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- Tasks: Review CPD submissions and ensure accurate data logging using CRM tools.
- Company: Join a leading organisation in the insurance and financial planning sectors.
- Benefits: Competitive salary, professional development, and exposure to industry standards.
- Why this job: Make a real impact while developing your skills in a dynamic environment.
- Qualifications: Strong attention to detail and proficiency in Microsoft Office required.
- Other info: Collaborative team culture with excellent career growth opportunities.
The predicted salary is between 25000 - 35000 £ per year.
Salary: £25,000. As a CPD Coordinator, you will play a key role within the Professional Standards Team. Your primary responsibility will be to review CPD submissions from qualified CII and PFS members, request additional details where needed, and ensure accurate data logging using CRM tools. You will inform members of their compliance status and escalate issues when necessary. This is a detail-driven administrative role requiring excellent written and verbal communication skills, strong attention to detail, and confidence in navigating systems. You will prioritise a busy workload, meet deadlines, and follow established procedures while exercising sound judgment and escalating concerns appropriately. Proficiency in Microsoft Office and previous experience in administration or data entry will support your success. Collaboration is central to this role, you’ll work closely with your team and colleagues across departments, contributing to projects and delivering actions aligned with strategic priorities. You’ll build strong internal relationships, communicate clearly, and always maintain professionalism. This position offers exposure to the insurance and financial planning professions, providing an excellent opportunity to develop your skills.
Responsibilities
- You are highly organised and thrive on managing multiple priorities while meeting deadlines with precision.
- You have a sharp eye for detail and enjoy reviewing and assessing information to ensure accuracy and compliance.
- You are confident using Microsoft Office tools and navigating systems, bringing a methodical approach to data entry and record management.
- You communicate clearly and professionally, building strong relationships and collaborating effectively across teams.
- You take ownership of your work, stay proactive in solving problems, and are open to learning and growing your expertise in professional standards and the wider insurance and financial planning sectors.
If you would like to explore this opportunity with us for the next step in your career, we look forward to receiving your application through the Apply feature at the top of this advert. If you have any queries or require assistance, please get in touch on ukjobs@cii.co.uk and we will endeavour to come back to you as soon as possible.
CPD Co-ordinator employer: Chartered Insurance Institute
Contact Detail:
Chartered Insurance Institute Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land CPD Co-ordinator
✨Tip Number 1
Network like a pro! Reach out to current or former employees on LinkedIn and ask about their experiences. This can give you insider info and might even lead to a referral.
✨Tip Number 2
Prepare for the interview by researching the company culture and values. Tailor your answers to show how you align with their mission, especially in areas like collaboration and professionalism.
✨Tip Number 3
Practice your communication skills! Since this role requires clear verbal and written communication, consider doing mock interviews with friends or using online platforms to refine your pitch.
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email can leave a lasting impression and shows your enthusiasm for the role. Plus, it keeps you on their radar!
We think you need these skills to ace CPD Co-ordinator
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the CPD Coordinator role. Highlight your experience with data entry, CRM tools, and any relevant administrative skills that align with what we’re looking for.
Show Off Your Attention to Detail: Since this role is all about precision, don’t shy away from showcasing your attention to detail. Use examples from your past work where you’ve successfully managed multiple priorities and ensured accuracy in your tasks.
Communicate Clearly: We value clear communication, so make sure your written application reflects that. Keep your language professional yet approachable, and ensure there are no typos or grammatical errors—first impressions count!
Apply Through Our Website: Remember to submit your application through our website using the Apply feature at the top of the advert. It’s the best way to ensure your application gets into the right hands!
How to prepare for a job interview at Chartered Insurance Institute
✨Know Your CPD Inside Out
Before the interview, make sure you understand the Continuing Professional Development (CPD) process and its importance in the insurance and financial planning sectors. Familiarise yourself with common compliance issues and how to address them, as this will show your commitment and knowledge during the discussion.
✨Showcase Your Attention to Detail
Since this role requires a sharp eye for detail, prepare examples from your past experiences where you successfully managed data entry or reviewed submissions. Highlight how your meticulous approach led to improved accuracy or compliance, which will resonate well with the interviewers.
✨Demonstrate Your Communication Skills
Practice articulating your thoughts clearly and professionally. You might be asked to explain complex information or how you would handle member queries. Use role-play with a friend to refine your responses and ensure you can communicate effectively under pressure.
✨Be Ready to Discuss Collaboration
Collaboration is key in this role, so think of specific instances where you worked closely with others to achieve a goal. Be prepared to discuss how you build relationships across teams and how you handle conflicts or differing opinions, as this will showcase your teamwork skills.
