Training and Competency Assistant
2 weeks ago
Salary: £29,000 per annum
Hours: 35 hours per week
Contract: Permanent
Location: Hybrid (Office: West Bromwich)
We're made for each other
At the West Brom, we know solid futures don't happen overnight. So, whether our customers are looking to own their first home or have savings they can rely on, we'll do everything we can to help them build the life they want bit by bit. We're all about customer experience, which means we do the right thing, not just the easy thing. Whatever your role, you'll put the customer at the heart of everything you do and make a positive lifelong impression.
What you'll be doing:
- Carrying out call monitoring and file checks to assess whether our Personal Mortgage Consultant's advice is in line with policy.
- Monitoring trends and keeping on top of any actions.
- Completing the Training and Competency (T&C) scheme records.
- Coaching and supporting the team through feedback to drive success and good customer outcomes.
- Staying up to date on all our products, services, regulatory requirements and sales processes so you're always ready to share your knowledge and support the team.
- Providing feedback to Operational and Conduct Risk whilst carrying out any investigations for compliance purposes.
- Updating and making changes to the T&C scheme and mortgage advice processes.
- Suggesting improvements to Personal Mortgage Consultant's based on observations to improve customer interaction.
- Training and supporting new Personal Mortgage Consultants who join the team.
- Full CeMAP qualification
- Someone who shows up every day with a positive, helpful, and supportive attitude and makes a heartfelt on the team.
- Someone with an infectious team spirit who's ready to collaborate and share ideas including with Operational and Conduct Risk and other departments.
- A calm, clear, and confident communicator who has experience in providing feedback to others including that of a skilled/technical nature.
- A customer centric person who holds a genuine interest in customers and their needs.
- Experience of carrying out quality reviews and file checks is desirable.
- A focused individual who can organise and prioritise workload with an emphasis on attention to detail.
- Previous experience working in a regulated environment with mortgages and related financial services products.
What's in it for you:
- We pride ourselves on our development opportunities and always look to promote from within wherever possible,
- Holiday starting at 175 hours (25 days) plus bank holidays that grow with your time with us and the opportunity to buy or sell up to 5 days holiday each year,
- 2 paid volunteering days a year,
- Living Pensions: Pension scheme starting at 5% contribution from you and 7% contribution from us, and we'll match your further contributions up to 10.6%
- Enhanced maternity, paternity and adoption leave with paid fertility treatment, neonatal and pregnancy loss leave,
- Life assurance provided by the Society at 4 times your salary,
- Yearly performance related pay scheme and pay review,
- Private medical insurance that's discounted when your time with us grows, with the option to include family members,
- Salary Sacrifice Electric/Hybrid Car Scheme,
- A Perkbox account - giving you 24/7 access to perks, benefits, discounts, wellbeing tools and loads more
- And much more, from flexible working options, wellbeing support and a whole heap of warm West Bromness.
At the West Brom we appreciate that our employees are unique individuals with differing needs depending on their specific circumstances and stages in life. When we say our people are the West Brom's biggest asset that doesn't mean just viewing them as employees. We're proud of our heritage and absolutely believe that the West Brom is a great place to work. Our employers are the heart of bringing our new vision to life- where our customers and communities own a more secure future. Everyday, through the work they do together and the care they show, they're helping turn that vision into real and lasting.
We're a Disability Confident Leader and encourage disabled applicants and all from diverse backgrounds to apply. We'll do what we can to adjust our recruitment journey and offer a guaranteed interview to disabled applicants who meet what we're looking for. If you need any support with applying to one of our roles, get in touch at
Do it today and click apply
*Please note - We reserve the right to withdraw our adverts earlier than the original published expiry date, therefore if you are interested please submit your application as soon as possible*
Head Office: 2 Providence Place West Bromwich B70 8AF. The West Brom is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and Prudential Regulation Authority. Register no 'the West Brom' is a trading name of West Bromwich Building Society.
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