Operational Development Manager

5 days ago


Birmingham, Birmingham, United Kingdom Clayton Davies Full time
Job Title

Planning & Training Coordinator

About the Role

This 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.
Requirements:
  • Regulated Diploma in Financial Planning (Level 4) or Equivalent Qualification:
  • Significant experience in a T&C role, specifically within Financial Advice.
Salary:

$60,000 - $80,000 per annum.



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