T&C Consultant

Posted 6 days ago by IDEX Consulting Ltd
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My client a leading mutual society have an exciting opportunities for T&C Consultants to join our 1st line risk department.

The successful candidate will provide proactive identification and assessment of risk within the advice channel.


About the role:

  • Construct quarterly risk and supervision management plans in conjunction with sales management to effectively mitigate sales force risks and ensure appropriate prioritisation and focus applied where needed
  • Proactively challenge the execution of supervision and management of risk by sales management
  • Support sales management delivery of the training and competence scheme through effective oversight, challenge and best practice demonstration and coaching
  • Support sales management in the development of risk and advice culture and documentation
  • Undertake sales management risk and supervision responsibilities as and when required to cover sales management absences
  • Support the development of new and higher risk FCs in conjunction with L&D and sales management


About you:

  • Financial Services industry knowledge/experience acquired in a life and pensions arena
  • Ability to interact and effectively influence at sales management level
  • Experience of sales/sales management and/or supervision in a regulated environment
  • Ability to analyse key performance MI, identify trends undertake root cause analysis and develop effective and targeted solutions
  • Level 4 Diploma in Financial Planning or equivalent and able to work nationally as required
  • Experience of mentoring/supervising new recruits

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful, we aim to contact you to discuss the opportunity in more detail within 2 working days. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful. If your application is unsuccessful, the information supplied may still be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

Required skills

  • T&C
  • training and competence
  • training & competency
  • training & competence
  • T&C Consultant
  • T&C assistant

Reference: 37020940

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