland


Location:
Remote/Homebased


Salary:
£35,000 to £46,660

  • Must have previous T&C experience within Financial Services
  • Consideration will be given to Regional Managers or Sales Managers within retail or bancassurance
  • Excellent communication skills, both oral and written
  • Welldeveloped interpersonal and coaching skills
  • Enhanced ability to develop client relationships, challenge and explain processes and services
  • Ability to break down barriers whilst influencing others
  • Ability to interpret and appropriately act upon KPI data, internal policies, taking a riskbased approach
  • Ability to work under pressure
  • Hold a full, clean UK driving licence

Benefits:


  • Salary is between £35,000 and £40,000 (dependent on qualifications) plus £550 per month car allowance
  • 35 hour week
  • Annual performancerelated bonus and salary review
  • Pension 5%, increasing to 7.5%
  • 25 days holiday, rising to 28 (plus stats and option to buy/sell 5 days)
  • Income protection


  • DIS x

  • A huge range of additional flexibenefits and staff discounts
  • Study support

Role:

Our client is an award-winning, client-centric, Financial Services support business, delivering services to ensure quality financial advice is provided.

They are known for their high level of employee engagement and believe in rewarding employees, with a performance-related pay structure and bonus.


You'll be required to support, supervise, coach and develop all Registered Individual's (RI's) within your portfolio of firms, adhering to the Company T&C Scheme and operational requirements.

Additionally, you will identify and provide business development support, implementing opportunities for growth, as required.


Responsibilities will include:

  • Ensuring the smooth and effective delivery of proactive account management, T&C oversight and support services
  • Identify and provide support to implement growth opportunities through the regular review of Firm's Business plans
  • To support, coach, monitor, observe and give feedback to advisers to develop competence
  • To analyse management information on advisers with the view to highlighting trends and shortcomings in systems and controls, offering solutions to identified issues
  • Deliver a consistent message with regards to business quality
  • To identify key risks to the business and to suggest / implement appropriate solutions
  • Resolve queries raised in a professional manner, take full ownership and follow process to resolve them
  • Conduct regular meetings with allocated advisers and analyse KPI's

Qualifications:


  • Ideally, DipPFS and CeMAP (or equivalent) or studying towards however, study support can be provided to attain this within a realistic timeframe
  • J07/H15 would be advantageous however, study support can be provided to attain this within a realistic timeframe
Know someone who the above job would be a perfect fit for?

REFER receive £250 when they start in their new role


Job Types:
Full-time, Permanent


Salary:
£35,000.00-£46,660.00 per year


Benefits:


  • Work from home

Schedule:

  • Monday to Friday

Supplemental pay types:

  • Yearly bonus

Work Location:
On the road


Reference ID:
EGR/10783
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