Regulated Training Officer

Tenet Group Ltd
From £35,000 to £40,000 per annum
01 Dec 2017
04 Jan 2018
Contract Type
Full Time

Here at the Tenet Group we like to think of ourselves as a fun, friendly, flexible place to work, with a really great, family-feel atmosphere. We are one of the largest Independent Financial Adviser support group in the UK with over 25 years industry experience, and we provide a wide range of services that enable us to provide quality financial advice and services to meet the requirements of our clients.

We are currently looking to appoint a Regulated Training Officer to provide a range of training solutions, to new and existing advisers and staff members. The key focus of the role will be on the ongoing development of professional competence, to ensure knowledge levels remain current and to also support them in their attainment of regulated qualifications, to ensure that they can be as successful as possible, within their chosen markets and to also operate effectively within both Tenet frameworks and those of the Regulator. This role is based at our Leeds HQ and involves travel, as and when required, to deliver offsite training and to attend and present at Professional Development Meetings.

The successful applicant will be responsible for the following:

§The ongoing assessment, development, delivery, implementation and evaluation of a comprehensive suite of technical training solutions for both advisers and Tenet staff members

§The delivery of induction courses, development sessions, exam study support workshops, product and process training as well as ad hoc requests for professional development when required

§Attending and presenting at Professional Development Meetings across the country working closely with advisers and Providers

§Evaluation and feedback on delegate performance including benefit realisation exercises to demonstrate the effectiveness of training solutions and the transfer of knowledge and skills into the work place

§Annual verification and ongoing maintenance of Adviser CPD logs and Tenet’s Statement of Professional Standing process

§Collaboration with key stakeholders to ensure that relevant training solutions are provided and that needs are met consistently across all business areas

§Production of MI and reporting to feed into the overall Training strategy and plan

The successful applicant will be able to demonstrate the following:

  • CII Level 4 Diploma in Financial Planning and CeMap or equivalent
  • Professional training qualification such as CITP, or equivalent, would be advantageous but is not essential
  • Demonstrable training experience within financial services, ideally in an IFA/Network/DA/Provider environment
  • Detailed knowledge, understanding and ideally practical experience of the Training Life Cycle in its entirety
  • Enhanced communication and presentation skills with the ability to adapt own style accordingly to suit an audience/learners needs
  • Thorough understanding of Financial Services ideally across both investment and non-investment sectors
  • Enhanced ability to provide feedback and to explain complex information on both a 1:1 basis or to a large group of delegates
  • IT literate with the Microsoft suite of products including PowerPoint, Word and Excel
  • This is a pivotal role within our Training function and offers the opportunity to work closely with advisers in order to support and develop them through their professional journey with us. Applications ideally from experienced Regulated Trainers, though; we may consider applicants with relevant transferrable skills who want to move into a training role with a proven background in Financial Services for example T&C Supervisor, Account Manager, Compliance Officer or Adviser.

    Salary banding is competitive and we also have an excellent benefits package available at the Tenet Group, which includes:

    • An annual performance-related bonus;
    • Access to our flexible benefits platform, TenetFLEX;
    • Access to Perkbox – “the happiness platform”;
    • 25 days holiday as standard (and the option to buy or sell);
    • Company-funded Pension, Income Protection and Life Cover;
    • Access to our Employee Assistance Provider (EAP);
    • Free mortgage and General Insurance advice;
    • An invite to our Annual Staff Conference & Christmas Party;
    • You’ll also get a free Easter egg every year from the Tenet Easter bunny!

    If this role is of interest and you think you have the relevant skills and experience, we'd absolutely love to hear from you!

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