Senior Technical Operations Manager - Leeds, United Kingdom - The Consulting Consortium Limted (TCC)

The Consulting Consortium Limted (TCC)

Verified Company

Leeds, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Location:
TCC Leeds and / or working from home

Qualifications

Level 4 Financial Planning and DB transfer qualification (AF7, AF3, G60) is essential.
Prince 2 or equivalent project management qualifications desirable.

Skills

Wide ranging knowledge of the regulated sales process (former adviser an advantage)
Awareness of the principles underpinning redress for inappropriate regulated advice
The FCA handbook in particular COBS 9 & 1
Report writing
Process creation and mapping
Conduct of regulated file reviews and complaint handling for all regulated products
Preparation of proposals and marketing material
Ability to make robust judgements on the suitability of financial advice for all regulated products especially Defined Benefit transfers
Be able to analyse and comment on methodology and advice standards in the 1st and 2nd line of defence for business assurance/file checking functions
Acting as SME on areas of expertise
Working as part of a team and as a team leader
Exposure and familiarity to the regulated sales process over at least 5 years, ideally longer
Dealing with internal and external stakeholders
Being part of a technical sales process including attending client meetings and presenting as an SME
Strong interpersonal and influencing skills required to work successfully with clients and staff to gain support and cooperation at all levels.
Strong communication skills to ensure project progress, issues and challenges are communicated clearly and accurately.
Strong organisational and time management skills. Required to manage resources and projects.
Able to produce and deliver clear and accurate management information, reports and presentations both written and verbal.
Ability to identify opportunities to improve processes and increase productivity/quality.
Excellent people management and coaching skills.
The ability to remain calm and to act as a role model in challenging situations, to recognise pressure points and to provide support, guidance and coaching to enable others to work through problems and achieve solutions.
Influential and able to present findings to clients and provide robust evidence and audit trail. Able to discuss and walk through recommended actions.

Experience & Knowledge

Experience and understanding of working in a technical financial services target driven environment.
Knowledge and understanding of financial service industry qualifications and skills.
Several years' demonstrable experience of managing and resourcing managed service deliveries to clients in a financial services environment
Experience of leading teams and of managing human resource related matters
Financial and resource/productivity forecasting