Financial Analyst responsible for collecting, analyzing financial data and reporting at Xcel Energy. Engaging in budget development, variance reporting, and regulatory support while enhancing professional skills in rotations.
About the role
- Training & Competence Officer ensuring Financial Planners are capable while complying with regulatory requirements. Supporting their development and managing training records within a hybrid 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 the T&C Scheme
- Conduct mandatory observations and competency assessments
- Prepare and review Personal Development Plans (PDPs)
- Conduct Training Needs Analysis (TNA)
- Review CPD records quarterly
- Assess Fit & Proper declarations
- Produce quarterly KPI dashboards
- Support delivery of training sessions and coaching
- Ensure timely completion of onboarding T&C activities for new Financial Planners.
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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