EC
Elara CapitalRN Clinical Team Manager – Hospice
Clinical Team Manager overseeing patient care services in home health at Elara Caring. Ensuring quality patient care and team development while collaborating with healthcare professionals.
About the role
- Act as first-line Supervisor to Financial Planners of varying experience and locations
- Ensure Financial Planners within your span of control are supervised in accordance with the Group Training & Competence Scheme
- Deliver new entrant training and other training interventions as required
- Work closely with the Training & Development Team to fulfil each Trainee's objectives through to Competent Adviser Status (CAS) and beyond
- Undertake Role Plays, Live Observations, and Competency Assessments and provide feedback to Planners
- Assess KPIs to identify development areas, agree CPD and deliver appropriate coaching and training
- Assist Group Compliance with ensuring training material is kept up to date and develop new material as required
- Ensure own ongoing competency and promote client-centric culture
- Proactively share best practice across advisers and support staff
- Develop Trainee Financial Planners to reach CAS and conduct competency assessment of Financial Planners joining via acquisitions
- Monitor ongoing competency of CAS Planners and assist operation of systems and controls to mitigate business risks and ensure regulatory compliance
Requirements
- Experienced working in a Training & Competence role within the Financial Services sector, supervising Financial Planners in all areas (Pensions, Investments, and Protection)
- Experience in providing effective Coaching
- A good understanding and knowledge of relevant FCA rules
- A good understanding of complaints procedures
- A good understanding of other relevant legislation, including financial crime and GDPR
- A good understanding of updating policies and procedures
- A good understanding of Training & Competency
- Working knowledge of and be competent with Microsoft Applications
- Qualified to at least QCF Level 4 or equivalent qualification (H15, JO7 or AF6 are desirable)
- Regular travel to offices to meet face to face with advisors as required
- Full-Time – 9am to 5pm with 1-hour lunch (35 hours)
Benefits
- Competitive salary
- Private Medical Insurance post probation
- Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)
- 25 days Annual Leave (plus buy and sell up to 5 days)
- Office Christmas close (3-days)
- Life Assurance
- Health cash plan
- Hybrid working
- Discretionary performance related bonus
- Employee Assistance Programme
- Lunch and snacks provided in the Bristol office
- Lots of flexible benefits to choose from
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
CI
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