Learning Manager (Project)

To design and deliver through appropriate interventions, including but not limited to, face to face events, webinars, podcasts and e-learning, to address learning needs in the onboarding and ongoing use of a Customer Records Management (CRM) / Point of Sale (POS) system.

Work with the project team to deliver training & educational comms which enable benefit realisation through a highly valued first-class adviser learning experience.

Responsibilities

• Design and deliver adviser learning events across the Sesame Bankhall Group adviser population.
• Design and deliver leaning events for Sesame Bankhall Group staff
• Total creation of the learning experience including learning outcomes, content creation and approval, assessment of learning or behaviour change and the build of the supporting vehicle, for example classroom session, webinar, podcast, e-learning module or 1-1 intervention.
• Undertake appropriate content reviews ensuring the ongoing validity of training material through approval from internal experts and business owners. Demonstrating sign off through documented version control
• Utilise the functionality of Your Learning Hub (YLH) to support the event/session management and CPD requirements.
• Design and implement an effective learning evaluation mechanism assessing delegate response and learning enhancement.
• Analyse delegate response feedback and learning enhancement evidence to enhance the learning agenda and delivery.
• Analyse trends from queries & case checking to identify additional learning opportunities.
• Liase with Marketing in the production of training collateral, website updates and adviser communications in the promotion of learning interventions.
• Liase with the Adviser Training Manager in the provision of learning content and assessments.
• Provide ongoing project reporting on training progress and outcomes.
• To undertake ad hoc projects and duties as and when required, to support the needs of the business or to achieve departmental objectives.

Critical behaviours required

Personal profile

Qualifications required 

Desirable 

• Professional regulatory exams evidencing knowledge in required training topics
• Learning and Development diploma
• JO7 Supervision in a Regulated
• Diploma in Financial Planning
• Driving License
  

Experience required 

Essential

• Financial advice provision and/or financial advice compliance
• Training design and delivery using a range of interventions: face to face, classroom, e-learning, webinar, podcast.

Desirable

• CRM / Technical Training experience
• Behavioural competency training design and delivery

Our Expectations

Our Approach to Risk Management

• You will require an awareness of operational and regulatory risk, which may impact on SBG. You will be responsible for reporting to their line manager any risk which may impact on the business.

Three Lines of Defence Risk Management Model

• You will be required to deliver your role competently and comply with the relevant standards and procedures, ensuring that SBG deliver a service where suitable advice is given to the end consumer, which is adequately recorded and ultimately promotes good customer outcomes. This can either be through direct influence or in a support services capacity.

The Consumer Duty Principle

• You will be required to highlight to your line manager procedures and processes that may impact on SBG’s ability to deliver good outcomes for retail customers and/or may lead to foreseeable harm. Where possible and relevant to your department, put forward suggestions that could positively impact the outcomes achieved by retail customers.

Information Security

• You will need to be aware of all information security principles, policies and procedures and ensure these are followed on a day-to-day basis. You will be required to remain vigilant at all times and report any security concerns, suspicions and/or breaches in a timely manner.

SBG’s 6 Star Service Delivery

• You will need to demonstrate an understanding of what 6-star service delivery means in your role. This will be evidenced through your day-to-day behaviours and performance measured against your team’s 6-star service objectives.