Development Manager (Paraplanner Experienced)
Our client is a major UK IFA company, with offices nationwide. Due to their continued expansion, they are now looking for an experienced Development Manager with Paraplanning experience. The role will be based at the companys Manchester office.
To develop and train paraplanners with ongoing development needs, and to deliver
paraplanner Induction content training as per business requirements
To assist in the design, implementation, delivery and recording of individual and group
training activity in support of the company objectives and effective conduct of our business.
To work with paraplanners with established track records, providing development, coaching
and training support to enable them to achieve their highest potential, in terms of sales
skills, supervision skills and technical knowledge.
To support new entrants to the company in achieving competency and minimising the time
taken for new entrants to understand and be able to follow company process and standards
and be productive in their roles.
Assist in monitoring adherence to company policies and processes and assessing the
knowledge and skills of the paraplanner workforce and identifying risks and training needs.
Excellent IT skills
Sound judgement and ability to tailor a training approach to individual needs
Organisation, planning and self-management
Attention to detail
Willingness to travel within the UK
Full UK driving licence
Willingness to attend and deliver residential training courses
Modules towards Certificate in Paraplanning (or equivalent) - Essential
Certificate in Paraplanning (or equivalent) - Desirable
Diploma in Regulated Financial Planning - Desirable
Experience of working in a regulated Financial Services environment.
Experience in the construction of financial planning advice, either in an advisory, paraplanning or research capacity;
Experience in the construction of client facing Suitability Reports
Experience of coaching individuals and providing feedback
Experience of providing skills-based coaching
Experience in the identification of training needs
Experience in the design and implementation of training programmes and supporting documentation, as well as experience in the delivery of training
Knowledge & Skills
Excellent coaching skills
Excellent presentation skills
Excellent influencing skills
Excellent sales skills
Excellent organisation, planning and time management skills
Ability to demonstrate required level of technical knowledge and application of qualifications in the IFA environment
Detailed understanding of retail finance, including protection products, investments, pension products and tax planning solutions;
Excellent attention to detail
Ability to handle challenge.
Excellent interpersonal and relationship building skills and ability to deliver results through others
Good understanding of the T&C regime within a principles-based regulation model and focus on the appropriate customer outcomes
A comprehensive working knowledge of the FCAs Principles for Businesses and Conduct of Business rules
There is a highly competitive salary up to £45000 on offer, plus a range of other benefits.
Please apply today if you are interested in this role.
Do you have the Certificate in Financial Planning?
Are you Level 4 Diploma qualified?
Do you have a comprehensive working knowledge of the FCAs Principles for Businesses and Conduct of Business rules?
Postcode M5 3EJ (Manchester)