Elite Training & Competence Coach for Advisers - London

TipTopJob

Greater London

Hybrid

GBP 55,000 - 70,000

Full time

23 hours ago
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Job summary

Radcliffe and Newlands Wealth in London is looking for a Training and Competence Coach/Supervisor to support growth and ensure adviser quality within its IFA framework. You will work closely with SMF16/SMF17 Directors and the Head of Technical Research to monitor and develop adviser performance.

The role emphasizes coaching, soft skills, client relationships and effective presentations, with a career path toward the T&C Manager position as the business expands.

Qualifications

  • Minimum CII Level 4 Diploma in Financial Planning.
  • Experience working within a UK IFA T&C framework.
  • Focus on coaching, soft skills, client relationships and presentation.

Responsibilities

  • Monitor aspects of business quality of individual advisers.
  • Assess ongoing competence and develop new advisers' skills.
  • Collaborate with SMF16/SMF17 Directors and Head of Technical Research.

Skills

Coaching
Soft skills
Client relationships
Presentation

Education

CII Level 4 Diploma in Financial Planning

Job description

Radcliffe and Newlands Wealth in London is looking for a Training and Competence Coach/Supervisor to support growth and ensure adviser quality within its IFA framework. You will work closely with SMF16/SMF17 Directors and the Head of Technical Research to monitor and develop adviser performance.

The role emphasizes coaching, soft skills, client relationships and effective presentations, with a career path toward the T&C Manager position as the business expands.

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