Qureos Mentor

Recruit UK

Job Title: Training and Competency ManagerIndustry: Financial PlanningLocation: Scotland Salary: £60,000 + bonus (negotiable)Job Reference: 9988Job Description:Recruit UK are working on an excellent opportunity for a T&C Manager to join a Financial Planning company across Scotland.This exciting opportunity has been created due to the rapid expanse of the business. You will be working closely with the Head of T&C to offer support and development of the Wealth Managers. You will be mentoring and coaching advisers with CAS, as well as advisers gaining CAS.Duties: <ul><li>First line supervisor to Financial Planners of varying experience levels</li><li>Deliver training to new entrants and working closely with the Head of Academy</li><li>Undertake role plays, live observations and competency assessments</li><li>Keep training material up to date and develop new learning materials where required</li></ul>Benefits:<ul><li>Competitive salary of £60,000 (negotiable for the right candidate)</li><li>Discretionary bonus scheme</li><li>Travel expenses covered</li><li>Remote working, with travel to offices where required</li><li>25 days annual leave with buy/sell scheme</li><li>Christmas closure</li><li>Private medical insurance</li><li>Flexible benefits scheme</li></ul>Skills and experience required:<ul><li>Experience with coaching, mentoring and developing Financial Advisers</li><li>Good understanding and knowledge of FCA regulations and compliance procedures</li><li>Level 4 Diploma or equivalent</li></ul>

Training and Competency Manager

Job Title: IFA AdministratorIndustry: Financial PlanningLocation: BirminghamSalary: Up to £30,000Job Reference: 9926Job Description:Recruit UK is working on a brilliant opportunity for an IFA Administrator to join a national and successful Financial Planning firm.This role as an IFA Administrator will involve preparing LOA's, client correspondence, meeting and greeting clients, preparing client application forms, arranging valuations and client meetings, valuations and more.This is a fantastic opportunity for you to join a national, growing and successful wealth management company. That are invested in their staff and have a brilliant culture. What's in it for you:<ul><li>Salaries up to £30,000 (salary negotiable dependent on skill set and experience)</li><li>Flexible working (post probation)</li><li>25 days holiday plus bank holidays </li><li>Generous pension contribution</li><li>Enhanced additional benefits </li><li>Fantastic work culture </li><li>Career professional development</li></ul>Skills and experience required:<ul><li>1+ years' experience as an IFA Administrator in a Wealth Management company</li><li>Excellent attention to detail</li><li>Highly organised and capable of working independently and within a team</li><li>Strong literacy and numeracy skills</li></ul>About Recruit UK:As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with an Independent Financial Advice firm based in Birmingham on an IFA Administrator role.Our commitment to you:<ul><li>Start every journey with a conversation to find out about you in-depth.</li><li>Provide honest feedback on where you fit in the job market.</li><li>Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you.</li><li>Take a holistic mindfulness approach - career happiness is rarely just about the money.</li><li>Cover the whole of the UK with a local touch through our regional teams.</li><li>Never pester you.</li></ul>

IFA Administrator

Join Recruit UK and explore 2   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Recruit UK

ABOUT_COMPANY

Training and Competency Manager

IFA Administrator