IFA Training and Competence Manager

Our IFA firm client requires an IFA Development Manager (T&C) around the Reading/ London area. This home-based role with visits to local offices requires an experienced T&C manager from an IFA background.

The role responsibilities include:

• Manage the training and development of a team of IFAs
• Conduct induction training for IFAs joining the company.
• Participate in role-play assessment of IFAs.
• Manage and supervise IFAs’ performance and provide appropriate levels of oversight from non-competent to competent status.
• Undertake training needs analysis to identify training gaps in skills and knowledge.
• Investigate areas of underperformance, report findings and recommended remedial action,
• Prepare development plans to address learning needs.
• Conduct Observation and Assessment of IFAs’ advisory skills to demonstrate their ongoing competency, and to identify training needs.
• Undertake pre-sale and post-sale client file reviews, instructing remedial action and identifying areas for development.

The Candidate

An experienced T&C manager is required from an IFA background. In return the candidate will enjoy a competitive salary + car allowance + bonus + employee benefits