Financial Promotions Team Leader - Newcastle upon Tyne, United Kingdom - EGRecruiting

Tom O´Connor

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Tom O´Connor

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Description

Location:
Remote (occasional travel to Newcastle)


Salary:
£35,000 to £40,000

  • Experience in Financial Promotions, working in Retail Financial Services
  • Experience working in both IFA and Restricted environments is advantageous, not essential
  • Broad, current knowledge of product features in all market sectors, including uptodate knowledge of regulated Consumer Credit
  • Detailed technical knowledge of financial services including Pensions, Investment, Insurance, and Mortgages, as well as general industry knowledge
  • Broad knowledge and understanding of Financial Services regulation and the Retail Distribution Review (RDR); Mortgage Market Review (MMR) and Mortgage Credit Directive, MiFID II and GDPR
  • A good understanding of the regulator's approach to Financial Promotions
  • Good listening excellent influencing and communication skills
  • Able to solve any issues in a friendly but purposeful manner
  • Comfortable working with high workloads at times and able to use own initiative
  • Individual must be driven, organised, and able to help steer the role and shape the team
  • Keen to continue to develop and be a mentor for others

Benefits:

Mon-Fri 35 hours
26 days holiday plus stats
Bonus
10% pension
4xDIS

PMI
Huge range of flexible benefits
Opportunities to progress
Study support
Free Parking


Role:


Our client has an immediate requirement for a Financial Promotions Team Leader to work remotely however, the individual must be willing to travel to Newcastle once/twice per month.


As Financial Promotions Team Leader, the main purpose of your role is to deliver regulatory oversight to Appointed Representative firms and Registered Individuals and to provide support to the review and approval of financial promotions, stationery, and other client-facing materials in line with regulatory requirements and company standards.

You'll be part of an energetic team, working in a fast-paced environment.


Responsibilities:


  • Approval of any clientfacing advertising or promotional material
  • Maintain good working relationships with all key stakeholders
  • Maintain an acceptable quality level and remain up to date with the FCA rules and guidance
  • Ensure that the recordkeeping processes for the team, remain robust and accurate
  • Maintain the agreed team Standard Level Agreement (SLA)

Qualifications:


  • Ideally hold CeMAP or DipPFS (or equivalent) advantageous, not essential

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-£40,000.00 per year


Benefits:


  • Company pension
  • Flexitime
  • Free parking
  • Onsite parking
  • Work from home

Schedule:

  • Flexitime
  • Monday to Friday

Supplemental pay types:

  • Yearly bonus

Work Location:
Remote


Reference ID:
EGR/10688

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