Graduate Training & Competence Specialist

Seven Investment Management; England; Presencial; GBP 26.000 - 38.000; Jornada completa

Descripción de la vacante

Seven Investment Management is seeking a Training & Competence Graduate to support the delivery of T&C and learning activities across the business, with a focus on Private Wealth and Adviser population.

This entry-level role sits within the People & Culture team, offering exposure to how we train, develop and assess colleagues in regulated and client-facing roles. Over time you\'ll grow knowledge of financial advice and regulatory requirements and take on greater responsibility.

Formación

• Degree or equivalent graduate-level qualification.
• Willingness to undertake relevant professional qualifications as part of the role.
• Interest in developing a career within Training & Competence, Learning & Development.

Responsabilidades

• Support the day-to-day administration and delivery of the Training & Competence framework.
• Help ensure T&C activities, assessments and actions are completed within agreed timescales.
• Support the T&C Manager with the coordination of Adviser and Certified Person competence activity.
• Maintain T&C schedules, trackers and records, following up with Advisers and managers where information or actions are outstanding.
• Develop an understanding of FCA requirements and how these are applied through the firm’s T&C framework.
• Support the continuous improvement of T&C processes, materials and ways of working.
• Help organise training sessions, workshops and development programmes, including invitations, materials, attendance and follow-up activity.
• Gather feedback following training and use this to help improve future learning activity.
• Support the management and administration of learning through LRN and other learning systems.
• Support the T&C Managers with the planning and coordination of competence assessments for Advisers and relevant regulated roles.
• Help collate evidence required for competence and certification assessments.
• Support the administration of knowledge assessments, CPD reviews, role plays and other competence activity.
• Maintain records of assessment outcomes, feedback and agreed actions Track development or improvement actions and follow up with Advisers and managers to ensure these are completed.
• Maintain accurate and up-to-date T&C records, including assessment outcomes, CPD evidence, training records and development actions.
• Produce regular MI showing completion rates, outstanding actions and key T&C activity.
• Support the T&C Manager in identifying themes and trends from training, assessment and competence data.
• Help prepare practical reporting for managers and leadership.
• Maintain high standards of data quality and confidentiality across all T&C records.
• Support the annual SMCR certification process through the collation and maintenance of competence evidence and T&C records.
• Help track outstanding certification requirements and follow up actions.
• Develop an understanding of the Senior Managers & Certification Regime and the role T&C plays in demonstrating ongoing competence and fitness and propriety.
• Work with People & Culture, Compliance and managers to ensure relevant records are complete and maintained appropriately.
• Demonstrating the organisation\'s Vision, Purpose, Values; and promoting role model behaviour in the company.
• Take ownership of personal development and actively seek opportunities to build knowledge of T&C, Learning & Development and financial services.
• Support wider People & Culture projects and initiatives where appropriate.
• Develop an understanding of the FCA’s Consumer Duty and how training and competence support good outcomes for clients.

Conocimientos

Learning & Development

Training & Competence

People/HR

Financial services

PowerPoint

Excel

Word

Educación

Degree or equivalent graduate-level qualification

Herramientas

MS Office

PowerPoint

Excel

Word

Descripción del empleo

Seven Investment Management is seeking a Training & Competence Graduate to support the delivery of T&C and learning activities across the business, with a focus on Private Wealth and Adviser population.

This entry-level role sits within the People & Culture team, offering exposure to how we train, develop and assess colleagues in regulated and client-facing roles. Over time you\'ll grow knowledge of financial advice and regulatory requirements and take on greater responsibility.