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IFA Training & Competence Officer

Rochester, Kent
£45,000 to £60,000
Job Type
28 Jul 2022
  • An excellent permanent position has arisen within an established Kent based IFA.
  • To manage and deliver the training and competence requirements for the firm from scheme design and development through to the supervision of individual advisers
  • Significant training and competence experience including scheme delivery and adviser supervision
  • Specific knowledge and experience around pensions and retirement, including DB pension transfers desirable
  • Relevant level 4 qualification in retail financial services
  • Specific DB pension transfer qualification desirable
  • Review, develop and manage the training and competence scheme requirements for the business and its advisers including undertaking the supervision of individual advisers:

o Initial knowledge testing

o Training needs analysis

o Support the initial certification process

o Induction training

o Live and role-play observations

o Regular adviser 1:1s, KPI reviews and action plans

o Support the completion of appropriate CPD

o Ensure SPSs are maintained

o Undertake ongoing competency assessments

o Support annual fitness & propriety testing

o Undertake regular knowledge training and testing

o Support the attainment of additional qualifications

o Support the annual certification process

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  • Job Reference: 670334738-2
  • Date Posted: 28 July 2022
  • Recruiter: Coast Specialist Recruitment
    Coast Specialist Recruitment
  • Location: Rochester, Kent
  • Salary: £45,000 to £60,000
  • Sector: Banking & Financial Services
  • Job Type: Permanent