COVID-19

Training and Competency Support

Full Time

Key Group

Training and Competency Support Solihull

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Are you looking for an exciting new opportunity in Training and Competency Support?

Key Group is one of the most exciting, forward-thinking brands in financial services, focused on helping people unlock a better retirement since 1998. Our mission is simple: To be the UK’s leading later life lending company

We are looking for a Training & Competency Support professional to join our business, to provide support of first line file checking support and to work alongside our TC Structure.

In this Training & Competency (T&C) Support role you will be ensuring that appropriate advice including the associated documentation is provided by all The Equity Release Experts (TERE) Advisers, as well as providing support to the TERE Management Team and advisers on TERE Regulatory Standards of advice and documentation in keeping with our Treating Customers Fairly policy.

Main responsibilities of this Training and Competency Support role:

  • To contribute to the direction and implementation of the TERE Quality of Advice Standards and ensure that all our customers are treated fairly.
  • To accurately carry out client file assessments to the required standards.
  • Provide direct support, guidance, and advice to the business on Quality of Advice matters.
  • To build effective, supportive relationships with the Regional Managers, T&C officers, and advisers in order to establish and maintain the appropriate Quality of Advice standards.
  • To assist with the implementation of compliance regulations and help educate the business.
  • Work closely with the T&C team to ensure consistency of approach in all aspects of the TERE Quality of Advice.

We welcome applications for this Training and Competency Support role from candidates with skills in the following areas: Training and Competency Support, Financial Services, TERE Quality of Advice Standards, Client File Assessments, Communication Skills.

Benefits

  • 23 days holiday (increasing each year of service) plus bank holidays
  • Opportunity to buy/sell holidays
  • Tier 1 Pension
  • Simply Health healthcare
  • Life Assurance
  • Enhanced maternity/paternity package
  • 1 Charity Day per year

Essential Skills

Key knowledge, skills, and experience:

  • Experience of prioritising and completing work to meet tight deadlines
  • Attention to detail and logical thinking
  • Strong written and verbal communication skills
  • Ability to interact with all levels of the business
  • Good interpersonal skills 
  • Previous experience within regulatory aspect of financial services industry
  • Previous experience of assessing client files

Desired Skills

Most of all we look for people who display and work around the core values of our business:

Ambitious – to break ground to help our customers enjoy a better retirement.
Supportive – relationships are key to everything we do.
Personal – going above and beyond to offer exceptional service.
Integrity – honest, true, and transparent in all of our relationships.
Responsive – whatever the challenge we’ll deliver the right result.
Expert – experts in our field, our thirst for knowledge never stops

About Company

Our purpose is to help people finance a better retirement.

Our mission is to be the UK’s leading later life lending company.

Our connected portfolio of brands comprises of Key, Key Partnerships, more2life, The Equity Release Experts and Air Group.

https://www.wearekeygroup.co.uk/legal/privacy-policy

Essential Requirements

Key knowledge, skills, and experience:

  • Experience of prioritising and completing work to meet tight deadlines
  • Attention to detail and logical thinking
  • Strong written and verbal communication skills
  • Ability to interact with all levels of the business
  • Good interpersonal skills 
  • Previous experience within regulatory aspect of financial services industry
  • Previous experience of assessing client files

COVID-19 Training and Competency Support Solihull

Apply Now

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