Training and Development Consultant - Leeds, United Kingdom - MERJE Ltd

MERJE Ltd

Verified Company

Leeds, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Reporting to the Head of T&C, you will help to coach, train, develop and monitor the performance of the company's Financial Advisers to ensure that clients receive an outstanding service and that all regulatory requirements and standards are met and maintained.

Key responsibilities include:

Manage the training and development of a team of IFAs
Conduct induction training for IFAs joining the company
Participate in roleplay assessment of IFAs
Manage and supervise IFAs' performance and provide appropriate levels of oversight from noncompetent to competent status
Undertake training needs analysis to identify training gaps in skills and knowledge
Investigate areas of underperformance, report findings and recommended remedial action,
Prepare development plans to address learning needs
Conduct Observation and Assessment of IFAs' advisory skills to demonstrate their ongoing competency, and to identify training needs
Undertake presale and postsale client file reviews, instructing remedial action and identifying areas for development
Gather appropriate management information to enable appropriate assessment of IFAs' performance against KPIs
Hold 1:1 development meetings with IFAs
Provide compliance advice and guidance to assist the IFAs in maintain their knowledge of regulatory requirements
Ensure IFAs undertake appropriate levels of CPD tailored to learning needs and which meets minimum regulatory requirements

The Person: