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IFA Training and Competence Manager
4 months ago
Our IFA firm client requires an IFA Development Manager (T&C) around the Reading/ London area. This home-based role with visits to local offices requires an experienced T&C manager from an IFA background.
The role responsibilities include:
- Manage the training and development of a team of IFAs
- Conduct induction training for IFAs joining the company.
- Participate in role-play assessment of IFAs.
- Manage and supervise IFAs’ performance and provide appropriate levels of oversight from non-competent to competent status.
- Undertake training needs analysis to identify training gaps in skills and knowledge.
- Investigate areas of underperformance, report findings and recommended remedial action,
- Prepare development plans to address learning needs.
- Conduct Observation and Assessment of IFAs’ advisory skills to demonstrate their ongoing competency, and to identify training needs.
- Undertake pre-sale and post-sale client file reviews, instructing remedial action and identifying areas for development.
The Candidate
An experienced T&C manager is required from an IFA background. In return the candidate will enjoy a competitive salary + car allowance + bonus + employee benefits
