Performance And Excellence Associate

Recruit Wealth are delighted to be representing our national Financial/Wealth Management Advice client once again, as they continue to grow through acquisition with private equity backing.

Our client now seeks to recruit several Performance and Excellence Associates covering all areas of "Training & Competency" and "Learning & Development".

As a "Performance and Excellence Associate" you’ll play a critical part in ensuring the business provides great advice to their clients.

This role is responsible for the delivery of the existing compliance framework for Advisers, Paraplanners and all individuals in the business.

The key responsibilities of the role are:

• Work alongside Advisers, Paraplanners and key support staff to create a culture of high Performance and Excellence
• Develop a strong understanding of Advisers, Advice hubs and support teams to enable opportunities for sharing best practice across the business
• Use of data to identify opportunities for improvement and where risks emerge to manage them appropriately
• Deliver learning and development through face-to-face events, webinars, and e-learning
• Supporting Pre-CAS, inexperienced advisers and competent advisers in evidencing their capabilities and identifying opportunities for further development
• Working collaboratively with the Distribution and Operations teams to ensure their managers have the right insight and information to effectively oversee their people.
• Providing technical training on individual improvement plans as appropriate.
• Involvement in the integration of new businesses
• Undertake 1 to 1 meetings, competency & skills assessments and observations on staff as part of evidencing performance standards.
• Handle queries and provide support for advisers regarding complex technical matters.
• Ad-hoc project work to support the Risk and Compliance function.
• Support learning and performance activities for all staff related to integration of new hubs and growth of existing businesses

Experiences and knowledge required

• Level 4/Diploma Qualified, CII, LIBF etc
• Strong experience in working in an advice business with a good understanding of the requirements to ensure advisers, paraplanners and key support staff are delivering an excellent service to clients
• Demonstrable technical knowledge around Financial/Wealth advice
• Awareness of regulatory requirements governing Financial Advice business and those who operate in the industry
• Proven use of Financial Services technology
• Commercial and business awareness
• Experience in integration of new businesses would be preferable but not essential.

A generous salary is being offered, car allowances, company led bonus, excellent benefits as well as a professional and encouraging working culture are all available with this national brand.

Due to their strategic, acquisitional growth and future recruitment the business will be highly attractive to all prospective candidates, there has never been a better time to join than now!

Home working is fully supported during the working week with the expectation of travel to hubs/offices in your managed territory during the week.

Staff retention is second to none with our client, we have represented them for years with excellent success.

The business is looking to recruit as soon as possible, please apply to us here at Recruit Wealth for an immediate response.