COVID-19

Training & Competency Consultant

Full Time

Key Group

Training & Competency Consultant Preston

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We have a fantastic opportunity for a Training and Competency Consultant to join our friendly, professional team.

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 specialise in providing expert independent equity release advice to suit our customer needs.

We compare plans from across the whole equity release market, ensuring we always find the one that best suits our customers’ requirements. Because we’re completely independent and not tied to any providers our advice is guaranteed to be honest, independent, and tailored to each customer.

With this in mind we are seeking a Training and Competency (T&C) Consultant to support our Equity Release Field Sales Management and their adviser teams.

Key responsibilities of a Training and Competency Consultant:

  • To demonstrate and continuously embed the company values in every aspect of the role.
  • Instruct, coach, and monitor individuals, producing reports and individual training plans. Set up training records.
  • Identify areas where advisers can improve their standards and associated risk ratings.
  • Conduct an evaluate assessments of Field and Key Direct Advisers, including the hybrid team.
  • Complete the T&C requirements for the self-employed advisers.
  • Facilitate in the delivery of training.
  • Supervise individual advisers in accordance with the approved training and competence scheme where required.
  • Evaluate the effectiveness of all training provided through ongoing observations, feedback, and pre and post course statistics.
  • Identifying training needs and implementing the training to address them.
  • Identifying ‘standard’ complaints and implementing ways to reduce them.
  • Generate innovative ideas and seek to continuously improve all aspects of our sales teams including using a paperless way of reporting.
  • Assess current and future training needs for the business in conjunction with the Sales Management team. Quarterly discussions with each Regional Manager who has advisers in the Training and Competency Consultant’s area.
  • Assessing the managers to ensure that they are carrying out their activities correctly.
  • Some will have the ability to complete face-to-face equity release appointments with clients if required.
  • Get new advisers to CAS as soon as possible so they will take over and ‘buddy’ the new advisers following completion of the induction course.
  • Complete sign off requests to compliance for advisers.
  • Check pre 2nd appointment files, cases over £250,000 and written files.
  • To carry out any reasonable instruction commensurate with the role.

We welcome applications for this Training and Competency Consultant from candidates with experience in the following areas: Training and Competency, Equity Release, PowerPoint, IT, Financial Services, Field Equity Release Adviser, CeMAP, CeRER, FPC, DipFS, DipFA, DipFSM.

Benefits

  • Tier 1 Pension
  • Healthcare
  • 25 days holiday
  • Enhanced Maternity/Paternity Package

Essential Skills

  • Extensive knowledge and experience of equity release products, services, and sales ideally with sales supervision exposure.
  • Qualifications in some of the following or equivalent CII status; CeMAP, CeRER, FPC, DipFS, DipFA, DipFSM.
  • Successful history of sales and Equity Release products with excellent compliance results.
  • Knowledge of all aspects of what is required to be a fully compliant and competent Field Equity Release Adviser.
  • A highly credible, financial services industry professional.
  • Computer literate, e.g. highly proficient in PowerPoint.
  • Personal effectiveness, including enthusiasm, self-motivation, and the ability to work on own initiative.

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

  • Extensive knowledge and experience of equity release products, services, and sales ideally with sales supervision exposure.
  • Qualifications in some of the following or equivalent CII status; CeMAP, CeRER, FPC, DipFS, DipFA, DipFSM.
  • Successful history of sales and Equity Release products with excellent compliance results.
  • Knowledge of all aspects of what is required to be a fully compliant and competent Field Equity Release Adviser.
  • A highly credible, financial services industry professional.
  • Computer literate, e.g. highly proficient in PowerPoint.
  • Personal effectiveness, including enthusiasm, self-motivation, and the ability to work on own initiative.

COVID-19 Training & Competency Consultant Preston

Apply Now

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