What I offer

Structured compliance support for estate agencies that need to review, strengthen or implement their FICA framework.

The process starts with how the agency operates in practice and compares this with the documented requirements, responsibilities and supporting evidence that should be in place.

• FICA compliance readiness reviews and structured gap analysis
• RMCP review, updating and development
• Review of client identification and verification processes
• Risk-rating and client-risk processes
• Sanctions, TFS, PEP and PIP screening processes
• Reporting and record-keeping processes
• Compliance documentation and supporting evidence
• File-control and record-management systems
• Corrective-action planning and implementation support
• Practical checklists, workflows and responsibility allocation

Professional assessment and moderation services for accredited Skills Development Providers in the real estate sector.

My approach is evidence-based and quality-focused, with attention to fairness, consistency, validity and alignment with the applicable assessment requirements.

• Assessment of learner portfolios and workplace evidence
• Moderation of assessment decisions and evidence
• Review of evidence against assessment requirements
• Clear, structured feedback and remedial guidance
• Quality assurance and consistency of assessment practice

The six-month practical training period places an important responsibility on principals and appointed mentors to provide candidate property practitioners with appropriate workplace exposure, guidance and supervision.

Without a clear structure, it can be difficult to manage the candidate’s activities, development, progress and supporting evidence consistently over the six months.

My role is not to act as the candidate’s mentor.

I work with principals to establish a structured mentorship programme that provides the appointed mentor and candidate with a clear framework to follow throughout the practical training period.

Support may include:

• A structured six-month mentorship programme
• Candidate induction and development planning
• Practical workplace activities and guidance
• Clear roles and responsibilities for mentors and candidates
• Progress monitoring and review tools
• Evidence-tracking checklists and templates
• Guidance for mentors and principals
• Support with identifying gaps in workplace exposure
• Preparation for completion and required sign-off

Professional documentation support for businesses that need complex information, requirements or processes converted into clear, structured and usable documents.

• Business and compliance documents
• Policies and procedures
• Standard operating procedures
• Process and workflow documents
• Reports and proposals
• Checklists, templates and forms
• Working tools and supporting documents
• Professional document structure and formatting
• Presentation and layout improvement