Job Purpose
Training of Financial Advisors, Broker Consultants, and Independent Financial Advisers through first level initial support, through to development and ongoing proficiency training sessions. This role involves partnering with key stakeholders to proactively identify learning requirements aligned to franchises/business objectives.
Key Outputs may include but are not limited to:
Conduct regular financial planning, practice management, product/systems and where relevant, human skills training sessions to Financial Advisors, Broker Consultants, IFA's and any other necessary sales and distribution roles
Conduct business needs analysis to determine training requirements to drive business and individual (DFc,BCs, DCs) performance
Conduct research, develop and implement advanced fit for purpose workshops or training programs aligned to business requirements.
Managing of stakeholders at all levels to support and deliver on Franchise/Business unit specific learning requirements
Monitor and evaluate the effectiveness of training to ensure optimal learning and development
Provide mentoring and coaching to team members within the Division
Consider strategic alignment when co-creating learning solutions with the business area(s) ensuring the future learning needs of the business are met.
Drive innovative and disruptive learning experiences, incorporating industry leading best practice, to enable the salesforce to meet the changing business priorities and challenges in terms of future skills and capabilities.
Ensures continuous development of knowledge and skills related to products, financial planning and incorporates this into learning interventions
Develop professional internal and external collaborative relationships to ensure that the business needs are constantly met, and continuous feedback is provided.
Monitor, track and evaluate the success of learning initiatives/deliverables and recommend improvements to enable successful business solutioning/execution
Analyse local and international trends, using insights to support the forecasting of future changes in the Financial Services industry.
Use expert knowledge of learning principles to ensure that learning relevant, retained, and fit for purpose
Maintain a high level tech and facilitation skill, both the physical and virtual classroom
Travel as and when required to conduct the training
Experience
3 - 4 years experience in Learning & Development
Knowledge of Adult learning principles
Extensive experience in Facilitation
Financial planning and soft skills/ sales skills knowledge and experience in a learning context
2 years experience with dealing with complex projects ( end -to-end)
Related BCOM degree
CFP qualification NQF 6 financial planning qualification will be considered if additional experience is present
Training qualification (Train The Trainer or ETDP)
Competencies:
Passion for financial planning and the financial services industry
Continuously gains ongoing knowledge about products and financial planning to operate on an expert level
Takes initiative and works under own direction
Takes responsibility for actions, projects and people
Motivates and empowers others
Upholds ethics and values; demonstrates integrity.
Easily establishes good relationships with customers and relates well to people at all levels.
Gains clear agreement and commitment from others by persuading,
Consistently achieves all goals.
Works hard and puts in longer hours when it is necessary.
Analytical Thinking Ability: ability to split a task or problem into its component parts and use these in a logical and systematic manner to reveal all the implications of the consequences of situations.
Communication Skills: able to communicate clearly both verbally and in writing.
Reporting Skills: ability to consolidate information and compile reports reflecting the necessary relevant information
Ability to communicate logically and objectively are essential components of this role.
Assertiveness coupled with flexibility and adaptability.
A quality orientation with acute attention to detail.
Retain a formal and professional manner.
Well organised
Excellent facilitation skills
Conflict Management
Expresses opinions, information and key points of an argument clearly.
Makes rational judgments from the available information and analysis.
Probes for further information or greater understanding of a problem.