Job Description
?If you enjoy developing Financial Planners and want a role where your coaching genuinely drives better advice and client outcomes, thisPerformance & Excellence Associate jobcould be a fantastic next step for an experienced Financial Planner Trainer.
In this role, youll work closely with Financial Planners to help refine their approach, strengthen their technical capability and support a consistent, high-quality planning process. Youll bring positive energy, constructive challenge and practical guidance to help individuals perform at their best. The work is varied, combining adviser coaching, performance insight, collaborative projects and involvement in onboarding new planners as the business continues to grow.
Typical duties include:
* Delivering 1:1 and group coaching to advisers, both virtually and in person
* Reviewing performance trends and identifying development priorities
* Supporting adviser induction and ongoing professional development
* Working with internal teams to maintain strong alignment of processes and standards
* Helping to promote a culture of continuous improvement across the adviser community
Full job description available to cover the spectrum of responsibilities involved in this exciting role
Performance & Excellence Associate (Financial Planner Trainer) Requirements
Essential:
1. Level 4 Diploma in Financial P...