Regional Competency Adviser - Nottingham, United Kingdom - St. James's Place

St. James's Place

Verified Company

Nottingham, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Who We Are
People have always been at the heart of St.

James's Place, we value long-term relationships and we are a home for people who care about the future - financially, environmentally and socially.

These core values have enabled us to become a leading FTSE 100 Wealth Management company.

Regional Competency Adviser

Location:
UK based / National/Nottingham/Solihull/Cirencester

The main purpose of this role is to support the Regional Competency Officers with oversight of the delivery of the SJP Training and Competency (T&C) scheme, undertaking detailed analysis of the Partner risk and T&C data, providing consultancy to the Field Management Teams in respect of further action or investigations required.

You will ensure Partner competence is assessed on a regular and frequent basis and ensure appropriate action is taken on risk exceptions.

What you'll be doing:

Undertaking detailed analysis of the monthly data, highlighting exceptions through to the Supervision Managers, including a review of the detailed backup data, Key Performance Indicator (KPI) trends and previous Supervisor actions/comments to ensure only true exceptions are raised.
Supporting the Regional Competency Officer with their monthly Supervision meetings; preparing the MI around Partner Supervision and Evidence of Competence
Using knowledge of the SJP T&C scheme to be able to identify and communicate key areas for the Supervision Management Team to take forward for discussion and resolution with Partners.
Ensuring that within each Location, key risks are managed appropriately with independent challenge provided, where necessary and that the action taken is appropriate and effective.
Support the T&C Team in providing independent oversight to ensure relevant Partner supervision and development is undertaken.
Using Salesforce, the company CRM, to analyze and report data with the use of dashboards. Undertake modules on Trailhead, the Salesforce learning platform, to develop the necessary skills.

We are looking for a strong communicator, the ability to build strong working relationships and the following:

Knowledge of the Financial Service industry and ideally an understanding of the FCA T&C Scheme rules and guidance.
Ability to analyse and interpret various forms of MI and identify exceptions to be taken forward.
Strong influencing skills and the ability to converse face to face and in groups and the diplomacy to discuss sensitive and personal information regarding Partners welfare and financial situation.
Ability to adapt communication style and build relationships at a variety of levels, including Business Consultants, Management, Divisional Directors and Supervision Leads.

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Flexible Working
We understand that employees work best in different ways, at different times and in different environments.

We value all of our employees and appreciate that everyone is unique, and at one of many stages within their career.

Recognising this, we have introduced a hybrid working policy to provide greater flexibility for part-time work, job-sharing, remote working, and flexibility on hours.

Our people are encouraged to work in a flexible way that suits their lifestyle where it can be accommodated, so please ask the question and start a conversation

Why work for us?

Our Rewards
In addition to an attractive salary and eligibility to participate in the discretionary annual bonus opportunities, you will also receive an excellent benefits package including:

Non-Contributory Pension
10% (increasing with length of service) with further pension matching
Meaningful protection benefits with real value, such as 10X life cover, PHI, and critical illness.
Best in class terms and conditions including 6 months paid parental leave.
Private Medical and Dental Insurance
28 days holiday entitlement plus bank holidays (based on fulltime equivalent) with the option to buy up to an additional 5 days holiday
Discretionary bonus scheme dependent on company and personal performance, varied by level

- _Not applicable to fixed term contracts (standard uplift applies in lieu of the protection benefits)_

Our Culture

Our culture is the glue that binds us together - It's one of our biggest assets and one of the biggest reasons for our success.

It's underpinned by core values of doing the right thing, being the best version of ourselves and investing in long term relationships.

We want to embrace diverse backgrounds and experiences to connect with clients, solve problems and innovate. We raise our voice on the things that matter to us and drive change from the front. Contributing to our inclusive culture is vital, ensuring a space for everyone to be their authentic self, no compromises.

In all we do, we consider how our work affects the communities in which we belong. Over 96% of our group employees are involved in supporting our communities through financial education, charitable giving