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Training and Development Specialist I - Bristol, United Kingdom - IDEX Consulting Ltd
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Description
Job Description Regional Development Consultant - South West c.£55k + Car allowance + BonusMy 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.
Prior experience within Financial Services is essential for this roleCoach, train, and develop Financial Advisers to ensure high-quality client service and compliance with all regulatory requirements.
Manage and oversee the training and development of a team of IFAs.
Facilitate induction training for new IFAs and conduct role-play assessments.
Supervise IFAs' performance, providing guidance from initial non-competence to competence.
Perform training needs analysis and identify skills or knowledge gaps.
Develop and implement targeted development plans.
Observe and assess IFAs' advisory skills to ensure ongoing competency and identify further training needs.
Review client files pre-sale and post-sale, instruct remedial actions, and pinpoint development opportunities.
Collect and analyse management information to assess IFAs' performance against key performance indicators (KPIs).
Conduct one-on-one development meetings with IFAs.
Offer compliance advice and support to help IFAs maintain up-to-date knowledge of regulatory requirements.
Proven experience in training and performance management within the financial services sector.
Strong understanding of regulatory standards and a track record of maintaining compliance.
Ability to identify training needs and develop effective solutions.