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Are you an experienced professional with strong technical knowledge in financial products, a passion for quality, and the leadership skills to guide a high-performing team? Join our dynamic Advice Quality team at Fintel, where your expertise and drive for excellence will shape the future of advice standards across the business.
Key Responsibilities:
Member-Focused Responsibilities:
- Work alongside the AQ Manager to lead the team in delivering high-quality, desk-based file checking services for members, and prospects—across a broad range of financial services products, excluding Defined Benefit schemes.
- Ensure effective resource allocation and timely delivery by monitoring workloads and keeping AQ Managers fully informed of progress and potential challenges.
- Personally carry out a share of file checking duties, supporting the team during high-volume periods.
- Manage and deliver bespoke projects, including due diligence, analysis, and tailored reporting for member and internal needs.
- Analyse and present Management Information (MI) for internal stakeholders and external users, ensuring clarity, accuracy, and actionable insights.
- Drive continuous improvement in team efficiency, implementing and communicating change initiatives clearly and effectively.
- Ensure the team consistently exceeds performance, quality, and growth objectives.
- Handle member appeals and queries, offering responsive and professional support via phone and email.
- Actively contribute to the commercial success of the business by promoting Advice Quality services and relevant tools where appropriate.
Internal Collaboration & Operations:
- Work efficiently to meet personal and team targets, supporting broader business objectives.
- Collaborate with the AQ Manager to enhance processes and procedures for increased team productivity.
- Manage your own workload, prioritising effectively within agreed SLAs.
- Support internal departments, including preparing and delivering member presentation content.
- Identify opportunities to add value or collaborate with other business functions.
Management & Team Leadership:
- Maintain accurate tracking and reporting of Management Information in line with agreed timescales.
- Provide leadership to the Advice Quality Team, including stepping in to support the Quality and Development Manager in the absence of the AQ Manager.
- Contribute to the onboarding and development of new team members by helping to shape and deliver induction and training processes.
Knowledge & Compliance:
- Stay abreast of all relevant regulatory, industry, and internal policy changes, and support the team in understanding and implementing updates.
- Complete and record annual Continuing Professional Development (CPD) as required.
- Promote a culture of learning by sharing knowledge, identifying gaps in internal guidance, and contributing to updates of materials.
- Ensure all your individual training and CPD activities are completed in line with the team Training & Competence Scheme and accurately logged/ maintained on our internal systems.
What are we looking for?
We’re looking for someone who brings not only the right experience and technical skills but also the right mindset and approach to leadership. The ideal candidate will demonstrate:
- Self-motivation and a positive attitude, with the ability to inspire and support others.
- Strong organisational and planning abilities, with a focus on meeting deadlines and managing competing priorities effectively.
- Excellent analytical and problem-solving skills, with the ability to interpret complex information and make sound decisions.
- Outstanding interpersonal and communication skills, with the confidence to engage with stakeholders at all levels.
- Effective delegation skills, knowing when and how to assign tasks to team members to achieve the best results.
- Composure under pressure, maintaining professionalism and focus in a fast-paced environment.
Experience and Qualifications:
- Minimum level 4 qualification
- Beneficial additional qualifications; Equity Release, Long Term Care, Mortgage and Protection, Pension Transfers
- Broad technical knowledge across all product areas.
- Previous experience in a compliance and/or file reviewing / advice quality role desirable.
- Management and/or training experience preferable
- Excellent customer service skills.
- Proficient in the use of Microsoft Office and Teams and Tech systems in general
- Excellent communication and telephone skills
Fintel plc and all the businesses within it adopt a zero-tolerance approach to discrimination on any of the protected grounds in the Equality Act 2010.
We are committed to providing equal opportunities to all current and prospective employees regardless of age, disability, sex, sexual orientation, pregnancy and maternity, race or ethnicity, religion or belief, gender identity, or marriage and civil partnership.
We aspire to have a diverse workforce because, in our view, diversity enables better business outcomes. We also believe that a more inclusive workplace, where people of different backgrounds work together, ensures better outcomes for all staff. From application to interview, we place inclusion at the heart of all we do.
For these reasons we strongly encourage suitably qualified applicants from a wide range of backgrounds.
