Divisional Trainer - South West, United Kingdom - Foresters Financial

Foresters Financial

Verified Company

South West, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Foresters Financial is a financial services provider offering savings, investment, and protection products which helps families and individuals reach their financial goals, protect their families and improve communities.

Summary of Role

Working in collaboration with, and under the supervision of Divisional Management to ensure our Field Force provide outstanding customer service and maximise sales opportunities, within the regulatory framework through the provision of quality training, coaching and development.

Key Responsibilities & Duties

Design, deliver and evaluate the Field Force Initial Training Course (ITC)
Ensure through regular review the ITC validity and content remains current and fit for purpose.
Assess employees within the sales process and produce evidence of achievement.
Design, deliver and evaluate training to ensure sales process, product knowledge and regulatory requirements are delivered to customers competently and professionally.
Design and deliver knowledge and skills training to field management and staff in accordance with business needs.
Prepare and update the field annual product testing requirements as directed by the Divisional Manager.
Audit, monitor and evaluate our Field Force to identify training needs and monitor and audit training, performance and competence data in order to meet FCA regulatory requirements.
Design and deliver training solutions to address identified business development areas.
Design and introduce E-Learning using both existing and new media solutions.
Design and maintain a pool of training resources and materials to help support the completion of CPD training.
Support the Senior Manager and Certification Regime annual certification process through retention and sharing of evidence as directed by the Divisional Manager.
Develop and maintain a learning management system to support the effective delivery of learning within the Division.
Update systems and libraries for record keeping.
Deputise for the Area Managers at customer meetings to ensure Financial Advisers maintain standards and working practices and act in accordance with company policy and procedures.
Act in accordance with the Financial Conduct Authority (FCA) Code of Conduct for Company Representatives*
Knowledge, Skills and Experience
Experience in Financial Services preferable.
Proven ability in coaching, training and developing individuals.
The ability to design, deliver and evaluate training and development programmes.
Proactive and personable individual with excellent communication skills.
Previous experience of interacting with customers.
Professional approach to work and with colleagues and customers.
Gravitas to facilitate meetings and deliver profession presentations.
Strong organisational skills with a proven ability to work remotely.
A strong will to develop as required to support business needs including obtaining formal training and/or coaching qualifications.
An understanding of learning styles and methods used to deliver training.
Knowledge and understanding of Treating Customers Fairly
Legally able to drive in the UK

Qualifications

A formal training qualification would be preferable or willingness to study for and complete an accredited training program.

Other information

The Divisional Trainer will be required to run training courses and/or field assessments at locations determined by the company, as such this will include frequent travel often requiring overnight stays.

A Full driving license is required for this role.

I
ndividual Conduct Rules
This position falls within the scope of the FCA's Certification Regime and, as such, the following Individual Conduct Rules apply

You must act with integrity
You must act with due skill, care and diligence
You must be open and cooperative with the FCA and other regulators
You must pay due regard to the interests of customers and treat them fairly
You must observe proper standards of market conduct
The job holder is required to follow and act in accordance with the rules and requirements of the Financial Services and Markets Act 2000, Financial Services Act 2012 (and any other applicable legislation), the company's regulator(s)and the company, and any amendment thereto

As well as an opportunity to work with talented people we offer a competitive salary, life cover, pension scheme into which the company will contribute up to 10% of total earnings and a performance based discretionary bonus scheme.