L&d Associate

4 months ago

London, United Kingdom Evelyn Partners Full time

**Company Description**
Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses.

We provide an award-winning service for our clients by employing the best people. Join us on our mission to place the power of good advice into more hands because we believe that everyone deserves access to good advice, regardless of where they’re at in their financial journey.

An exceptional track record of growth and innovation is driven by our core values of: _Personal, _offering advice based on a true understanding of what matters to our clients; _Partnership_, working with our clients in a joined-up, collaborative way; and _Performance_, demonstrating a breadth and depth of advice expertise to deliver first-class results.

Read more about us and available career opportunities here:
Wealth, accountancy and business advisory services | Evelyn Partners

Careers | Evelyn Partners

Provide administrative support to the Learning & Development Team.

**Key Responsibilities**
- ICAEW Registrations
- Be responsible for ICAEW Registrations across the firm.
- Manage new joiners, leavers, promotions and department or role changes.
- Preparation of information and submitting to the ICAEW.
- Update the HR system and the internal ICAEW register for budgeting purposes.
- Gather copies of certificates and keeping files current.
- Facilitate the annual renewals with ICAEW.
- Other Accredited Bodies and Institutes
- Maintain a register of corporate memberships and files for contracts.
- Ensure timely payment for corporate and individual memberships.
- Maintain a current register of individual memberships for budgeting purposes.
- Fit and Proper
- Facilitate the annual firm-wide Fit & Proper declaration exercise.
- Mandatory e-learning
- Facilitate mandatory e-learning via the firm’s Learning Management System.
- Manage to completion and prepare reports on completion statistics.
- Learning Management System
- Maintain users on the system
- Issue regular training courses and assessments
- Produce reports
- Ensure timely payment of invoices
- Course and exam booking
- Ad hoc booking of courses and exams for all regulated areas.
- Order all study materials.
- Process invoices for courses and exams.
- Collate monthly exam results and report for bonus purposes.
- Update the HR system and relevant spreadsheets.
- Organise internal courses.
- Maintain a schedule of all students studying towards professional qualifications.
- Record new and existing staff qualifications on the HR database.
- Technical and Personal Skills Training Courses
- Assist with various pre and post course tasks.
- Assist the L&D and T&C Managers with bespoke in-house programmes, coordinating meeting rooms, external venues and course materials where necessary.
- Co-ordinate CPD certificates for participants.
- Corporate Induction
- Invite new joiners.
- Schedule presenters and update all slides.
- Prepare materials.
- Organise the networking lunch.
- General Administration
- Take phone messages.
- Arrange meetings booking rooms and catering.
- Update the L&D intranet site.
- Co-ordinate invoicing and cross charging for courses and events.
- Provide absence cover to the T&C Officer.
- Other ad hoc support as required.
- Strong administrative skills
- Prioritising work on a day-to-day basis
- Dealing with queries
- Experience of working within an HR / L&D environment desirable, as is any previous experience working in a financial services regulated environment

**Qualifications**
- Educated to at least A level (or equivalent)

**Key Competencies**
- Customer focus - provide a high standard of service to internal clients.
- Planning and organising - must be able to organise their time to manage high volumes of work with a proactive attitude.
- Attention to detail - a zero tolerance attitude to errors.
- Innovative - demonstrates initiative to improve work processes.
- Good oral and written communication skills in order to deal effectively with period at all levels, both internally and externally.
- Use of IT - proficient in Excel, Word and Outlook.

**Additional Information** As a colleague here at Evelyn Partners, you will have access to benefits that include**:

- Competitive salary
- Private medical insurance
- Life assurance
- Pension contribution
- Hybrid working model (role dependant)
- Generous holiday package
- Option to purchase additional holiday
- Shared parental leave

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we’re delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitmen

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