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Operations Trainer
2 weeks ago
**My Client is seeking a Operations Trainer to join their South West Offices.**
To provide comprehensive and consistent business process training and technical support to the branch and central operations teams, in order to support and develop the performance and competency of the administrators to a high standard.
To provide support to the teams to ensure that they provide an efficient, effective and timely administration service to the advisers and their clients, adhering to FCA regulations and internal policy and procedure. The Operations Trainer will work togetherclosely, alongside the Operational Improvement Manager and Regional Operations Managers/ Central Operations Managers to support the training and development of the operations teams.
**Knowledge, Skills and Experience**:
- A minimum of 4 years’ experience in an administration role within the financial services industry, ideally within an IFA
- Experience of training on a one to one basis and in a group environment
- Certificate in Financial Planning or an equivalent Financial Services qualification
- A good knowledge and understanding of a wide range of financial products
- Excellent knowledge of internal company processes and procedures
- Good knowledge of regulatory requirements
- Good knowledge of Intelligent Office and Virtual Cabinet
- Experience of working within defined service standards, policies and procedures
- A proven track record in delivering excellent client satisfaction
- Excellent communication and interpersonal skills
- Excellent accuracy skills and attention to detail
- Ability to build and develop effective working relationships at all levels
- Excellent administrative, planning and organisational skills
- A team player with an adaptable and flexible approach to work to suit business needs and changing priorities.
**Challenges**:
- To deliver a high standard of consistent business process training across the region.
- Building and developing a good working relationship with the Administrators, Regional Operations Managers, Sales Managers and Advisers.
