Careers

We have two vacancies for experienced Relationship Managers to join our go-getting team to build and maintain a productive panel of Broker Partners.

You’ll be joining an energetic and successful national business with supportive colleagues and friendly culture.

Download The Role Description

ROLE PURPOSE

To review business processes and system architecture to identify opportunities and strategies to improve business efficiency. Leading and driving forward the delivery of key projects. This role reports into FOLK2FOLK’s Chief Operating Officer.

ROLE RESPONSIBILITY

Project oversight and managing project deliverables of two staff (no line reports).

MAIN ACCOUNTABILITIES OF ROLE:

• With colleagues, map all existing processes within the business. Review and improve the efficiency of processes with the input of key stakeholders.
• Oversee the writing of comprehensive user guides for processes in all functions. These will be training tools for new team members ensuring consistency of information.
• Support the business in the delivery of projects ensuring that agreed project management methods, standards and processes are followed through the project lifecycle.
• Review the business customer-facing Salesforce-based system (CLS) and identify priorities for second and third-phase implementation, and coordinate with the external development company, implementing UAT processes.
• Review MI reports and identify the data required by business functions. Provide key data and reports easily accessible by teams.
• Maintain standardised project charter and plan documentation.
• Communication of project progress, costs and successes within the business
• Coach key staff and develop ‘Champions’ to ensure standards are maintained and improved.
• Advise and assist project team members in the application of project procedures and disciplines.
• Adhere to FCA and other regulations ensuring sensitive data is collected and recorded according to GDPR.
• Operationally manage and develop team members

ARE YOU WHO WE’RE LOOKING FOR?

Do you have:

• Experience as a BA or within projects where you took on a BA role.
• Requirements analysis, workshopping, process mapping
• Experience in Finance and therefore awareness of FCA regulations, GDPR and AML.

Email fionamacinnes@folk2folk.com to enquire about the role or to submit an application.