Job Description
Company Description
Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next.
Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose – placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We’re here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.
Job Description
What will you be doing?
We’re seeking a talented individual to join our L&D team in London on a 12 month FTC, which is responsible for supporting the L&D team by creating and maintaining key MI data and dashboards which can be used to gain insight and actionable improvements to L&D initiatives and the colleague experience.
You will also produce bespoke reporting, PowerPoint presentations and infographics to support L&D initiatives while supporting the L&D Director with the delivery of the annual and mid-year appraisal process and the LMS and e-learning Manager with managing the Mandatory Training process and chasing non-completions.
As L&D Manager, your responsibilities will include among others;
- Project manage the mid-year and annual appraisal process, ensuring tasks are completed on time and escalating concerns to the L&D Director in a timely manner. This will include creating bespoke reports and building the appraisal forms using our LMS platform.
- Maintain and update content within various L&D intranet pages as required.
- Design learning material to support learning initiatives including infographics, PowerPoint presentations and quarterly newsletters.
- Provide support to the L&D team with reporting requests and general L&D administration (including the L&D mailbox).
- Support the LMS and e-learning Manager with the delivery of Mandatory Training within our LMS, including the reminder and escalation process.
Qualifications
To be successful in this role, you should:
- Proven L&D experience, preferably working in an FCA regulated environment.
- Strong data analysis skills (advanced Excel is essential) with a keen eye for detail to spot errors/patterns in data.
- Experience in reporting, dashboards, or data storytelling.
- Confident using systems and technology, with the ability to learn new platforms (e.g. LMS) quickly and independently.
- Highly methodical and organised, with an ability to work under pressure and within tight deadlines, whilst maintaining accuracy and a high-quality output.
- Ability to develop effective working relationships at all levels, and in particular senior management.
Desired:
- CIPD qualification preferable but not essential.
Additional Information
As a colleague here at Evelyn Partners, you will have access to benefits that include:
- Competitive salary
- Private medical insurance
- Life assurance
- Pension contribution
- Hybrid working model (role dependant)
- Generous holiday package
- Option to purchase additional holiday
- Shared parental leave
We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we’re delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.
We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.
