Training and Competency Officer

**Training and Competency Officer - Cheltenham (hybrid working available)**

**Are you a Training and Competency professional and do you hold a qualification in Financial Planning? Do you thrive on getting to know a business and delivering training and competency supervision and coaching? Are you looking for a business that supports home based working and professional development? If so, please keep reading.**

We provide our advice and service through Attivo Financial Planning, one of the very few Independent, Chartered Occupational Pension Specialist, financial planning firms in the UK. We aim to deliver the most professional, technically competent, independent advice and service to our clients. We want to be seen as a leader in the financial planning sector, to help change the standing of financial planning to be recognised as a genuine profession and to ensure we, and the profession, contribute positively to society and the economy.

**Main responsibilities**
- Conduct mandatory competency assessments and developmental skills assessments using a variety of means including live and recorded meeting observations, role plays and “tell me how” interviews
- Prepare quarterly supervision plans for Financial Planners to support performance management
- Delivery of coaching on an individual and group basis to support skills development
- Support delivery of knowledge and capability training and assessments
- Monitor and advise on appropriate CPD record keeping
- Assist in thematic advice reviews and customer outcome assessments
- Engage with stakeholders to ensure the successful delivery of the Training and Competency Programme.

**Qualifications, skills and experience**
- Minimum level 4 qualification in Regulated Financial Planning
- Experience in financial services, particularly in a training and competency, supervision, or financial planning role
- Strong organisational and time management skills
- Ability to engage and collaborate with a variety of stakeholders
- Analytical and able to problem solve effectively
- Confident coaching and training skills, in person on an individual basis, in groups and remotely using video conferencing technology
- Able to act as a role model for good conduct and unwavering focus on delivering good customer outcome
- Level 3 training qualification and /or supervisory qualification (e.g. AF6 or J07) would be desirable
- Experience of using Intelliflo would be an advantage
- Knowledge of retail mortgages or Pension transfer specialist supervision experience would be desirable.

**Salary and benefits**
Up to £45,000 depending on qualifications and experience.

Attivo also offers:

- Excellent company benefits package including a non-contributory Pension Scheme, Private Medical Insurance, Income Protection, Critical Illness and Death in Service
- Generous holiday allowance, rising with length of service
- Work from home and flexible working available
- Discounted corporate gym membership
- Parking allowance for employees who live over 1.5 miles away from the office (Cheltenham only)
- Regular company social events
- Charity days
- Excellent culture, promoting employee wellbeing and engagement.

**Recruitment Policy**
Attivo Group Limited is committed to being an Equal Opportunities employer. If you require reasonable adjustments at any stage of the recruitment process, please let us know and we will endeavour to make the process as accessible and as fair as possible.

Attivo Group do not use recruitment agencies as we respectfully ask that agencies do not contact us in regard to posts advertised on this site.

**Privacy Policy**
If we have received your details in response to a recruitment initiative, we will store the personal information that either you have provided us with. We process that information because it is in our legitimate interests to do so in order for us to be able to make an informed decision about whether to interview you and, ultimately, recruit you.

We believe that you would reasonably expect us to process your personal information in this way and that such processing does not have an impact on you in a way that would make this processing unfair. Where your personal information is kept as part of a file relating to prospective employees of Attivo Group, we will retain that information and any information relating to that matter. This is so that we can review the file if any complaints or issues arise after the recruitment process. The length of time that we keep prospective employee files is usually 3 months after conclusion of the relevant recruitment process.

Please visit our website to view our full privacy policy for prospective employees.