I provide expert Financial Skills Coaching across the banking and finance industry, for companies with a turnover of over £3 million. I have coached over 100 professionals, in their chosen career path, at all levels of the organisation, including Directors, Management, Analysts and Graduates.
Company Benefits
Companies have benefitted from enhanced development of their employees, which has boosted productivity and expertise, whilst increasing staff retention and morale, and reducing staff turnover.
Employee Benefits
This program has proven to be highly successful for professionals, as it has increased their competencies in the workplace, providing them with specialised knowledge, skills and behaviours. This has contributed to better work opportunities, enhanced career development prospects, recognition, pay increases and bonuses.
Clients
Clients include world-class financial institutions, including UBS Bank, St James’s Place Wealth Management, Aon Financial Services, Royal Bank of Scotland (RBS), Natwest Bank, Santander Bank, Coutts Private Bank, The Co-Operative Bank, Deloitte, The Financial Conduct Authority (FCA) and Canaccord Genuity Wealth Management.
I cover the following professional qualifications:
Level 7 Masters Degree – Senior Investment/Commercial Banking Professional:
• Chartered Financial Analyst (CFA) Level 2&3
Level 6 Degree – Financial Services Professional (FSP):
• Private Client Investment Advice & Management (PCIAM)
• Chartered Financial Analyst (CFA) Level 1
Level 6 Degree – Senior Compliance/Risk Specialist (SCRS)
Level 4 Foundation Degree: Investment Operations Specialist (IOS):
• Investment Operations Certificate (IOC)
I coach professionals from programme induction through to end point assessment, culminating at professional discussion and panel interview. I facilitate the following elements of the programme:
- Programme Induction
- Coaching Introduction
- Learner and Line Manager Progress Review Meetings
- Reflective Statement Portfolio
- Portfolio and Project Referencing Tables
- Personal Development Plans (PDP)
- Off the Job Training
- Functional Skills
- British Values
- Project Plans
- End Point Assessor Planning Meetings
- Gateway
- Project Write-Up
- Interview Discussion Preparation
- Professional Discussion / Panel Interview
- End Point Assessment
I provide the following in the optimum and most efficient way:
Introduction to the programme to understand the structure
Regular learner and line manager meetings to set goals, targets and to monitor progress throughout the programme
Mindset management to ensure you are in the best frame of mind
Personal development plans to tie in your new skills, knowledge and behaviours into your work and career
Career coaching to focus on promotions in the workplace
Strategic guidance to ensure an optimum approach the requeirements of the programme
Process improvement to ensure a quicker and easier process
Extensive feedback on completing portfolios, projects, exams, personal development plans and off the job training
Programme optimisation to ensure you complete the programme in the fastest time, and according to your availability
I build strong relationships with all stakeholders, taking into account each person’s individual needs and requirements. I set stretching goals and targets to maintain motivation, balance and progress. I meet with the learner and line manager regularly throughout the programme to determine goals/targets, monitor progress, review quality, discuss career progression and options, develop skills, whilst also ensuring safeguarding, mental, emotional and physical health.
