Financial Promotions Consultant
This role is to review, approve and proactively develop member communications and material in line with FCA and TCF principles and the company’s policy and framework. You will deliver a world-class broker experience in supporting brokers and internal customers in achieving their objectives in a compliant and effective manner.
To review, approve and proactively develop member, provider and company applicable communications and material that is in line with FCA and TCF principles, whilst proactively identifying potential poor customer outcomes driven by communications and materials.
Ensure relevant policies and procedures are updated as necessary where things change.
Follow FCA rules and guidelines for financial promotions and adhere to the B2B and B2C approval processes.
Provide assistance and guidance to members so that all financial promotions are compliant and broker guidance is available to brokers online. This will include promoting the use of the pre-approved templates and materials and ensuring the end customer is at the heart of everything we do.
Contact brokers to acknowledge expired promotions.
Complete regular website review to ensure content remains compliant and applicable.
Maintain Toolbox department registers in order to demonstrate SLAs are met. This will include approval notifications and KPIs which will allow the production of timely management information.
Work with colleagues to develop sales and marketing materials that support the delivery of key business objectives.
Provide timely and accurate MI and data for your work on a regular basis.
Identify risks and opportunities within your workload and highlight to ensure continual development in output and service, as well as risk mitigation within financial promotions.
Keep relevant broker documentation up to date as and when necessary e.g. general terms and conditions.
What’s needed to be considered?
In order to be considered for this unique opportunity, candidates need to have experience in the financial services sector
Experience of high-quality service delivery in dealing with customers
Strong understanding of FCA rules and guidelines in respect of financial promotions
General knowledge of FCA regulation including TCF
Basic knowledge of Advertising Standards Agency rules
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.
Synonyms: Marketing Assistant, Marketing Compliance