Academy Supervisor and Coach
3 weeks ago
We are seeking an experienced Academy Supervisor and Coach to join our growing team. As part of our Academy, you will report to the Head of Academy and work closely with other Supervisors, Operations, Training, and Recruitment Managers to develop new to profession Financial Advisers.
Your key responsibilities will include coaching, supervising, training, and supporting a team of advisers through to their graduation into TAP. You will conduct client observations, 121s, supervising them to CAS, and then continue to develop them on an ongoing basis until they are ready to graduate into TAP. You may also be asked to support the other managers in their roles from time to time across the Academy to support our Academy goals.
This is an opportunity to use well-defined coaching and supervision skills, and you will be joining a close-knit team, all of whom are focused on making sure that advisers have the ability and confidence to deliver outstanding client outcomes.
Key Responsibilities:
Ensure delivery of advice to reflect regulatory and internal standards.Evaluate and monitor collective performance to ensure your team is delivering their own business objectives in a safe and aligned manner to the strategic priorities of the business.Ensure all Advisers in the team meet Competence testing deadlines and receive ongoing training & coaching as needed.Feedback to TAP Management on areas of development for the Academy programme and T&C scheme requirements.Ensure all newly appointed advisers are monitored and managed in respect of regulatory T&C requirements.Identify development opportunities and deliver these to ensure Advisers progress through their journey to Competent Adviser Status and through the 2-year Academy programme.Liaise with TAP Management, sponsoring Appointed Representatives, and other stakeholders to ensure advice policies maximise good client outcomes.Use judgment to strengthen our positive risk and control culture, by identifying, assessing, and managing risk within your business area.Take an active lead in helping each person in your team perform to their best and understand how their work contributes to the achievement of business success.Significant experience of front-line advice delivery and the management thereof in a mass affluent advisory business.Expert level knowledge of industry best practices, good network/links with external bodies and individuals in the same field.Expert level knowledge of life, pensions & investment products, markets, and competitors.Expert level knowledge of financial services regulatory and legislation frameworks.Excellent people and time management skills.Level 4 Diploma or equivalent in Regulated Financial Planning.
Location: Home based - England
About Us:
We have a diverse workforce and an inclusive culture at M&G plc, underpinned by our policies and our employee-led networks who provide networking opportunities, advice, and support for the diverse communities our colleagues represent. Regardless of gender, ethnicity, age, sexual orientation, nationality, disability, or long-term condition, we are looking to attract, promote and retain exceptional people.
What We Offer:
We offer a range of benefits, including flexible working arrangements, workplace accommodations, and opportunities for professional development and growth. We are committed to creating an exceptional place to work for exceptional talent.
How to Apply:
Please submit your application, including your CV and a cover letter, to us by the closing date of 21st October 2024. We look forward to hearing from you.
Contact Us:
For more information about this role, please contact us at [insert contact information].
Equal Opportunities:
We are an equal opportunities employer and welcome applications from all qualified candidates. We are committed to diversity and inclusion in the workplace and are proud to be an employer of choice for people from all backgrounds.
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