Senior Technical Operations Manager

4 weeks ago

Leeds, United Kingdom The Consulting Consortium Limted (TCC) Full time

**Location: TCC Leeds and / or working from home**

**Qualifications**
- Level 4 Financial Planning and DB transfer qualification (AF7, AF3, G60) is essential.
- Prince 2 or equivalent project management qualifications desirable.

**Skills**
- Wide ranging knowledge of the regulated sales process (former adviser an advantage)
- Awareness of the principles underpinning redress for inappropriate regulated advice
- The FCA handbook in particular COBS 9 & 19.1
- Report writing
- Process creation and mapping
- Conduct of regulated file reviews and complaint handling for all regulated products
- Preparation of proposals and marketing material
- Ability to make robust judgements on the suitability of financial advice for all regulated products especially Defined Benefit transfers
- Be able to analyse and comment on methodology and advice standards in the 1st and 2nd line of defence for business assurance/file checking functions
- Acting as SME on areas of expertise
- Working as part of a team and as a team leader
- Exposure and familiarity to the regulated sales process over at least 5 years, ideally longer
- Dealing with internal and external stakeholders
- Being part of a technical sales process including attending client meetings and presenting as an SME
- Strong interpersonal and influencing skills required to work successfully with clients and staff to gain support and co-operation at all levels.
- Strong communication skills to ensure project progress, issues and challenges are communicated clearly and accurately.
- Strong organisational and time management skills. Required to manage resources and projects.
- Able to produce and deliver clear and accurate management information, reports and presentations both written and verbal.
- Ability to identify opportunities to improve processes and increase productivity/quality.
- Excellent people management and coaching skills.
- The ability to remain calm and to act as a role model in challenging situations, to recognise pressure points and to provide support, guidance and coaching to enable others to work through problems and achieve solutions.
- Influential and able to present findings to clients and provide robust evidence and audit trail. Able to discuss and walk through recommended actions.

**Experience & Knowledge**
- Experience and understanding of working in a technical financial services target driven environment.
- Knowledge and understanding of financial service industry qualifications and skills.
- Several years’ demonstrable experience of managing and resourcing managed service deliveries to clients in a financial services environment
- Experience of leading teams and of managing human resource related matters
- Financial and resource/productivity forecasting

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