Sales Quality & Training Manager
K
KotaFinancial Services
Dublin / London / RemoteFull-TimeManager
Salary not disclosed
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Job Details
- Experience
- 3+ years
- Required Skills
- Quality AssuranceData analytics
Requirements
- 3+ years of experience in financial services
- Proven sales background with regulated industries
- QFA holder (Qualified Financial Adviser) recognised by the Central Bank of Ireland
- Working knowledge of conduct regulation in Ireland or the UK
- Hands-on training and competence experience
- Experience maintaining a competency register and supervising new entrants
- Experience managing CPD tracking and compliance monitoring
- Experience reviewing advised sales for suitability, quality, and regulatory compliance
- Strong written and verbal communication skills
- Bias for action and comfort with ambiguity
Responsibilities
- Review sales calls, check files and suitability assessments, provide feedback and quality scoring
- Supervise new entrants and existing staff, and calibrate scoring across reviewers, products, and jurisdictions
- Own Kota’s minimum competency register and manage mandatory training including CPD monitoring
- Build out product and regulatory training and provide coaching based on QA findings
- Build QA reporting and management information to surface trend analysis and implement behavioral correction
- Maintain and improve QA setup with record-keeping
- Support conduct, training, and governance cross-functionally
- Support Head of Retail Sales for regulatory reviews and submissions
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