Bank of America Relationship Banker engaging with clients in financial center for transactions and solutions. Focused on client experience providing banking services through various platforms.
About the role
- Training & Competence Officer at Attivo ensuring Financial Planners are competent and capable. Overseeing training, assessing performance, and supporting development in a financial services environment.
Responsibilities
- Ensure Financial Planners are competent, confident, and capable of delivering excellent customer outcomes
- Supervise, assess, and coach Financial Planners
- Manage training records
- Support professional development through our Training & Competence (T&C) Scheme
- Conduct mandatory observations and periodic competency assessments
- Prepare, deliver, and review Personal Development Plans (PDPs)
- Conduct Training Needs Analysis (TNA)
- Review CPD records quarterly and highlight any gaps
- Review and assess Fit & Proper declarations
- Produce quarterly KPI dashboards
- Support the delivery of training sessions
- Provide coaching for skills development
- Liaise with internal stakeholders for T&C Programme delivery
- Ensure timely completion of onboarding T&C activities
Requirements
- Minimum Level 4 qualification in Regulated Financial Planning
- Proven experience in financial services training, competence, or supervision roles
- Strong organisational skills with excellent attention to detail
- Ability to analyse information and make evidence-based decisions
- Confident coaching and training skills, delivered one-to-one, in groups, and remotely
- Skilled in building rapport and influencing a variety of stakeholders
- Committed to high standards of conduct and achieving excellent customer outcomes.
- Level 3 training and/or supervisory qualification (e.g., AF6, J07) [Desirable]
- Experience using Intelliflo or similar CRM systems [Desirable]
- Knowledge of retail mortgages [Desirable]
- Experience supervising pension transfer specialists [Desirable]
Benefits
- Non-contributory Pension Scheme (8%)
- Private Medical Insurance
- Cashplan
- Income Protection
- Critical Illness cover
- Death in Service
- Parking allowance
- Generous holiday allowance, rising with length of service
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