T and C Manager

3 weeks ago

Milton Keynes, United Kingdom Access Financial Services Full time
Job Description

Company Description

At Access Financial Services, we believe in delivering expert advice to our clients to secure their financial future. Our team is dedicated to providing tailored solutions that add value to every aspect of their life, backed with a personal touch, a simple approach and an everyday language.


We are a well-established and continually expanding Mortgage & Protection Broker firm. We are currently seeking a T&C Manager for predominantly remote work. This role reports to the Head of Compliance and involves supporting the development of our Adviser.


Role Description

This is a full-time, permanent position with standard working hours from 9:00 AM to 5:30 PM, Monday to Friday. Occasional travel to our offices will be required for meetings. The T&C Manager will be responsible for ensuring our organisation operates in accordance with the FCA regulations. The Training and Competency Manager will play a crucial role in ensuring that our Advisers are well-equipped to meet the challenges of their roles and contribute to the overall success of the organisation. The ideal candidate will be responsible for developing and implementing training programs to enhance the skills and competencies of our Advisers.


Qualifications

  • At least 3 years of experience in a similar role within the financial industry
  • Thorough understanding of FCA Training and Competency requirements
  • Excellent verbal and written communication skills with the ability to articulate complex concepts in a clear and concise manner.
  • CIPD or any other relevant qualification in training and or coaching is desirable.
  • Advanced proficiency in Microsoft Office tools and Google Workspace
  • Ability to manage teams and priorities effectively while working independently.
  • Strong organizational skills with attention to detail in planning, record-keeping, and follow-up of training programs, including conducting assessments and evaluations and ensuring its compliance.
  • Effective interpersonal skills with the ability to build relationships and interact with all levels of management and stakeholders.
  • CeMAP Level 3


Key Responsibilities:

Training Program Development: Design, develop, and implement comprehensive training programs tailored to meet the specific needs of our Advisers. Collaborate with department heads and subject matter experts to identify training requirements. 

Competency Assessment: Conduct regular assessments to evaluate the skills and competencies of Advisers. Identify gaps in knowledge and skills and develop strategies to address them.

Training Delivery: Deliver training sessions, workshops, and seminars, utilising a variety of training methods and tools. Foster an engaging and interactive learning environment.

Performance Monitoring: Monitor and evaluate the effectiveness of training programs through feedback and performance metrics. Adjust training strategies as needed to enhance outcomes.

Documentation and Reporting: Maintain accurate records of training activities, attendance, and results. Generate reports on training effectiveness and present findings to management.

Regulatory Compliance: Stay updated on industry trends and regulatory requirements related to training and competency. Ensure that training programs align with industry standards and compliance regulations. 


We Offer:

  • 25 days holiday, including bank holidays.
  • A positive, enjoyable, respectful, and motivated work environment.
  • A team culture that promotes support and collaboration.
  • Remote work opportunity.



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