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
Experience of Financial Promotions, working in Retail Financial Services

  • Experience of working in both IFA and Restricted environments advantageous, not essential
  • Broad, current knowledge of product features in all market sectors, including up to date knowledge on 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 either remotely and must be willing 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 fast-paced environment.


Responsibilities:

  • Approval of any client facing 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 record keeping processes for the team, remain robust and accurate
  • Maintain the agreed team Standard Level Agreement (SLA)

Qualifications:


  • Minimum DipPFS (or equivalent)

Know someone who the above job would be a perfect fit for?

REFER receive £250 when they start in their new role

Salary:
£35,000.00-£40,000.00 per year


Benefits:


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

Schedule:

  • Monday to Friday

Supplemental pay types:

  • Yearly bonus

Work Location:
One location


Reference ID:
EGR/10788

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