About This Role

• Team SLA’s including turn around times and quality (e.g. presentation, accuracy, completeness)
• Staff motivation, morale and satisfaction
• Customer satisfaction
• Staff turnover
• Legal compliance
• Team working and project participation
• Cost management (where appropriate)
• Observed behaviours and feedback from key individuals
• Delivery of specific projects and tasks in line with prescribed timescales and measures
• Evidence of personal continuous improvement and driving continuous improvement within the team and wider area
• Regulatory testing.

• CII Financial Planning Certificate Paper 1- Financial Services and their Regulation. (FPC1) OR
• CII Certificate in Financial Planning Paper 1-UK Financial Services, Regulation and Ethics (CF1)
• CII Financial Planning Certificate Paper 2 - Protection, Savings & Investment Products (FPC2) OR
• CII Life Office Administration (FA1) AND/OR
• CII Pensions Administration (FA2)
• Excellent resource management skills
• Excellent communication and relationships skills
• Commercial knowledge
• Product, process knowledge is beneficial as well as knowledge of legislation/regulations
• Excellent organisation, planning and prioritisation skills
• Well developed analytical and creative skills to aid problem solving and decision making
• Strong customer service skills 
• Good project management skills
• Excellent knowledge of MS Office applications
• Influencing skills - ability to negotiate and influence at all levels
• Self motivated with the ability to not only take the lead when required but can equally work under own initiative in an organised manner
• Ability to form and develop good relationships with customers and colleagues.
• Flexibility and adaptability
• Ability to demonstrate the Diligenta values of Integrity, Respect for the Individual, Leading Change, Learning and Sharing and Excellence

The hiring manager to contact is: Chris Ware Email: chris.ware@dgaviva.com

Apply for this role: