Our clients are an exciting, forward-thinking brand in financial services. They are looking for a Competence & Development Manager to support the growth of the business.
The Competence & Development Manager will work with experienced and associate financial advisers to ensure they reach and maintain Competent Adviser Status. Alongside regular observations, you will collaborate with Senior Managers across the business to identify developmental and training opportunities as well as running regular inductions for new colleagues.
Role Responsibilities:
- Liaising with Senior Managers to identify individual and group training requirements
- Developing and delivering the national training programme
- Co-ordinating and leading the delivery of knowledge and skills training for advisers and supervisors to ensure Competent Adviser Status (CAS) is achieved
- Observing live client meetings and creating roleplay opportunities to assess ongoing adviser's competence
- Recording one to one meetings with advisers and be responsible for advisers ongoing competence under SMCR.
- Collaborating with Senior Manager to maintain robust development plans and deliver relevant training based on team objectives
- Delivering company induction programmes to provide a positive introduction to the company for new entrants
Key Skills and Responsibilities:
- The Level 4 Diploma in Regulated Financial Planning Dip PFS is essential as you will be responsible for the oversight of regulated individuals. J07 (supervision in a regulated environment) or the equivalent would be advantagous.
- Significant prior experience in a training and competency role, specifically with Financial Advisers.
- Experience of constructing financial planning advice would be advantageous
- The ability to work in a fast-paced environment whilst maintaining positive relationships with your team and key stakeholders.
Please note, should feedback not be received within 28 days due to the large volume of applications, unfortunately, your application has been unsuccessful. However, we may be in touch with similar relevant opportunities.
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