Development Manager

1 month ago

Manchester, United Kingdom Reed Insurance Full time

We are delighted to be supporting a successful, well-known Wealth Management company with a strong client following and offices Nationwide.

They would like a Development Manager who can provide a high level of training in an engaging and supportive manner. You will be working with the firms elite advisers, Paraplanners and support staff, who are very successful at building strong, lasting relationshipsand the aim of this role is to ensure their technical knowledge is always current and should their be any gaps in knowledge. (Excellent salary and benefits package)

**Duties...**
- 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 technical knowledge.
- Assist in monitoring adherence to company policies and processes and assessing the knowledge and skills of the workforce and identifying risks and training needs. Accountability for business standards remains with the Senior Manager.
- 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 advisory functions.

**Experience preferred...**
- Delivery of training to regulated individuals and non-advisory staff;
- Working in an Independent Financial Services environment;
- Construction of financial planning advice, either in an advisory, paraplanning or research capacity;
- Construction of client-facing Suitability Reports.
- Working in a regulated Financial Services environment.
- Design and implementation of training programmes and supporting documentation;
**Knowledge & Skills...**
- 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.
- Technical knowledge at expert level, across the holistic financial planning sphere
- 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;
**Qualifications...**
- Diploma in Financial Planning (or equivalent)
- Advanced Diploma in Financial Planning (or equivalent)
- Supervision in a Regulated Environment (J07) or equivalent

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