Seller 253695 - Hamilton, Lanarkshire, UK
| Rating: |
| |
| Hourly Rate: | £42.22 | |
| Available From: | Now | |
| Overview: | Trainer/Contractor with Financial Services background since December 1980, roles include Sales, Management, Mortgage Broker, IFA, Complaints Handling, QA, BAU, Review, and Training & Compliance roles | |
CV
| Available for contract work in areas of Training, Compliance, and Review situations, as well as Risk Assessment and Programme/Project Management work. Providing Training, Consultancy, Advisory and Contractor Services required. Locations – various, throughout the UK. Provision of training design with delivery provided - in either a workplace or classroom situation, including coaching tutors, trainers and supervisors in preparation of delivery of training sessions, or acting as a professional contractor in business review and management of change situations. |
Employment History
(Nov 2006 & ongoing)
Training Delivery
Various in UKFrom November 2006, working on contract basis over different Academies for a well known National High Street Bank. Finally rotating across 4 different academies as required for different roles, for Branch Managers, Mortgage Advisers, and Personal Banking Advisers.
Most recent work for Momenta in May/June 2008 for a National Building Society delivering new ICOB and PPI training.
(Jan 2006 & ongoing)
Assessor
Various in UKCoaching and Assessing of individuals in use of new electronic point of sale system (January to March 2006 for a repeat client)
Most recent work via PMC was in March 2008 Client Relationship and Financial Capability Project April/May/June 2008 for FSA
(Jul 2005 to Nov 2005)
Endowment Complaint Handler
HazellCarr Ltd (Resourcing Company), StirlingMortage Endowment Complaints Case Handler – assessment of compliants in a remediation process. Doer - Decision making plus some experience in calculation of redress using Mortgage Fundamentals, and preparation of Uphold and Refute letters. Quality rating over project/period was 99%
(Jan 2005 to Jun 2005)
Training design & delivery
BLBS (Resourcing Company), ScotlandDelivery of MCOB rules, and Sales process training and assessment in a FSA regulated environment, including the use of an electronic point of sale system for a repeat IFA client.
(Dec 2004 to Dec 2004)
Training Delivery
FSTC Ltd (Resourcing Company), ReadingDelivery of ICOB & Risk Awareness to Compliance & Monitoring Staff within a Major household named insurance company
(Oct 2004 to Dec 2004)
Training Delivery
PMC Ltd (Resourcing Company), Various in UKDelivery of ICOB rules, and Sales process training & assessment in a FSA regulated environment, including the use of an electronic point of sale system. (8 weeks)
Professional Qualifications
| FPC1, FPC2, FPC3, MAQ |
Education
(Sep 1970 to Jun 1972)
Loudoun Academy
O Level standard
Strengths, Achievements & other info
| Analytical skills, Business Risk assessment, Training Needs Analysis, Programme/Project Management, Management of change, application of Training and Compliance knowledge and skills, as well as application of other Knowledge and Skills gained within Financial Services. Requested by companies previously worked with, to return for follow up work, both in the role of Trainer/Assessor and Contractor. Fast learner when requirement of picking up new skills and processes required to meet criteria demanded of contracts gained. CV only gives a brief overview of some of the roles and contracts conducted. Full CV provided on request. |
Categories & Skills
HR/Training & Development
Categories
Skills
- Career Development (Training & Development)
- Career Management (Training & Development)
- Coaching & Mentoring (Training & Development)
- Course Material Development (Training & Development)
- Delivery (Training)
- E-Learning (Training & Development)
- Evaluation (Training)
- Induction Training (Training & Development)
- IT Training Courses (Training & Development)
- Leadership Development (Training & Development)
- Managerial Development (Training & Development)
- Methods (Training)
- MS Access (IT Training Courses)
- MS Excel (IT Training Courses)
- MS PowerPoint (IT Training Courses)
- MS Word (IT Training Courses)
- Needs Analysis (Training)
- Policies (Training)
- Programme Design (Training)
- Secondment (Training & Development)
- Team Building (Training & Development)
- Training (Training & Development)
Management Consultancy
Categories
Skills
- Banking (Project Consultancy)
- Change Management (Project Consultancy)
- Company Start-up
- Finance (Project Consultancy)
- Financial Services (Project Consultancy)
- Gap Analysis (Business Consulting)
- General Management (Business Consulting)
- Insurance (Project Consultancy)
- Leadership (Project Consultancy)
- Man Management (Project Consultancy)
- Mentoring (Project Consultancy)
- MiFID (Regulatory Compliance)
- Pensions (Project Consultancy)
- Process Change (Project Consultancy)
- Process Design
- Process Mapping
- Programme Management (Project Consultancy)
- Project Management (Project Consultancy)
- Project Support (Project Consultancy)
- Re-structuring
- Retail Banking (Project Consultancy)
- Risk Analysis
- Risk Management
- Training (Project Consultancy)
- Workshop Management (Project Consultancy)

