Competency and Development Manager
- Recruiter
- Confidential
- Location
- Bath
- Salary
- 55000.00 - 60000.00 GBP Annual
- Posted
- 14 Jun 2022
- Closes
- 12 Jul 2022
- Sectors
- Travel & Tourism
- Contract Type
- Permanent
- Hours
- Full Time
My client is seeking an experienced Competency and Development Manager to join their Southwest offices.
To be responsible for fulfilling the requirements of the company's Training & Competency scheme, in order to ensure the initial and ongoing competence of financial advisers within Chase de Vere.
Completion of T&C activity under SMCR is the responsibility of the Competence and Development Manager.
Competency Profile
• Commercial acumen
• Client focused
• Credibility
• Excellent IT skills
• Sound judgement and ability to tailor a training approach to individual needs
• Organisation, planning and self-management
• Attention to detail
• Willingness to travel within the UK
• Full UK driving licence
• Willingness to attend and deliver residential training courses
Essential Skills and Experience
• Diploma in Financial Planning (or equivalent)
• Experience of working in a regulated Financial Services environment.
• Experience of coaching individuals and providing feedback;
• Previous experience in a Training and Competence role within Wealth Management
• Experience of providing skills-based coaching;
• A proven track-record of achieving sales targets
• Ability to demonstrate required level of technical knowledge and application of qualifications in the IFA environment.
• A comprehensive working knowledge of the FCA's Principles for Businesses and Conduct of Business rules;
• An understanding of the T&C requirements under SMCR.
• Good understanding of the T&C regime within a principles-based regulation model and focus on the appropriate customer outcomes
Desirable Skills and Experience
• Advanced Diploma in Financial Planning (or equivalent)
• Specialist qualifications which relate to Financial Planning.
• Supervision in a Regulated Environment (J07) or equivalent
• Experience of working in an Independent Financial Services environment;
• Experience in the identification of training needs;
• Experience in the design and implementation of training programmes and supporting documentation;
• Experience in the delivery of training to regulated individuals and non-advisory staff;
Should you have any questions or wish to apply please do not hesitate to contact Clear Legal and Financial Recruitment.
Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days, please assume your application has been unsuccessful
To be responsible for fulfilling the requirements of the company's Training & Competency scheme, in order to ensure the initial and ongoing competence of financial advisers within Chase de Vere.
Completion of T&C activity under SMCR is the responsibility of the Competence and Development Manager.
Competency Profile
• Commercial acumen
• Client focused
• Credibility
• Excellent IT skills
• Sound judgement and ability to tailor a training approach to individual needs
• Organisation, planning and self-management
• Attention to detail
• Willingness to travel within the UK
• Full UK driving licence
• Willingness to attend and deliver residential training courses
Essential Skills and Experience
• Diploma in Financial Planning (or equivalent)
• Experience of working in a regulated Financial Services environment.
• Experience of coaching individuals and providing feedback;
• Previous experience in a Training and Competence role within Wealth Management
• Experience of providing skills-based coaching;
• A proven track-record of achieving sales targets
• Ability to demonstrate required level of technical knowledge and application of qualifications in the IFA environment.
• A comprehensive working knowledge of the FCA's Principles for Businesses and Conduct of Business rules;
• An understanding of the T&C requirements under SMCR.
• Good understanding of the T&C regime within a principles-based regulation model and focus on the appropriate customer outcomes
Desirable Skills and Experience
• Advanced Diploma in Financial Planning (or equivalent)
• Specialist qualifications which relate to Financial Planning.
• Supervision in a Regulated Environment (J07) or equivalent
• Experience of working in an Independent Financial Services environment;
• Experience in the identification of training needs;
• Experience in the design and implementation of training programmes and supporting documentation;
• Experience in the delivery of training to regulated individuals and non-advisory staff;
Should you have any questions or wish to apply please do not hesitate to contact Clear Legal and Financial Recruitment.
Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days, please assume your application has been unsuccessful