Regional Competency Officer - Manchester, United Kingdom - St. James's Place

St. James's Place

Verified Company

Manchester, United Kingdom

1 week 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.

Location:
Manchester Office

Employment Type:
Permanent

Regional Competency Officer

Location:
Manchester, covering North of England

The main purpose of this role is to use technical knowledge and experience to oversee the delivery of SJP's Training and Competence Scheme (T&C), undertaking detailed analysis of the Partner risk and T&C data, providing consultancy to the Supervision Lead in respect of further action or investigations required.

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

What you'll be doing:

Undertaking details analysis of the monthly data, highlighting exceptions to the Supervision Management Team, including a review of detailed backup data, Key Performance Indicator (KPI) trends and previous actions/comments.
Using technical and detailed knowledge of SJP's T&C Scheme to identify and communicate key areas for action and ensuring key risks are managed appropriately.
Providing independent oversight to ensure relevant Partner supervision and development Is undertaken reviewing partner interaction records, heightened action plans, skills assessments and assessment of competency.
Keeping up to date with key corporate initiatives to ensure that processes remain fit for purpose, eg, KPI and Quality Gateway measures.

We are looking for someone ideally with experience within Financial Services in a T&C role and the following:

Intermediate level Word and Excel and competence at interpreting and analysing data.
Regulated Diploma in Financial Planning or desire to work towards would be an advantage, but not essential.
Excellent communication skills and the ability to maintain strong relationships at all levels.
Strong influencing and negotiation skills regarding risk exceptions and the interactions required to satisfy agree action plans.
Ability to provide constructive feedback and coaching to the Supervision Team as necessary

Special Requirements:

You will be required to travel around the North of England on a regular basis.

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 a diverse group of 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 and volunteering.

Over 80% of all our employees and Partners donate each month to our Charitable Foundation, which is now the 3rd largest corporate charity in the UK.

Our Awards:

We understand it's important to be proud of the company you work for, that's why we're proud to share with you some of our rece