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Competence and Development Manager (DipFA)

NJR Recruitment
Closing date
3 Jun 2022

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Contract Type
Full Time
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Competence and Development Manager (DipFA)

Salary: UP TO £60,000

Location: Manchester

Our client is the UK's largest firm of Independent Financial Planners, and they now have an exciting opportunity for a Competence and Development Manager to work from their office in Manchester. In this role you will be responsible for fulfilling the requirements of the firms training and competency scheme.

Key Skills and Responsibilities:
  • 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 alongside 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 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
  • Liaise with Senior Managers, and analyse available MI, in order to identify individual and group training needs at a local and national level.
  • Assist in the development and delivery of training programmes to address local training needs.
  • Assist the Head of Professional Development in the design and implementation of national training programmes and support materials and participate in the delivery of such training.
  • Provide tailored coaching to advisers and supervisors to assist them in achieving personal and company goals.
  • Co-ordinate and lead the delivery of knowledge and skills training for advisers and supervisors until they are deemed to be competent, in order to maximise their contribution to the business and increase productivity.
  • To conduct live client meetings and / or roleplays in order to assess an adviser's competence and to further develop their ability to deliver the highest standards of compliance and client experience.
  • To conduct and accurately record one to one meeting with advisers, as required under the Training and Competence scheme.
  • To be responsible for the advisers ongoing competence under SMCR.
  • To work alongside the Senior Manger to ensure the advisers continuously adhere to Chase de Vere's Good Business Standards and achieve the minimum standards for business quality, and where relevant approve pre-sale recommendations for advisers under direct supervision.
  • Assist the Senior Manager, and other colleagues, where relevant, in maintaining robust development plans and training records.
  • To monitor and support the advisers with the completion and recording of CPD and company- mandated proficiency testing, to ensure they achieve and maintain the standards required to hold a Statement of Professional Standing.
  • Report any emerging or crystallised risks to the Head of Professional Development.
  • Demonstrate best practice in the field, in accordance with the company's objectives, policies and standards.
  • Provide absence cover for fellow Competence and Development Managers as required.
  • Under the direction of the Head of Professional Development, ensure company resource is employed efficiently. This may include participating in the delivery of training activity outside of local sphere of responsibility.
  • Attend local team / department meetings to ensure understanding of team objectives, priorities and issues. Participate in the planning and delivery of training elements in such meetings.
  • Assist in the delivery of company induction programmes, as required, to provide a positive introduction to the company for new entrants and effective training in Chase de Vere's standard processes and practices, such that attendees are able to be signed off induction ready to attend their office.

What we need from you:
  • Commercial acumen
  • Diploma in Financial Planning (or equivalent)
  • Experience working in a regulated financial service background
  • Experience of coaching individuals and providing feedback
  • Previous experience in training and competence within a wealth management role
  • Track record of achieving sales targets
  • Client focused
  • Credibility
  • Excellent IT skills
  • Sound judgement and ability to tailor a training approach to individual needs
  • Organisation, planning and self-management
  • Attention to detail
  • Willingness to travel within the UK
  • Full UK driving licence
  • Willingness to attend and deliver residential training courses

If you are looking for a role where you will make a real difference to a company then this role is for you, apply now online or contact one of our specialist consultants quoting the reference number NJR12761
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