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Competency and Development Manager
5 months ago
Our client are currently recruiting a Competency and Development Manager to join their Glasgow team. This role is pivotal in ensuring they continue to develop their financial advisers and that they are coached, observed and given constructive feedback enablingthem to achieve competent adviser status
Responsibilities Inc:
- Liaise with Senior Managers, and analyse available MI, in order to identify individual and group training needs.
- Assist in the development and delivery of training programmes to address local training needs.
- Provide tailored coaching to advisers and supervisors to assist them in achieving personal and company goals.
- Delivery knowledge and skills training for advisers and supervisors until they are deemed to be competent.
- Conduct live client meetings or roleplay scenarios in order to assess an adviser’s competence and to further develop their ability
- Observe and record one to one meetings with advisers
- Hold responsibility for the advisers ongoing competence under SMCR.
- Monitor and support advisers with the completion and recording of CPD
- Attend department meetings to ensure understanding of team objectives, priorities and challenges
- Assist in the delivery of company induction programmes, as required
- Diploma in Regulated Financial Planning (or equivalent)
- Experience and demonstrable knowledge 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
