CPD Co-ordinator

Overview

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.

• 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  and we will endeavour to come back to you as soon as possible.

At the CII, we work with a carefully selected Preferred Supplier List (PSL) for recruitment. We do not accept speculative CVs and kindly request that agency recruiters do not contact our managers directly, to ensure a consistent and properly coordinated recruitment process. If you are interested in working with us in the future, please contact  We review our PSL at set intervals and are happy to retain details for consideration when opportunities arise.

Agencies who do not follow this process will be excluded from any future opportunities to work with us, including PSL reviews.