Rachel James-Patch Assc. Cipd Email and Phone Number

Working both with direct clients and as an associate I am always excited to expand my network and experience. My main motivation is helping individuals, teams and organisations to be the best that they can be.I will be delighted to consult with you to define desired outcomes before working towards the best solution togetherHere at Fairway Learning fulfillment and productivity go hand in hand, supporting:IndividualsTeamOrganisationLeadershipSales… Show more Working both with direct clients and as an associate I am always excited to expand my network and experience. My main motivation is helping individuals, teams and organisations to be the best that they can be.I will be delighted to consult with you to define desired outcomes before working towards the best solution togetherHere at Fairway Learning fulfillment and productivity go hand in hand, supporting:IndividualsTeamOrganisationLeadershipSales EffectivenessOrganisational ChangeTalent identification and retentionGraduate emotional intellegence/onboardingSo if you are curious about how to have the best impact you can have on your career and the people around you, or if you want to support your clients to enable them to reach their potential connect with me for us to begin the process Show less

A highly skilled, inspirational facilitator who brings a pragmatic approach to every development solution enabling individuals and teams to be both fulfilled and productive throughout their career

Responsible for the management, commercial viability and overall effectiveness of the Insights Discovery Accreditation programme in the UKDeveloping and deploying the annual continuous education programme for the Client Practitioner community in the UKManaging and leading a team of IDA and DDA facultyLead facilitator, delivering the Insights Discovery Accreditation and Deeper Discovery Accreditation programmes in the UK

The lead facilitator delivering the Insights Discovery Accreditation programme and associated programmesCollaboration with account managers to design and deliver interventions for our client'sSupporting and evaluating the transfer of learning to our customersMentoring new faculty members

Current customer base Shared Services including IT, HR, Finance, Group Marketing and Business Risk; Consulting with senior management to establish development needs for each business area in support of strategic initiatives such as leadership and management development, Cultural aspirations and employee engagement.To translate the outcome of business needs analysis into strategic and operational L&D plansRecommend, design, deliver and evaluate appropriate learning and development… Show more Current customer base Shared Services including IT, HR, Finance, Group Marketing and Business Risk; Consulting with senior management to establish development needs for each business area in support of strategic initiatives such as leadership and management development, Cultural aspirations and employee engagement.To translate the outcome of business needs analysis into strategic and operational L&D plansRecommend, design, deliver and evaluate appropriate learning and development solutions for leadership teamsIdentify core development for wider teams and vendor manage any solutions either internally or externally if appropriateEvaluation of the effectiveness of any development intervention using the outcome to drive improvements to both delegate performance and L&D solutionsTo report the outcome of development interventions to senior managers and business partners including recommendations for next steps Show less

To support the newly formed training team implementing processes based on CITP best practiceResponsible for the Performance Management of the L&D administration teamSupporting the launch of the protection proposition with the tied sales force and IFAs by promoting the proposition via road shows and 121 visitsDesign and deliver training material to maximise new business incomeConsulting with senior management to ensure their understanding of the new propositionTo… Show more To support the newly formed training team implementing processes based on CITP best practiceResponsible for the Performance Management of the L&D administration teamSupporting the launch of the protection proposition with the tied sales force and IFAs by promoting the proposition via road shows and 121 visitsDesign and deliver training material to maximise new business incomeConsulting with senior management to ensure their understanding of the new propositionTo encourage protection sales with IFAs whilst maintain wealth salesProduction of sales aids to support needs based selling techniques Show less

Responsibility for the delivery of the mortgage proc fee and protection sales targets across a network of 98 branchesBusiness analysis of reasons for underperformance which involved regulation, recruitment, IT culture and marketing initiativesWorking with Regional Sales Managers and Regional Managers to provide a commercial perspective to a relatively novice group of Financial AdvisersLiaising with the Head of Sales to influence the culture of the sales force from reactive to… Show more Responsibility for the delivery of the mortgage proc fee and protection sales targets across a network of 98 branchesBusiness analysis of reasons for underperformance which involved regulation, recruitment, IT culture and marketing initiativesWorking with Regional Sales Managers and Regional Managers to provide a commercial perspective to a relatively novice group of Financial AdvisersLiaising with the Head of Sales to influence the culture of the sales force from reactive to proactiveDesign, delivery and evaluation of training initiativesOffer ongoing support and coaching to transfer learning to the workplace Show less

The day to day running of the branch, including responsibility for four members of staffReporting directly to the area managerAchieving residential and financial branch targetsGenerating new business for the companyMonitoring of profit and loss accountClose liaison with local solicitors to oversee conveyancingMeeting and greeting the public both face to face and on the telephone