Regional Development Consultant

Job reference
Leeds, South Yorkshire, United Kingdom
Start date
Compliance jobs / Other jobs
Contract type(s)
Full time
Date posted

Regional Development Consultant

Yorkshire – Essex - London  

£43000 + car allowance + large range of benefits


My client is directly authorised and growing independent IFA which provides a holistic financial planning service for either personal or corporate clients.


The role will focus on training, developing and monitoring the performance of the Company’s Financial Advisers to ensure that clients receive an outstanding service. In doing so, you will be responsible for conducting induction training for IFAs joining the company, conducting Observation and Assessment of IFAs’ advisory skills to demonstrate their ongoing competency, and identifying training needs. You will also provide compliance advice and guidance to help the IFAs maintain their knowledge of regulatory requirements and liaise with Group Compliance and Risk Director / Regulatory Risk Manager on regulatory matters of potential concern or risk whilst also assisting in regulatory projects as directed.


You will have a strong Training and Development background as well as previous experience of a Regional Development Consultant/Field Supervisor role. You must have up to date compliance and risk management knowledge. You will also need to demonstrate strong people management and networking skills.


Ref: 4979

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