IFA Support Staff Trainer - Salford, Lancashire - £26,000 - £33,000 per annum
This is an excellent opportunity to work within this National IFA with a highly reputable market presence.
To provide comprehensive and consistent training for all new administrators on all aspects of the administration business processes and procedures, to a high standard. Adhering to internal policy and procedure, company service standards and FCA guidelines.
To train the existing administrators on any changes to company policy, processes/procedures to a high standard in accordance with FCA and company guidelines.
To organise and deliver refresher training sessions to both individuals and teams in order to address any issues identified by department audits and individual development plans.
To write the appropriate supporting reference material, guides and handouts, to accompany the training event.
To provide technical support and guidance where appropriate, referring the more complex matters to the Operational Improvement Manager or Head of Operations.
To keep the Business Process Reference guides up to date with any changes to process / procedures or systems.
Demonstrate best practice in the role, in accordance with the company’s objectives, policies and standards and FCA guidelines.
To highlight any skills and knowledge gaps within the operations teams to the relevant Operations Managers.
To develop and maintain accurate training records for all new starters within the Operations function, monitoring and recording their progression towards competency in the role.
To proactively deliver and promote excellent client service in accordance with FCA guidelines, internal policy and procedure and company service standards.
To develop and maintain good working relationships with the Operations teams, Regional Operations Managers, Senior Managers, Advisers and Central Operations and Central Service teams in order to ensure effective communication across the business.
To contribute to a variety of project work, as and when required. This will include taking responsibility for initiatives, in order to progress the 'high performance team’ work stream within the company’s evolution programme.
We are looking for someone to offer technical training to our administration staff so we would consider a a very experienced client services administrator or an experienced trainer who would be able to spend some time learning our practice and then work alongside our business process expert in the South to ensure we provide excellent training across the country.
The role will be basedfrom the Manchester office but there is the expectation to travel and provide adhoc training to our teams across Northern Offices.
Please apply direct or call Deborah Hulance: email@example.com
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