The Company:

A well respected and professional financial planning / wealth management firm with ambitious growth plans.

The Role:

The HR Analyst will work within a highly regarded Wealth Management firm and will support the Training & Competency (T&C) Manager by developing the functionality in Learning and Development Systems to support training and competence and the Senior Manager & Certification regime (SM&CR).

The HR Analyst will act as the key co-ordinator and contact for the system, providing feedback to Unicorn/Access where necessary and support the wider HR team with Connect (system build, updates, reporting and analysis) and Engage.

The HR Analyst will compile and analyse data and MI in relation to HR, T&C and SM&CR, ensuring that the presentation of such data and MI is accurate, relevant and timely.

The HR Analyst will be the first point of contact to the business regarding Professional Qualification administration related queries, managing and completing daily T&C work and administration.

The HR Analyst will support and oversee ad-hoc HR projects as required and assisting the HR Director and Senior HR Business Partner where required.

The HR Analyst will contribute to the SM&CR process through the development and maintenance of the Access pathways, documentation, MI and reporting. Support the Training and Competence Schemes with the development and maintenance of the T&C pathways, documentation, MI and reporting.. Support the firm’s Professional Qualifications study support policy and ensuring that records remain current producing accurate MI for senior management and HR colleagues.

The HR Analyst will support the T&C Manager with maintaining Front Office professional membership (CII and CISI) being a first point of contact for staff and the professional bodies.

Support the T&C Manager to ensure that people are under the correct CPD scheme, and these are accurately recorded. Provide support and guidance to staff on them maintaining their CPD logs.

The Human Resources Analyst will update the relevant qualifications on Access, notifying senior management and HR colleagues of any passes or fails. Create walkthroughs and guides for T&C related systems and processes, so that people can be signposted to these when necessary

The HR Analyst will update the HR system based on information received from HR colleagues – adding new starters, removing leavers, changes in roles. Create, maintain and develop HR reports.

The HR analyst will be proactive in developing knowledge of the industry and the market to develop knowledge and skills.

The Candidate

2-3 years HR experience within Financial Services and an appreciate of the regulatory setting.

Experience of HR analysis and producing MI.

Excellent in Excel and experience of HR reporting systems.

Understanding of the importance and impact of the regulatory framework within which wealth management sits and an awareness of how this role supports the firm in meeting its regulatory requirements, escalating areas of concern in a timely manner