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Training & Development Manager

  • Location: United Kingdom
  • Salary: £60,000 + Benefits per year
  • Job Type:Permanent

Posted over 1 year ago

  • Sector: Compliance
  • Contact: Paul Clayton
  • Expiry Date: 05 November 2022
  • Job Ref: PC/19031 M

​Job Description: My client is looking to recruit a Training & Development Manager to join the team. This role is vital in ensuring they continue to develop the best advisers in the industry and that they are coached, observed and given constructive feedback enabling them to achieve competent adviser status.

The role will involve:

•To be responsible for fulfilling the requirements of the company’s Training & Competency scheme, in order to ensure the initial and ongoing competence of financial advisers within the business

•To assist in the design, implementation, delivery and recording of individual and group training activity in support of the company objectives and effective conduct of our business. To incorporate the training requirements of both advisory and non-advisory functions.

•To support new entrants to the company in achieving competency (CAS sign-off for advisers) and minimising the time taken for new entrants to understand and be able to follow company process and standards and be productive in their respective roles

•Liaise with Senior Managers, and analyse available MI, in order to identify individual and group training needs at a local and national level.

•To conduct and accurately record one to one meetings with advisers, as required under the Training and Competence scheme

•To work alongside the Senior Manger to ensure the advisers continuously adhere to the company’s Good Business Standards and achieve the minimum standards for business quality, and

Key Requirements:

•Diploma in Financial Planning (or equivalent)

•Experience of working in a regulated Financial Services environment.

•Experience of coaching individuals and providing feedback;

•Previous experience in a Training and Competence role within Wealth Management