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Training and Competency Manager - Financial Advice, Glasgow
Location: Glasgow, United Kingdom
Job Category:
Other
EU Work Permit Required:
Yes
Job Reference:
2d7e77f3bf3d
Job Views:
81
Posted:
18.02.2025
Expiry Date:
04.04.2025
Job Description:
With continued ambitious growth plans for the coming years, a regional wealth manager is looking to add to their management team by appointing an Advisory Development Manager to lead and develop their central Scotland hub.
Due to additional hires in the team, trainee advisers coming through the ranks, and existing highly experienced IFAs, they need someone to oversee, grow, and manage their team of currently over approximately 20.
This is a truly exciting time to be joining them as they lead the way with their service offering and market strategy. They're looking for ambitious, client-focused, dynamic, and driven professionals to shape their future plans for the coming years.
Responsibilities:
* The role will entail coaching both on a 1:1 basis and in groups to assess best practices.
* Carrying out role plays to reinforce skills and teachings, observing performance to recognize areas for improvement, and implementing strategies to upskill the team.
* Training of the advisers, observing their performance versus any sales encounters, and providing feedback to regional management regarding any obstacles faced.
* Keeping up with market trends, industry changes, and regulations with a strong focus on compliance and adviser competency.
The successful candidate will have a genuine desire to make a difference, be driven, motivated, and excited to join during this stage of growth. Previous experience giving financial advice, level 4 qualified, and a background in a similar role with evidence of providing results is required.
In return, they are offering a highly competitive package, benefits, along with the chance to really make a difference and see the impact you make on a day-to-day basis.
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