Training and Competency Coordinator

2 months ago

Liverpool, Liverpool, United Kingdom Evelyn Partners Full time

About Evelyn Partners

Evelyn Partners is a leading integrated wealth management and professional services group, with a rich history of over 186 years of experience in helping individuals and businesses thrive.

We offer a comprehensive range of financial and professional services to our clients, including wealth management, tax, and audit services.

Our Mission

We are committed to providing an award-winning service to our clients by employing the best people and fostering a culture of excellence, innovation, and collaboration.

Our Values

We are driven by our core values of Personal, Partnership, and Performance, which guide our approach to delivering exceptional results for our clients.

Job Summary

We are seeking a highly organized and detail-oriented Training and Competency Coordinator to join our team. The successful candidate will be responsible for providing administrative support for logging internal and external training events on internal and external portals to help members of professional bodies meet their Continuous Professional Development (CPD) requirements.

Key Responsibilities

  • Understand and maintain knowledge of the industries CPD environment and translate the requirements into practical and effective CPD logging policy and procedures.
  • Implement methods for monitoring and controlling of CPD events logged on internal and external portals.
  • Oversee the keeping of accurate and comprehensive records of CPD activities both centrally and within the business areas.
  • Ensure all regular monitoring and reporting processes are completed accurately and on time.
  • Provide senior management with the appropriate information to allow them to manage people risk.
  • Collaborate and share best practice with colleagues.
  • Provide training and coaching to new and existing administrators as required.
  • Provide guidance on a day-to-day basis and be the 'go to person' to answer any process or technical issue.

Requirements

  • Highly desirable that candidates have 2 A-Levels.
  • A degree is preferable but not essential for the role.
  • Experience in Administration or Admin Support.
  • Intermediate level Microsoft applications including Excel.
  • An understanding of Learning Management Systems would be an advantage but not a prerequisite.
  • A strong ethic of client service.
  • Ability to work under pressure and to prioritize work.
  • Excellent communication skills both written and verbal, influencing and organizational skills.
  • Ability to use judgment and reasoning to propose solutions to problems.

What We Offer

  • Competitive salary.
  • Private medical insurance.
  • Life assurance.
  • Pension contribution.
  • Hybrid working model (role dependent).
  • 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 organization. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.

We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.

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