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 and Competence Officer for Financial Planning team ensuring Planners deliver regulatory compliant customer outcomes. Coaching and developing Financial Planners through T&C Scheme with a high performance culture.
Responsibilities
- Conduct mandatory observations, including live and recorded meeting reviews, in line with the T&C Scheme.
- Complete periodic competency assessments and validate Financial Planner competency via Competent Adviser Sign-Off forms.
- Prepare, deliver, and review Personal Development Plans (PDPs), maintaining accurate records on HR / T&C systems.
- Conduct Training Needs Analysis (TNA) to identify individual and team development requirements.
- Review CPD records quarterly and highlight any gaps or shortfalls.
- Review and assess Fit & Proper declarations, escalating issues as required.
- Produce quarterly KPI dashboards for senior stakeholders.
- Support the delivery of knowledge, skills, and capability training sessions, both in-person and remotely.
- Provide coaching to support skills development and regulatory compliance.
- Liaise with internal stakeholders to ensure smooth delivery of the T&C Programme.
- Ensure timely completion of onboarding T&C activities for new Financial Planners, including competency sign-off and licensing.
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
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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