Professional Development Adviser/Trainer - Wealth management

Job Description

My Client are a FTSE 100 Company , they are a recognised and established National Wealth Management business that puts long-term relationships and trusted face to face financial advice at the centre of everything they do.Opportunity - Professional Development AdviserLocationEither Bristol or Cirencester/Hybrid/TravelSalaryUpto £34,000 plus unrivalled benefitsThe main purpose of this role is to use technical knowledge and experience to support on the corporate objective of increasing the number of Chartered individuals and firms within the Partnership, Academies whilst also maintaining strong Chartered Governance.What youll be doing: Explore new and unique opportunities for the Partnership that will increase their options and success rate when working towards Chartered. Build and maintain strong working relationships with the Professional Bodies (CII, CISI and LIBF) and using these to develop additional opportunities for Partners/Advisers. To provide oversight of the firms 1000+ Chartered community, to ensure correct designations are used and maintain company and professional bodies professional values Developing the Chartered support available to Partners and maintaining the Chartered Mezzanine Service on a daily basis Support the Academies to develop a Chartered program for graduates and design and deliver presentations to all graduates detailing the Chartered programWho were looking for: Holds the Regulated Diploma in Financial Planning (or equivalent) or close to achieving the Diploma, with the desire to progress further towards Chartered Confident presenter would be desirable but full training will be given Have a working knowledge at intermediate level of Word and Excel, and be competent at interpreting and analysing data Ability to influence and encourage individuals to undertake and complete their Chartered studies. Can build strong relationships with FMT at all levels and create engagement and buy in to promoting Chartered, this is key to its success Diplomacy in handling sensitive situations with Partners. Use of appropriate language with partners and employees Happy working autonomouslyusing own initiative and responsible for decision making Able to work with the CII and Chartered businesses in relation to identifying issues, determining best actions and negotiate with both the CII and firms businesses, create action plans considering Business Structures, Equality and Diversity policiesWhy work for usIn addition to an attractive salary and eligibility to participate in the discretionary annual bonus opportunities, you will also receive an excellent benefit package including: Non-Contributory Pension10% (increasing with length of service) with further pension matching 15% of salary Bonus potential Meaningful protection benefits with real value, such as 10X life cover, PHI, and critical illness. Best in class terms and conditions including 6 months paid maternity and paternity leave. Private Medical and Dental Insurance 28 days holiday entitlement plus bank holidays (based on full-time equivalent) with the option to buy an additional up to 5 days Discretionary bonus scheme dependent on company and personal performance, varied by level