Implementation Manager

4 weeks ago


Glasgow, Glasgow City, United Kingdom Eden Scott Full time
Financial Planning Supervisor Opportunity at Eden Scott

Eden Scott, a leading benefit company, is seeking a skilled Financial Planning Supervisor to support the development of their financial planning team and implement the Training & Competency Framework. This role offers a great benefits package and hybrid working arrangement.

Key Responsibilities:
  1. Training and Competency Program Management: Oversee the development and delivery of training for financial planners, ensuring they maintain and enhance their competencies.
  2. Onboarding Process Facilitation: Ensure a smooth transition for new financial planners into the organization.
  3. Regular Supervision: Perform regular supervision of financial planners to maintain and enhance their competencies.
  4. Training Sessions Organization: Organize and support training sessions focused on regulatory compliance and best practices.
  5. Coaching and Feedback: Deliver constructive coaching and feedback to team members, fostering a collaborative and growth-oriented environment.
  6. Metrics Monitoring: Monitor and report on training and competency metrics, including adviser KPIs.
  7. Regulatory Compliance: Stay informed about regulatory and technical advancements in the FCA/AML environment.

Requirements: The ideal candidate will have experience in regulatory compliance in a retail advice environment and FCA/AML regulatory environment and reporting.



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