Regional Development Consultant (Home based with travel)

MERJE Ltd ,
Birmingham, West Midlands
More Details
Job Type: Full-time
Salary: £43,000 per annum

Overview

My financial services client is looking for a Regional Development Consultant (to cover North of England) to coach, train, develop and monitor the performance of Financial Advisers to ensure that clients receive an outstanding service and that all regulatory requirements and standards are met and maintained. The role will involve: 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 Gather appropriate management information to enable appropriate assessment of IFAs’ performance against KPIs Hold 1:1 development meetings with IFAs Provide compliance advice and guidance to assist the IFAs in maintain their knowledge of regulatory requirements Key Requirements: Strong T and D background Previous experience of an RDC / Field Supervisor role Up to date compliance and risk management knowledge

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