My client is a thriving National IFA who is seeking a dynamic and experienced Training and Competence Manager, to lead the development and performance management of our Financial Advisers.
The successful candidate will ensure the team delivers exceptional service to clients while adhering to regulatory standards and maintaining professional competencies in line with the Training and Competence programme and TCF strategy.
Purpose of the Role
Coach, train, and develop Financial Advisers to ensure high-quality client service and compliance with all regulatory requirements.
Delivering positive and effective maintenance of existing Broker relationships to add value and achieve targets.
General
To support the development of new Broker relationships to extend the footprint of the franchise and the commercial success of the business.
The purpose of the role is to establish effective relationships and business plans with Brokers to develop sufficient business to meet individual and franchise objectives.
Our Retail Sales Advisors use their passion for both our products and providing a great service to support our customers in a genuine and friendly way.
General
Make yourself at home...
Working together with your team, you'll be the face of your store, taking the time to understand a bit about your customers: their inspirations, individual styles and lifestyles to help them find exactly what they need from us.