Our client, an award winning and well recognised financial planning firm, are looking for an experienced individual to join their senior management team. This role has overall responsibility for the professional development of approximately 300 financial advisers and paraplanners spread across teams throughout the UK. This is a crucial role for the firm, and you will be reporting directly to the national sales director while also supporting the regional sales managers, senior managers and heads of paraplanning.
Key Accountabilities
To develop and implement a strategic approach to the training and professional development of all private client advice, corporate advice and paraplanning teams. This approach will ensure that a high professional standard of work is consistently achieved and maintained.
To assist in the development and delivery of the Senior Manager and Certification Regime (SMCR) as-well as the company Training and Competence Scheme. This will enable the company to always meet the regulatory standards of the FCA and enhance the professional standing of all employees who possess client outcome regulatory responsibilities.
To develop the firms’ approach to achieving relevant professional qualifications.
To select and manage the resource within the professional development team for the best client outcomes.
To continually review and develop the professional standards of all employees, with a focus on regulated activity, as-well as monitor the development managers delivery and implementation of both pre-planned and reactive business training.
To monitor and/or negotiate the use of external training providers to ensure that they add value to the business and are consistent with the company ethics and culture.
Align with all senior management members to ensure that a consistent approach to business is adopted within every office. It is important that all resource and output is shared equally across the business (this will include travelling to each office).
Desired Knowledge, Skills and Experience
Level 4 diploma qualified with additional qualifications in management or training management.
A proven track record within sales and management (desired experience of 3+ years’ experience) with strong analytical and coaching skills.
A high level of understanding of the regulatory requirements, and to be able to anticipate future changes.
Experience at a strategic level for project and change management, planning training and/or development initiatives.
Head of Professional Development (TB-1405)
Role: Head of Professional Development
Location: Nationwide
Package: £70,000 + Bonus + Benefits
Our client, an award winning and well recognised financial planning firm, are looking for an experienced individual to join their senior management team. This role has overall responsibility for the professional development of approximately 300 financial advisers and paraplanners spread across teams throughout the UK. This is a crucial role for the firm, and you will be reporting directly to the national sales director while also supporting the regional sales managers, senior managers and heads of paraplanning.
Key Accountabilities
Desired Knowledge, Skills and Experience
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