Wfs Training Consultant - Birmingham, United Kingdom - Wesleyan Assurance Society

Tom O´Connor

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Description

We specialise in providing financial services to some of the nation's most trusted professions: _GPs, hospital doctors, dentists and teachers, and have been doing this since 1841_.

Our customers are extraordinary - the people who shape the world we live in for the better. We chose to shape our world around the exceptional. _

  • We currently employ around 1400 people, and o_ur success comes from a history of evolving to embrace new challenges. Transformation is key to how we work, so no matter what your job title might be, if you are someone who can help us shape the future, you'll fit right in and have a voice here._
  • We are proud supporters of the ABI _
    _Making Flexible Work__ campaign which means we are open to discuss _
    _flexible working__, job shares and part time options. We also _
    _support hybrid ways of working__, where you can split your week working from home and our iconic Birmingham_ city centre _

Your Role


You will be responsible for managing the training requirements for regulated advice colleagues within Wesleyan Financial Services, to ensure they have the required knowledge, skills and expertise to carry out all aspects of their job role.


This includes scheduling and resourcing the delivery of new Adviser academy together with the development of solutions against the identified priority needs of Projects and BAU activities, in order to increase skills, effectiveness, productivity and income.

The scope of the role includes onboarding, foundation knowledge, specialist knowledge and skills.


What you'll be doing:


  • Work with Regional Development Managers, Regional Managers, Heads of Division and other WFS management teams to ensure training and development plans are effective in delivering team capability and development needs for regulated advice professionals
  • Manage the design of the onboarding programme for Specialist Financial Advisers (SFAs) and Regional Managers (RMs). This includes the content, delivery method, sequencing and sign off processes.
  • Manage the delivery of the onboarding programme, including the resources (delivery team comprised of RMs, SMEs, SFAs, RDMs as appropriate), rooms, equipment and materials to deploy learning effectively
  • Develop the capability of the delivery team for onboarding, to ensure that a high quality and consistent programme is provided
  • Manage and maintain training material to support the T&C scheme, including Licensing and associated CPD requirements
  • Work with stakeholders to design and deliver appropriate learning solutions, including digital content and face to face workshops, to support the launch of new products / systems / processes that impact WFS
  • Project manage the implementation of learning solutions to meet identified capability gaps within WFS
  • Develop training solutions for WFS led projects, ensuring that change is effectively trained to managers and colleagues and successfully embedded
  • Ensure the production, maintenance and delivery of inhouse training and development materials/interventions aligns with Wesleyan standards defined by the central People Development department to ensure consistency


We know the best teams are made up of inclusive groups of diverse people where everyone's contribution counts, and we believe everyone has the right to proudly be themselves.

We're building a culture where difference is actively encouraged and simply recruit the best people for the job irrespective of lifestyle, life history and life choices.


We're looking for:


  • A proven track record of success within a training and coaching role, in a financial services regulated sales and advice environment is essential.
  • Experienced in the design and delivery of a range of training solutions including digital content (Rise, Articulate etc.), remote and face to face workshops.
  • Evidence of professional level study and significant progress towards a recognised financial services professional qualification (e.g CII Diploma in Financial Planning)
  • Thorough knowledge of regulatory and legislative requirements relating to provision of financial advice
  • Motivational and inspiring approach with excellent training/presentation skills.
  • High level of personal credibility and ability to establish effective, influential relationships with senior stakeholders.
  • Able to present management information and recommendations to key stakeholders, both face to face and through written reports
  • Ability to challenge existing work practices and to work with others to deliver best practice.
  • Good organisational skills, able to manage multiple projects and deadlines
  • Diploma in Financial Planning (or equivalent) would be desirable
**The financials on offer: - Competitive annual salary, reviewed annually

  • Annual Performance based Bonus
  • A great pension scheme company matched plus 2% (up to 10%).
When you're working in the office, we're based on Colmore Circus Queensway in Birmingham

  • Close to rail links: 0.1 mile from

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