Team Co-Ordinator - Intermediated Sales Quality

at  Vitality

SO, WHAT’S IN IT FOR YOU?

• Bonus Schemes – A bonus that regularly rewards you for your performance
• A pension of up to 12%– We will match your contributions up to 6% of your salary
• Our award-winning Vitality health insurance – With its own set of rewards and benefits
• Life Assurance – Four times annual salary
  These are just some of the many perks that we offer! To view the extensive range of benefits we offer, please visit our careers page. Fantastic Benefits. Exciting rewards. Great career opportunities!

If you are successful in your application and join us at Vitality, this is our promise to you, we will:

• Help you to be the healthiest you’ve ever been.
• Create an environment that embraces you as you are and enables you to be your best self.
• Give you flexibility on how, where and when you work.
• Help you advance your career by playing you to your strengths.
• Give you a voice to help our business grow and make Vitality a great place to be.
• Give you the space to try, fail and learn.
• Provide a healthy balance of challenge and support.
• Recognise and reward you with a competitive salary and amazing benefits.
• Be there for you when you need us.
• Provide opportunities for you to be a force for good in society.

We commit to all these things because we want you to feel that you belong, and are supported to be happy and healthy.

ABOUT US

Vitality is a multi-award-winning UK insurance brand, here to make the world a healthier, happier place.
We’ve been a purpose and values-driven business from day 1- long before it became fashionable. Our core purpose is to make people healthier and enhance protect their lives. Vitality pioneered shared-value insurance. We incentivise people to live healthier longer lives – they benefit, our business benefits, and society benefits. We’re successful because we attract, develop, and retain the best people – and because we care.
Plus, you get to join our 1.7+ million members with access to our unique health insurance and healthy living programme. Just to make sure you know our products inside and out.

ABOUT THE ROLE

Team – Intermediary Sales Quality
Working Pattern - Hybrid – 2 days per week in the Vitality Stockport Office. Full time hours (Part-time considered).

TOP 3 SKILLS NEEDED FOR THIS ROLE:

• Excellent communication skills with the ability to interact professionally with a diverse group
• Must be proficient in Microsoft word, excel and PowerPoint
• Self-starter able to work under pressure to tight deadlines & have good attention to detail

WHAT THIS ROLE IS ALL ABOUT:

• To support the Head of Intermediated Oversight (HOIO) & Intermediated Distribution Quality Manager (IDQM) and the wider team with administration, diary management and project co-ordination
• Centralise the collation and provision of business / KPI reports
• Maintain robust standards of record keeping of oversight for Vitality Intermediated Distribution
• Maintain and manage robust standards of version control within the team and the documentation of established processes set out by the HOIO & IDQM
• Manage associated back office processes including FCA Connect platform requests / applications
• Team mailbox management and escalation

• Due Diligence checks for Intermediated Sales Teams and their introducers

  Key Actions

• Provide administrative support to Intermediated Sales Quality Team including but not limited to;

• Report filing
• Application / onboarding and off boarding checks / due diligence requirements
• Report collation for established forums such as Broker Risk, Conduct Committee & Governance Forums
• FCA applications
• Minute taking
• Serve as a first line point of contact for business enquiries and triage these to the relevant team members
• Ensure record keeping is accurate and appropriately maintained
• Documenting of process maps and requirements as set out by the Head of Intermediated Oversight, Intermediated Distribution Quality Manager and wider oversight teams
• Report collation for Broker firms

ESSENTIAL SKILLS NEEDED TO FULFIL THIS ROLE:

• Educated to A Level or equivalent
• One years’ experience within a regulated industry
• Minimum intermediate level working knowledge of Microsoft Excel
• Fastidious attention to detail
• Excellent verbal and written communication skills with the ability to interact professionally with a diverse group
• Diplomacy and tact in dealing with business sensitive information
• Ability to multi-task and prioritise activities
• Able to analyse and report on data
• Ability to produce accurate reports within short time periods
• Able to analyse and retain information
• Demonstrate a high attention to detail in performing tasks
• Self-starter able to work under pressure to tight deadlines
• Able to work both independently and within a team environment