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Training & Competence Supervisor (Financial Services)

Radiant Financial

Remote, GBR

Full-time

Mid

Remote

Discovered 2 weeks ago

Microsoft Office

Free

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Key skills for this role

Microsoft Office

Level 4 Diploma Qualified
Experience in a similar (T&C) role gained within the Financial Services Industry, preferably in the Financial Adviser sector.
Strong analytical skills with the ability to interpret MI, identify trends and recommend development actions.
Strong organisational skills and attention to detail.
Ability to build strong stakeholder relationships and drive continuous improvement initiatives.
Excellent communication, coaching and mentoring skills.
A Good level of IT literacy and Microsoft Office packages in particular Excel.
Detailed knowledge of relevant FCA regulations in relation to Training & Competence and SMCR and knowledge of best practice of their application.
Ability to present to groups, within both a training and presenting environment.

Act as first-line Supervisor for Financial Planners with varying levels of experience
Supervise Financial Planners in line with the requirements of our Training & Competence Scheme
Maintain comprehensive and accurate Training & Competence records
Undertake observed meetings (live, recorded or via roleplay) to support Financial Planners development and assess competency
Support Radiant's induction training programme for both Pre-CAS and acquired Financial Planners, including the onboarding and sign-off process
Provide 1-to-1 coaching and training or group training to enhance Financial Planners knowledge and skills
Regularly review MI to identify training needs and identify any potential emerging risks
Collate/review Financial Planner data to identify development opportunities
Undertake ad-hoc Project work

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