Vacancies | Perspective

Location Home based | Remote
Employment Type Permanent
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We are looking for an ambitious and motivated individual to join our Adviser Competency team as a Trainee Adviser Competence Manager. This is an excellent opportunity for someone with a strong background in financial planning who is looking to develop a career within Training & Competence (T&C).

Responsibilities

Support supervision of Financial Planners across multiple regions.
Ensure planners are supervised in line with the Group Competency Scheme.
Participate in competency assessments, role plays and live observations.
Provide feedback and coaching following observations and assessments.
Support delivery of new entrant training and learning interventions.
Work with Regional Managers and Principals to support progression to CAS and beyond.
Analyse KPIs and identify development opportunities.
Promote a client-centric culture and share best practice.

Requirements

Essential Requirements

Level 4 Diploma qualified or close to completion.
Experience within Financial Services.
Strong knowledge of pensions, investments and protection.
Excellent communication and interpersonal skills.
Interest in coaching and developing others.
Flexibility to travel when required

Desirable Requirements

Knowledge of FCA Training & Competence requirements.
Previous mentoring or coaching experience.
J07, AF6 or H15 qualifications.

Benefits

25 days holiday (rising with length of service) plus Bank Holidays, Birthday Leave, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare and Extras Discount shopping discounts.

PerspectivePlus

Shaped  around you

We believe that supporting our people goes beyond the workplace, which is why we offer a comprehensive range of employee benefits, shaped around you.

BirthdayLeave

Everyone should have the chance to enjoy their birthday, which is why Perspective offers an extra paid day off to mark the occasion.

ElectricVehicleScheme

Our Electric Vehicle Scheme gives eligible employees the opportunity to lease a brand-new electric car through a salary sacrifice arrangement.

Cycle toWorkScheme

Our Cycle to Work Scheme makes it easier for employees to access a new bike and safety equipment through a salary sacrifice arrangement.

EyecareSupport

Our Eyecare Support is designed to help employees stay comfortable and supported when working with display screen equipment.

HolidayPurchaseScheme

Our Holiday Purchase Scheme gives eligible employees the option to buy up to five additional days of holiday each year.

LongServiceAwards

Our Long Service Awards are designed to recognise the commitment, loyalty and experience that employees build over the course of their time with Perspective.

ExtraDiscount Cards

Extras Discount Cards give employees an easy way to make everyday spending go further.

FamilyFriendlyPolicy

Our Family Leave policies are designed to support employees as they grow their families, whether through birth or adoption.

25 days holiday

Pension

Enhanced Parental Pay

Life Assurance

Learning & Development

Employee Referral Scheme

What to do if we didn’t get something right

The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

Should you have cause to complain, and you are not satisfied with our response to your complaint you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:

Contact

The Financial Ombudsman Service, Exchange Tower, London, E14 9SR

Tel: 0800 023 4567 or 0300 123 9123