About CFA UK

We are a community of 12,000 dedicated professionals who have a talent for investing. We’re one of the largest membership bodies solely dedicated to the investment profession in the UK.

CFA UK’s mission is to educate, connect and inspire the investment community to build a sustainable future. Everything we do contributes directly or indirectly to growing investment professionals’ talent. Over the past year, we have focused resolutely on advancing our stakeholders’ capabilities, connections, and careers. To enable this, and in parallel, the Society is undergoing significant transformation of its technology infrastructure.

The Role

We’re looking for an exceptional Head of Qualifications with substantial qualification development expertise and experience of working within an Ofqual regulatory framework.

In this core role, you’ll take responsibility for managing all aspects of developing new qualifications, managing Ofqual regulatory compliance and you’ll also have a close view into the operational maintenance and delivery of our existing qualifications.

 

The Person

As an exceptional communicator, you will engage with a variety of senior stakeholders, both internally and externally, including a range of subject matter experts, our Exams & Education Committee and our broader stakeholder firms.

Your strong organisational skills allow you to work within project budgets and timeframes, integrating with wider business operations. Your proactive approach enables you to anticipate and address project challenges pragmatically, all while adhering to the Society’s governance framework.

 Your Key Responsibilities

The Head of Qualifications role encompasses end-to-end project management and you’ll be accountable for driving deliverables through the development, launch and ongoing qualification lifecycle, from qualification scoping to successful qualification delivery.

 

You will be responsible for the yearly Ofqual self-evaluation process, appointment of our Ofqual external auditor and regular progress reporting.

 

Working with others:

·       Collaborate with the Director of Education, Qualifications and Operational Oversight Manager and Learning Materials Manager in any new qualification development

·       Collaborate with the Director of Education in planning the timing and scope of the yearly Ofqual external audit and self-evaluation process

·       Collaborate with other internal stakeholders such as Chief Operating Officer and other Directors

·       Line management of the Qualifications and Operational Oversight Manager

·       Attend and contribute to:       

­    Exams and Education Committee bi-monthly meetings

­    Exam Panel meetings as appropriate

­    Chief Operating Officer monthly meetings

­    CFA UK Events such as new Charterholder reception

 

Essential Skills and Expertise:

 

·       Effective Communicator: Highly skilled at building relationships both internally and externally. Confident in talking to subject matter expert volunteers and other stakeholders and engaging in subject matter content

·       Qualification development: expertise in researching new strategic opportunities for qualifications and associated scoping and development of new qualifications within an Ofqual regulated awarding organisation

·       Volunteer management: forming and managing working groups and panels of subject matter expert volunteers and other stakeholders to enable qualification development

·       Assessment design and development: expertise in designing and developing computer-based assessments involving a range multiple choice question types, including question commissioning, question review and standard setting

·       Psychometric analysis: a solid grasp of key psychometric performance indicators

·       Ofqual compliance: experience of working within an Ofqual regulated awarding organisation and a good grasp the regulatory framework.

Essential Experience

·       Minimum 5+ years in qualification development within an Ofqual regulated awarding organisation

 

Desirable Experience

·       Developing qualifications with the financial services sector generally and specifically in the investment sector

·       Managing the Ofqual annual self-evaluations and Statement of Compliance submission

·       Managing and enhancing internal processes and procedures

·       Researching strategic opportunities for qualification development

 

Our Culture

Team Collaboration:

Our team thrives on collaboration. We believe that diverse perspectives lead to better outcomes. Whether it's brainstorming sessions, cross-functional meetings, or project collaborations, we value open communication and teamwork.

 

Innovation

Innovation is at the heart of our company culture. We encourage curiosity, experimentation, and continuous learning. Our team members attend workshops, training courses, conferences, and engage in self-directed learning to stay ahead in the ever-evolving digital landscape.

 

 We are interviewing on a rolling basis and reserve the right to close the advert once the right candidate is found.

 

Agility and Adaptability:

We embrace agility. Our projects often require quick pivots, and we're adept at adapting to changing requirements. We celebrate flexibility and resilience, knowing that they're essential for success.

 

Customer-Centric Approach:

Our customers are our compass. We prioritise their needs, feedback, and experiences. Every decision we make is guided by how it impacts our users and clients.

 

Work-Life Balance:

We recognise the importance of work-life balance. Our team encourages well-being, promotes mental health awareness, and provides resources for maintaining a healthy equilibrium.

 

Inclusivity and Diversity:

We celebrate diversity in all its forms. Our team members come from various backgrounds, cultures, and experiences. We actively foster an inclusive environment where everyone feels valued and heard.

 

Fun and Camaraderie:

Work doesn't have to be all serious! We organise team-building activities, social events, and celebrate milestones with each other.