Operational Development Manager
5 days ago
Planning & Training Coordinator
About the RoleThis is a key role within the wealth management firm, responsible for overseeing T&C processes and ensuring financial planners meet certification standards. The ideal candidate will have experience in managing training and development requirements and arranging CPD sessions.
Key Responsibilities:- Manage Training and Development Requirements:
- Oversee T&C processes to ensure planners meet certification standards.
- Arrange and deliver training sessions as required.
- Regulated Diploma in Financial Planning (Level 4) or Equivalent Qualification:
- Significant experience in a T&C role, specifically within Financial Advice.
$60,000 - $80,000 per annum.
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