Training and Competency Administrator - 12 month FTC

Purpose of role

To support the Senior T&C Manager and the T&C Manager Team with a wide range of administrative tasks including the collation and reporting of MI. Ensuring training, records and systems are kept up to date in line with current procedures.
Assisting the operation of effective systems and controls to mitigate business risks and to ensure compliance with the regulatory system. Helping to maintain a collegiate relationship with all staff to foster a positive approach to competence across the company 

Responsibilities

Work closely with TWP T&C and Compliance teams to deliveradministrative support to the Senior T&C Manager and the wider T&C Team. 
Ongoing data management of the Access Evo system, ensuring that starters and leavers are kept up to date in line with HR notifications.
Ensure that all new colleagues added to the system are sent the Assess Evo How to Video within the first 2 weeks of joining.
Be the go-to point of contact for all staff in relation to the Assess Evo system.  Sending out various communications when required.
Help maintain and extract MI from the T&C adviser pathways due to be built within the Assess Evo system; complaints, breaches, file checks and observations.
Support adviser general KPI MI data gathering.
Assist the T&C Managers by chasing and storing adviser SPS renewal records.
Updating of relevant T&C spreadsheets.
Create and update on an ongoing basis the Financial Planner Qualifications and Training Registers.
Maintain the CII and Assess external relationships.
Booking and ordering CII exam materials for TWP colleagues.
Work closely with the Compliance Teams (TWP & Group) to fulfil T&C objectives of the annual certification process.
Assist the T&C Teamin ensuring that training material is allocated to colleagues throughout the year in line with the testing schedule.
Calculating any exam recovery costs in line with HR leaver notifications.
Managing TWP colleagues CII memberships on our Corporate Account including new starters and leavers.
Assist with the content/upkeep of the T&C Intranet page.
Promote and display the supportive and positive T&C culture of the business.
Proactively share best practice and experience in delivering key requirements.

Critical Skills and Experience required

Current experienceworking within the Financial Services sector.
A good understanding and knowledge of relevant FCA rules.
A good understanding of complaints procedures.
A good understanding of other relevant legislation, including that related to financial crime and GDPR.
A good understanding of updating policies and procedures.
An in depth understanding of Training & Competency.
Working knowledge of and be competent with Microsoft Applications.

Essential Qualifications

• None

Key Interfaces (Internal and External)

T&C Managers
Financial Planners
Internal Teams
TWP Compliance Team

Other information

Travel required for team meetings/face to face adviser meetings
Full-Time – 9am to 5pm with 1-hours lunch (35hours)