Responsibilities
- Act as first line Supervisor to Financial Planners of varying experience, based in varying locations.
- Ensure that Financial Planners within your span of control are supervised in accordance with the Group T&C Scheme.
- Deliver new entrant training and other training interventions as required.
- Work closely with the Training & Development Team to fulfil the objectives of each Trainee through to CAS and beyond.
- Undertake Role Plays, Live Observations and Competency Assessments as required, and provide feedback to Planners.
- Assessment of KPIs to identify development areas, agree CPD and deliver appropriate coaching and training to support and help develop Planners.
- Assist Group Compliance with ensuring that training material is kept up to date and with the development of new material as required.
- Ensure own ongoing competency.
- Promote and display the client-centric culture of the business.
- Proactively share best practice.
Requirements
- Current experience working in a Training & Competence role within the Financial Services sector supervising Financial Planners in all areas (Pensions, Investments and Protection) with a deep understanding of Financial Planning and a client centric approach.
- Experience of providing effective Coaching.
- Working knowledge of relevant FCA rules.
- A solid understanding of complaints procedures.
- A good understanding of other relevant legislation, including that related to financial crime and GDPR.
- An strong understanding of updating policies and procedures.
- An in depth understanding of Training & Competency.
- Working knowledge of and be competent with Microsoft Applications
- Qualified to at least QCF Level 4 or equivalent qualification
Nice to Have
- AF7, CF8 and ER1 preferred but not essential. (H15, JO7 or AF6 are desirable).
Benefits
- Competitive salary
- Private Medical Insurance post probation
- Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)
- 25 days Annual Leave (plus buy and sell up to 5 days)
- Office Christmas close (3-days)
- Life Assurance
- Health cash plan
- Hybrid working
- Discretionary performance related bonus
- Employee Assistance Programme
- Lunch and snacks provided in the Bristol office.
- And lots of flexible benefits to choose from!
Work Arrangement
Hybrid
Additional Information
- Travel required for team meetings/face to face adviser meetings
- Key behaviours: Commercial Awareness, Innovation, Collaboration, Team contribution, Professionalism
- Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of: Creativity – we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors. Commitment – we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile. Collaboration – we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement.
