Training & Competence Manager - Bath, United Kingdom - mbf.

mbf.

Verified Company

Bath, United Kingdom

4 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

One of the UK's leading national IFA Practices continues to grow and they now have a requirement for a Competence and Development Manager to help bolster their T&C function in Bath.

This client is focussed on growing the T&C function to ensure that theirAdvisers have the best training and development and are supported through to sign off and beyond.

Job Purpose:

To be responsible for fulfilling the requirements of the company's Training & Competency scheme, in order to ensure the initial and ongoing competence of financial advisers within Chase de Vere. Completion of T&C activity under SMCR is the responsibilityof the Competence and Development Manager.
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 nonadvisoryfunctions.
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 signoff 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.

Requirements:

Have experience of working in a regulated Financial Services environment.
Experience of coaching individuals and providing feedback.
Previous experience in a Training and Competence role within Wealth Management.
Experience of providing skillsbased coaching.
A proven trackrecord of achieving sales targets.

This is a fantastic opportunity to join a genuine market leader who are offering an excellent overall package including a basic salary to £60,000 + bonus and company benefits.

This will be a home based position but you must be comfortable going into theBath office as and when required.