Adviser Competency Manager (Trainee)

Home based Permanent Remote

Perspective Financial Group Ltd / Group Adviser Competence

Job Description

We are looking for an ambitious and motivated individual to join our Adviser Competency team as a Trainee Adviser Competence Manager. This is an excellent opportunity for someone with a strong background in financial planning who is looking to develop a career within Training & Competence (T&C).

Additional details

Requirements

Essential Requirements

Level 4 Diploma qualified or close to completion.
Experience within Financial Services.
Strong knowledge of pensions, investments and protection.
Excellent communication and interpersonal skills.
Interest in coaching and developing others.
Flexibility to travel when required

Desirable Requirements

Knowledge of FCA Training & Competence requirements.
Previous mentoring or coaching experience.
J07, AF6 or H15 qualifications.

Responsibilities

Support supervision of Financial Planners across multiple regions.
Ensure planners are supervised in line with the Group Competency Scheme.
Participate in competency assessments, role plays and live observations.
Provide feedback and coaching following observations and assessments.
Support delivery of new entrant training and learning interventions.
Work with Regional Managers and Principals to support progression to CAS and beyond.
Analyse KPIs and identify development opportunities.
Promote a client-centric culture and share best practice.

Benefits

25 days holiday (rising with length of service) plus Bank Holidays, Birthday Leave, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare and Extras Discount shopping discounts.

BirthdayLeave

Everyone should have the chance to enjoy their birthday, which is why Perspective offers an extra paid day off to mark the occasion.

ElectricVehicleScheme

Our Electric Vehicle Scheme gives eligible employees the opportunity to lease a brand-new electric car through a salary sacrifice arrangement.

Cycle toWorkScheme

Our Cycle to Work Scheme makes it easier for employees to access a new bike and safety equipment through a salary sacrifice arrangement.

EyecareSupport

Our Eyecare Support is designed to help employees stay comfortable and supported when working with display screen equipment.

HolidayPurchaseScheme

Our Holiday Purchase Scheme gives eligible employees the option to buy up to five additional days of holiday each year.

LongServiceAwards

Our Long Service Awards are designed to recognise the commitment, loyalty and experience that employees build over the course of their time with Perspective.