Qualifications & CPD Co-ordinator

Rathbones provides individual investment and wealth management services for private clients, charities, trustees and professional partners. We have been trusted for generations to manage and preserve our clients’ wealth.

Our tradition of investing and acting responsibly has been with us from the beginning and continues to lead us forward. Our ambition is to be recognised as the UK’s most responsible wealth manager.

We see it as our responsibility to invest for everyone’s tomorrow. That means doing the right thing for our clients and for others too. Keeping the future in mind when we make decisions today. Looking beyond the short term for the most sustainable outcome. This is how we build enduring value for our clients, make a wider contribution to society and create a lasting legacy. Thinking, acting and investing responsibly.

Job Title: Qualifications & CPD Coordinator

Department: Training & Competence

Location: Leeds

Contract Type: 12 month secondment / 12 month fixed term contract

The Role

• Support the delivery and management of professional development and competence programmes to ensure our colleagues remain amongst the most capable in the financial services sector.
• Collaborate and coordinate effectively with members of the Learning Team People function and other key stakeholders to ensure a joined-up approach, proving an ‘out of the ordinary’ employee experience.

Outcomes of the Role

The key focus of the role is the day-to-day operation of the company’s Training and Competence framework, which means

• Effective administration and co-ordination of learning initiatives, working alongside Compliance and other Support functions to ensure relevant learning initiatives are delivered to our exacting standards
• Support the Learning Manager in the design and development of professional development initiatives
• Ensure effective communication, administration, tracking of attendance, expenditure tracking, subsequent evaluation and monitoring of initiatives both on the events and systems sides
• Day-to-day operational management of career pathways and apprenticed employees
• Maintain corresponding learning records
• Ensure FCA regulated employees have appropriate professional qualifications and are onboarded correctly
• Develop strong working relationships with third party providers of professional qualifications
• Data recording and reporting to maintain learning data integrity and provide MI
• Involvement in ad hoc / other Learning projects such as supporting on-boarding of new joiners

Knowledge & Experience

• Diligence, accuracy and attention to detail are important skills needed in this role
• Able to work cheerfully as part of a team, whilst requiring minimum supervision once initial training has been completed
• Project management; excellent organizational and administrative skills, incl. planning, prioritizing, time management, punctuality, ability to meet deadlines
• Previous Training & Competence experience (an advantage)
• Strong interpersonal, relationship-driven skills
• Strong communication skills, incl. professional telephone and email manner
• Ability to work under pressure, adapt to change and use initiative and good judgment as required
• Emotionally mature and able to maintain strict confidentiality
• Ability to take a proactive approach to ensuring administrative activities are managed effectively and efficiently, and a continuous improvement mind-set
• Proficient in Microsoft Office – Outlook, Excel, Word, PowerPoint
• Familiarity with Oracle’s OLM (an advantage)

Life at Rathbones

We aim to become an employer of choice for the wealth management sector, to achieve this we are working hard to build a diverse, equal, and inclusive workplace that motivates, develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones, we provide meaningful work, opportunities, and a voice to all.

We are committed to building a team that is made up of diverse skills, experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values – those that are passionate about client service, operate with the highest levels of integrity and have a strong results focus.

We’re a Level 1 Disability Confident employer under the UK Government scheme. This means we’ve signed up to a set of commitments around how we recruit, retain and develop people with disabilities. Find out more about the Government Scheme online. If you require adjustments to apply for a role at Rathbones, please contact us via recruit@rathbones.com to let us know what adjustments you may need.

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