Training & Development Manager
Merje
- Manchester
- £50,000 per year
- Permanent
- Full-time
- Supervision, coaching and the supporting of a designated allocation of advisers and investment managers within the firm, which is achieved by the monitoring of specific KPI’s and management of adviser competence.
- Undertake both remote and face to face compliance and supervision coaching with advisers in line with the firm’s business practice manual, directives, and training & development scheme.
- Support the development of adviser competence through the identification of training needs of new and existing colleagues by liaising with business quality team and the recording of root cause analysis.
- Assess advisers training needs and document through the training needs analysis document.
- Provide regular MI to the Senior Training and Development Manager/ Head of Training and Development in relation to workflow levels.
- Create and manage Support and Training Plans for advisers with training need Supervise, coach and mentor trainee advisers (or those deemed as non-competent)
- Experience of undertaking a similar role within a Wealth Management/IFA business.
- Diploma Level 4 qualified as a minimum.
- Knowledge across areas such as Life, Pension, Investments and Mortgages.
If you would like this job advertisement in an alternative format, please contact MERJE directly.
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