The ideal Candidate will reside around the Reigate Area, although Candidates living anywhere within the Surrey Region will also be considered.
Purpose Of The Role:
* To deliver core service visits incorporating TCF support and cultural assessment visits within a flexible and defined geographical area.
* To provide practical supervision support to all RI's under Our Clients Umbrella, frequency based on Risk.
* To conduct visits to larger firms (10 + RI’s) in line with a defined and agreed supervision programme within a flexible and defined geographical area
* To conduct TCF & Site audit visits to firms in line with Our Clients operational plan and in conjunction with thier desk based account management team
Critical Skills Required:
* Good Interpersonal skills with the ability to build strong working relationships
* Ability to negotiate and influence principals and advisers within customer firms
* Ability to plan, manage and maximise use of own time and effectiveness
* Willingness to work in a team as well as on own initiative
* Ability to problem solve
* Ability to maintain and exceed very high standards of performance and activity
Critical Knowledge Required:
* Good understanding of the requirements of the Retail Distribution review and its impact to Our Clients Customers.
* Knowledge of Compliance and T & C schemes
* Up to date industry knowledge through CPD and other activity
Qualifications Required:
Essential:
* FPC (or Equivilant)
* Diploma in Financial Services by December 2012 (including CeMap)
* Used to working in a Similar Role
* IT literate
* Driving Licence
There is also a Bonus & Car Allowance Scheme available along with good benefits.
* To provide practical supervision support to all RI's under Our Clients Umbrella, frequency based on Risk.
* To conduct visits to larger firms (10 + RI’s) in line with a defined and agreed supervision programme within a flexible and defined geographical area
* To conduct TCF & Site audit visits to firms in line with Our Clients operational plan and in conjunction with thier desk based account management team
Critical Skills Required:
* Good Interpersonal skills with the ability to build strong working relationships
* Ability to negotiate and influence principals and advisers within customer firms
* Ability to plan, manage and maximise use of own time and effectiveness
* Willingness to work in a team as well as on own initiative
* Ability to problem solve
* Ability to maintain and exceed very high standards of performance and activity
Critical Knowledge Required:
* Good understanding of the requirements of the Retail Distribution review and its impact to Our Clients Customers.
* Knowledge of Compliance and T & C schemes
* Up to date industry knowledge through CPD and other activity
Qualifications Required:
Essential:
* FPC (or Equivilant)
* Diploma in Financial Services by December 2012 (including CeMap)
* Used to working in a Similar Role
* IT literate
* Driving Licence
There is also a Bonus & Car Allowance Scheme available along with good benefits.
To apply for this position please click here.
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