Financial Services Consultant providing exceptional member service while building long - term financial relationships. Engage in consultative conversations and support members with their financial needs.
About the role
- Training & Competence Officer ensuring Financial Planners are capable while complying with regulatory requirements. Supporting their development and managing training records within a hybrid environment.
Responsibilities
- Ensure Financial Planners are competent, confident, and capable of delivering excellent customer outcomes
- Supervise, assess, and coach Financial Planners
- Manage training records
- Support professional development through the T&C Scheme
- Conduct mandatory observations and competency assessments
- Prepare and review Personal Development Plans (PDPs)
- Conduct Training Needs Analysis (TNA)
- Review CPD records quarterly
- Assess Fit & Proper declarations
- Produce quarterly KPI dashboards
- Support delivery of training sessions and coaching
- Ensure timely completion of onboarding T&C activities for new Financial Planners.
Requirements
- Minimum Level 4 qualification in Regulated Financial Planning
- Proven experience in financial services training, competence, or supervision roles
- Strong organisational skills with excellent attention to detail
- Ability to analyse information and make evidence-based decisions
- Confident coaching and training skills, delivered one-to-one, in groups, and remotely
- Skilled in building rapport and influencing a variety of stakeholders
- Committed to high standards of conduct and achieving excellent customer outcomes.
Benefits
- Non-contributory Pension Scheme (8%)
- Private Medical Insurance
- Cashplan
- Income Protection
- Critical Illness cover
- Death in Service
- Parking allowance
- Generous holiday allowance, rising with length of service
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