Louise Boudou

Onboarding & Compliance Process Improvement & Systems

Training Coordination & Development

• Successfully manage end-to-end coordination of company-wide training programmes, including logistics, scheduling, and attendance tracking, ensuring maximum engagement with mandatory training via the internal LMS.
• Act as the primary point of contact for internal staff development, actively promoting role-relevant learning pathways and upskilling opportunities across the organisation.
• Maintain accurate and comprehensive training records for both head office staff and over 180 advisers across the UK, producing detailed, high-quality reports for senior management.
• Handle ad-hoc requests and contribute to cross-functional projects, including the development of new training processes aligned with FCA Financial Promotions requirements to support adviser compliance in digital and social media activity.
• Effectively manage workload independently while collaborating closely with senior leadership to prioritise and deliver key objectives.
• Lead the onboarding process for new protection advisers, conducting due diligence checks including Know Your Candidate (KYC) and DBS clearance prior to enrolment on the Learning & Development portal.
• Provide ongoing guidance throughout induction programmes, supporting advisers in achieving Competent Adviser Status.
• Closely monitor onboarding progress, maintaining detailed tracking records at every stage to ensure compliance and quality assurance.
• Drive continuous improvement by implementing new processes, including the use of Microsoft Copilot to enhance operational efficiency.
• Demonstrate strong technical proficiency in Microsoft Office 365, supporting reporting, documentation, and workflow optimisation.

• Resolved claims disputes quickly, ensuring client satisfaction.
• Increased renewal rates by maintaining strong relationships with existing clients.
• Built productive working relationships with underwriters for effective negotiations.
• Generated new business opportunities, resulting in portfolio expansion.