Competency and Development Manager

6 days ago


White City, United Kingdom Reed Insurance Full time

**The Role**: Competence and Development Manager

**Location**: London

My Client is hiring for a Competence and Development Manager 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 the Company.Completion of T&C activity under SMCR is the responsibility of the Competence and Development Manager.

**Key Accountabilities**

- Liaise with Senior Managers, and analyse available MI, to identify individual and group training needs at a local and national level.
- Assist the Head of Professional Development in the design and implementation of national training programmes and support materials and participate in the delivery of such training.
- Provide tailored coaching to advisers and supervisors to assist them in achieving personal and company goals.
- Co-ordinate and lead the delivery of knowledge and skills training for advisers and supervisors until they are deemed to be competent, to maximise their contribution to the business and increase productivity.
- To conduct live client meetings and / or roleplays to assess an adviser’s competence and to further develop their ability to deliver the highest standards of compliance and client experience.
- To conduct and accurately record one to one meetings with advisers, as required under the Training and Competence scheme.
- To be responsible for the advisers ongoing competence under SMCR.
- To work alongside the Senior Manger to ensure the advisers continuously adhere to the Company’s Good Business Standards and achieve the minimum standards for business quality, and where relevant approve pre-sale recommendations for advisers under directsupervision.
- To monitor and support the advisers with the completion and recording of CPD and company-mandated proficiency testing, to ensure they achieve and maintain the standards required to hold a Statement of Professional Standing.
- Under the direction of the Head of Professional Development, ensure company resource is employed efficiently.
- Attend local team / department meetings to ensure understanding of team objectives, priorities, and issues.
- Assist in the delivery of company induction programmes to provide a positive introduction to the company for new entrants and effective training in the Company’s standard processes and practices, such that attendees are able to be signed off induction readyto attend their office.
**Key Skills**

? Commercial acumen

? Sound judgement and ability to tailor a training approach to individual needs

? Organisation, planning and self-management

? Willingness to travel within the UK

? Full UK driving licence

**Qualifications**

**Essential**
- Diploma in Financial Planning (or equivalent)

**Desirable**
- Advanced Diploma in Financial Planning (or equivalent)
- Specialist qualifications which relate to Financial Planning.
- Supervision in a Regulated Environment (J07) or equivalent

Experience
- 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 skills-based coaching;
- A proven track-record of achieving sales targets



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