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 coordinator and contact for the system, providing feedback to Unicorn/Access where necessary.
• The HR Analyst will support the wider HR team with Connect (system build, updates, reporting and analysis) and Engage.
• The HR Analyst will compile and analyze 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 assist 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.