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Development Manager - National IFA

Closing date
25 Oct 2021

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Contract Type
Full Time
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My Client are one of the UKs leading Independent Financial Advice organisation's and you will have the security of being an integral part of an established firm.

They currently have a new opportunity due to retirement for a Development Manager to cover the Southwest region and in return a competitive salary and benefit package can be offered.

Job Purpose

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 work with Senior Managers and advisers with established track records, providing development, coaching and training support to enable them to achieve their highest potential, in terms of sales skills, supervision skills and technical knowledge.

To provide assistance to the Senior Managers in fulfilling the requirements of the company Training & Competency, in order to ensure the initial and ongoing competence of financial advisers within the business. Completion of T&C activity remains the responsibility of the Senior Manager.

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.

Assist in monitoring adherence to company policies and processes and assessing the knowledge and skills of the workforce and identifying risks and training needs.

Essential skills, experience and qualifications

Diploma in Financial Planning (or equivalent)

Experience of working in a regulated Financial Services environment.

Experience of coaching individuals and providing feedback

Experience of providing skills-based coaching

A proven track-record of achieving sales targets

Ability to demonstrate required level of technical knowledge and application of qualifications in the IFA environment

Detailed understanding of retail finance including protection products, investments, pension products and tax planning solutions

A comprehensive working knowledge of the FCA's Principles for Businesses and Conduct of Business rules


Supervision in a Regulated Environment (J07) or equivalent

Understanding of the corporate advice market and associated advice areas, including Auto Enrolment, workplace pensions, employee benefits and business protection;

Good understanding of the T&C regime within a principles-based regulation model and focus on the appropriate customer outcomes;

Working knowledge of the implications of the Retail Distribution Review with particular reference to the area of adviser qualifications and Continuing Professional Development
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