• beckyraithby

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.

Client service

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.

Project work

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: deborah@clarkjamesc.o.uk

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Liability and Disclaimer

The information contained in our advert including any salary or on target earnings information is given in good faith and Clark James Ltd uses all reasonable efforts to ensure that it is accurate. However, Clark James Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by Clark James Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert.

Please Note

All applications received will be dealt with in the strictest confidence.

Due to the volume of applications received we will be in touch if your application has been successful within 7 working days. If you have not received any communication within this time, please assume you have been unsuccessful on this occasion, but the information may be retained in connection with future opportunities.

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