Financial Services Coach

2 months ago

Edinburgh, United Kingdom CV-Library Full time

COACHING CONSULTANT (Must come from Financial Services Background)
*FULLY REMOTE*
PERMANENT (Mon-Fri 09:00-17:30)
UP TO £31,000 + (25 days holiday and a fantastic range of benefits)

**Please only apply if you can say 'YES’ to the following**

* Possess previous experience of working within a 'remote’ coaching capacity

* Available to start employment on the 02/12/2024, AND are available for the following 6-8 weeks of training

* Come from an FCA regulated coaching background

If your answer to all is 'YES’, and if you are passionate about helping others grow and excel and want to make a 'Difference’ then please read on…..

As a Coaching Consultant, you will provide strategic guidance and personalised coaching to new starters within our client’s servicing operation.

As a subject matter expert, you will support them in mastering both simple and complex tasks, helping them achieve role competency, whilst driving improvements in personal and business performance.

This is NOT a traditional Learning & Development role. The Coaching Consultant will step into support our client’s new starters after they have completed their initial intensive training with the Learning & Development Team. This role focuses on coaching and guiding employees as they transition into their operational roles, helping them apply training in real-world scenarios.

Key Accountabilities

* Support agents and specialists with ongoing coaching and development to achieve high standards of performance.

* Identify skill and knowledge gaps through performance analysis, providing targeted solutions to boost new recruits’ effectiveness.

* Establish trust and a comfortable environment for open communication, empowering employees to express their development needs.

* Use insights from trends and feedback to identify coaching needs and deliver personalised support.

* Conduct quality checks to uphold service delivery standards and continuously improve processes.

* Manage daily tasks effectively to ensure new recruits receive consistent side-by-side coaching.

* Design and deliver custom training materials that enhance both capability and operational efficiency.

* Lead effective training sessions to meet evolving business needs.

* Work closely with business partners to refine and update the servicing induction, ensuring all training materials are accurate and up to date.

* Deputise for the Team Manager.

What You Will Need

* Strong coaching skills with the ability to develop team members and monitor their progress.

* Coaching experience within a mortgage, financial services or a similar regulated environment is essential.

* A positive, resilient attitude in challenging situations.

* Excellent problem-solving skills, with the ability to assess, analyse and recommend solutions for customer and process related issues.

* Strong organizational skills to plan, prioritize and manage training plans in line with business objectives.

* Clear and effective communication skills both verbally and written for engaging with a range of stakeholders.

* Flexibility and a positive attitude towards change and adaptability.

* Experience of working in a fast-paced, target driven, customer focussed environment.

* Proficient in Microsoft Office applications.

* Ability to apply training and provide clear responses to verbal and written requests.

* Understanding of complex customer administration processes and policies.

* Experience in a customer-facing role including handling complaints.

* Technical knowledge of financial services including simple and complex queries and transactions.

As a reputable employer regulated by the Financial Conduct Authority, all offers of employment for this role from our client are subject to a series of background checks, including criminal (DBS) and financial checks.

In line with GDPR regulations, we are making you aware that to proceed with your application we will need to contact you via email, telephone and/or text message. To receive future job alerts from us, you will be required to provide consent within our marketing preference options. The link will be provided in an email to you. Due to the high number of applications we are receiving, we are unable to respond to every application individually. If you do not hear from us within 5 days, please assume that your application has not been successful

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