Field Sales Quality Officer / T&C
Alexander Lloyd
Uxbridge, GB
25d ago

A financial advice company offering individual mortgages and protection (life / critical illness / income protection / health / GI) products is seeking a Field Sales Quality Officer (T&C) to join their team.

You will work from home with 2 days out in the field (West London, Heathrow to Watford). Candidates must live within a 30 minute commute of this location.

The role holder is responsible for the Supervision of individuals within the sales force to establish competence and ensure ongoing competence is maintained by the delivery a range of monitoring, feedback and coaching activities.

A couple of overnight stays will be required each month for team meetings and training.

The role holder will be expected to manage their time between mainly desk based activity and monitoring, with an element of face to face meetings.

The role holder wills also being involved in developing FSQT internal procedures, systems and controls.

Essential Experience :

  • Experience of working in a training / coaching compliance role within insurance / protection / IFA
  • Financial Planning Certificate or equivalent (or working towards)
  • Ability to confront and challenge from a regional based function via communication technology in a supportive fashion, whilst maintaining relationships
  • Please quote (43190) when calling Alexander Lloyd. This is only one of many vacancies we are handling. Alexander Lloyd is a specialist within Financial Services recruitment.

    Areas of expertise include Compliance Directors, CF10 / 11, Risk Frameworks, Monitoring, Advisory, Policy, T&C, Quality Assurance / File Review, AML / KYC etc across the entire financial services sector including investments, banking and insurance.

    We predominately focus on London, Surrey, Sussex and Kent, although we have also been highly successfully in offering national solutions.

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