Adviser Development Lead
3 weeks ago
About Us:
BWD Search & Selection is a reputable recruitment agency specialising in financial services. We are committed to providing exceptional recruitment services to our clients and candidates.
We are currently seeking an experienced Adviser Development Manager to join our team. The successful candidate will be responsible for ensuring the compliance integrity of our business and the professional growth of our advisers.
Job Description:
The Adviser Development Manager will oversee the advice and sales processes, ensuring all procedures are compliant with regulatory requirements. A significant part of the role will be dedicated to coaching, mentoring, and advancing the skill sets of our advisers.
Responsibilities:
- Coach and develop advisers to ensure they are equipped with the knowledge and tools to excel in their roles.
- Conduct regular one-to-one sessions with advisers, focusing on their sales performance and adherence to regulatory procedures.
- Oversee the development of junior advisers, guiding them through the competency framework.
- Lead advisers through the advice process, ensuring they adhere to best practices and maintain high standards of client service.
Skills and Qualifications:
- Strong understanding of FCA regulations and compliance frameworks.
- Level 4 and CeMAP or equivalent qualified
- Experience in training, mentoring, and developing financial advisers.
- Excellent communication and interpersonal skills, with the ability to engage at all levels.
- Highly organised with the ability to manage multiple priorities.
- Strong analytical and reporting skills, with an attention to detail.
- Computer literate, with proficiency in industry software such as back office systems and provider tools.
Benefits: Competitive salary, comprehensive benefits package, and opportunities for professional growth and development.
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