Location: Manchester, Liverpool, Leeds, Birmingham
Job Description: The role will be responsible for helping to develop a learning and development strategy to support the company strategy long and short-term.
Key responsibilities include:
• Design, develop, implement and evaluation of L&D course to meet the needs of all levels of employees within the business but with particular emphasis on knowledge and skills development of advisers
• Meet regularly and work closely with Managers across the business to build an on-going L&D that meet the business’ long term business strategy and growth plans
• Work alongside Training and Competence Managers to carry out learning needs analysis to ensure training plans and courses will effectively meet identified gaps
• Create and implement engaging content that positively encourages advisers to take on board L&D thus improving their competency, client experience and results
• Prepare and deliver induction training for new advisers and acquired advisers to ensure that they quickly become effective in company policies, products and procedures
• Provide an on-going program of soft skills development for advisers and employees to enhance the client experience and create business opportunities
• Construct, provide and monitor individual training to Advisers where skills gaps have been identified through performance management
• Design supportive training documents for new product launches and deliver effectively to the Advisers
• Deliver training via a mixture of medium solutions to ensure effective use of Advisers time
• Contribute to Trainee IFA & Trainee Management programs
• Create and deliver training solutions to agreed KPI’s to ensure all targets are met and continuous improvements are made
• Build internal stakeholder relationships, encourage and inspire others through coaching
The Person:
• Diploma qualified or Chartered
• Training qualification, CIPD or other
• Generic financial services product knowledge
• Demonstrable business experience in a training role within an FCA regulated financial planning environment