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- Tasks: Coordinate training sessions and support Associate Advisers in their development journey.
- Company: Ascot Lloyd is a modern employer committed to nurturing talent through its Adviser Academy.
- Benefits: Enjoy flexible working options, including hybrid models and potential job share opportunities.
- Why this job: Be part of a dynamic team that shapes the future of financial advising while making a real impact.
- Qualifications: No specific qualifications required; enthusiasm for supporting others and strong organisational skills are key.
- Other info: Office-based role with potential for remote work; located in Birmingham or Reading.
The predicted salary is between 36000 - 60000 £ per year.
Following the launch of the Ascot Lloyd Adviser Academy in April 2023, and with 2 cohorts already having graduated from the pathway, and a 3rd due to start on 31st of March, we are delighted to announce the Ascot Lloyd Adviser Academy will now be onboarding 2 separate cohorts of Associate Advisers each year (March and September). Due to the success of the Academy to date, and the ongoing commitment from Ascot Lloyd, we are now recruiting for a dedicated full-time Academy Coordinator. This is an exciting opportunity where you will work with the Associate Advisers, supporting their training and development as they go through their Academy pathway, as well as assisting ‘early careers’ Advisers with their development needs and objectives.
Location: Office based – hybrid. Ideally Birmingham or Reading, other Ascot Lloyd office locations will be considered.
Hours of work: 35 hours each week, with flexibility to meet deadlines as required. As a modern employer who supports flexible working models and patterns, we will consider job share / other options for the right candidate(s).
Purpose of the role:
- Scheduling individual training sessions for the Academy training pathways, including sending out the invites to the guest speakers and Associate Advisers, ensuring in advance that the speaker presentations are up to date, stored centrally, branded appropriately and run on time.
- Providing pro-active support and being the central point of contact for the Associate Advisers both pre-joining and post appointment, in an efficient and professional manner.
- Feeding back to the relevant stakeholders (Head of Adviser Academy and Academy Training Lead) on any gaps in the Academy offering and ideas for improvement, to ensure delivery of a market leading Academy development pathway.
- Providing valuable insights based on Adviser feedback to help develop and continually improve the Ascot Lloyd Academy Development pathway.
- Be an ambassador for Ascot Lloyd through active promotion of the values and proposition.
Responsibilities:
- Liaise and assist the Academy Training Lead, to ensure the Associate Advisers/New Advisers deliver their key milestone KPIs.
- Provide logistics support for travel, accommodation and refreshments bookings for the Academy Associates and Management team in accordance with the pathway scheduling.
- Working closely with HR and the Head of Adviser Academy to ensure that Associate Advisers/New Advisers are onboarded safely, to avoid unnecessary attrition.
- Ensure Associate Advisers have scheduled their exams at the appropriate time, attend the respective training sessions and feedback their results in a timely manner.
- Provide meaningful regular MI and feedback to show first time pass rates on exams, client observation assessments and launch plan effectiveness.
- Maintain end-to-end process guides on pre and post appointment, up to CAS.
- Provide key stakeholders with regular updates from the Associate Advisers on their Adviser Pathway workbooks.
- Organise additional support days with Paraplanning and Admin, including a consistent agenda for the Associate Advisers in accordance with the schedule.
- To operate and manage an effective diary to ensure that all activities are planned for and carried out in a timely manner.
- Actively support in the development of the new Advisers skills and knowledge during the Academy pathway and in their early career at Ascot Lloyd.
- Working in conjunction with the Academy leadership team, support the design and delivery of the Academy pathway and the future training needs once the Advisers graduate from the pathway.
- Regular reporting on the effectiveness of the Academy course content and provide prompt feedback to the Academy Leadership team on any absenteeism or welfare issues.
- Regular review of the Academy training pathway and collateral to refine and/or change as appropriate.
- As appropriate, host guest speakers and support/attend other training sessions including ‘Insights’ events and other recruitment initiatives.
- Work within set budgetary requirements, reporting on expenditure as required.
- To carry out any other reasonable duties (i.e. cover for absence) as requested by management.
Academy Co-ordinator employer: Ascot Lloyd group
Contact Detail:
Ascot Lloyd group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Academy Co-ordinator
✨Tip Number 1
Familiarise yourself with the Ascot Lloyd Adviser Academy's structure and objectives. Understanding their training pathways and the specific needs of Associate Advisers will help you demonstrate your alignment with their goals during interviews.
✨Tip Number 2
Network with current or former employees of Ascot Lloyd, especially those involved in the Academy. They can provide valuable insights into the company culture and expectations, which can be beneficial for your application and interview preparation.
✨Tip Number 3
Showcase your organisational skills by preparing examples of how you've successfully managed training sessions or events in the past. Being able to discuss your experience in scheduling and logistics will highlight your suitability for the Academy Coordinator role.
✨Tip Number 4
Research the latest trends in training and development within the financial services sector. Being knowledgeable about current practices will allow you to contribute ideas for improving the Academy's offerings, making you a more attractive candidate.
We think you need these skills to ace Academy Co-ordinator
Some tips for your application 🫡
Understand the Role: Read the job description thoroughly to grasp the responsibilities and requirements of the Academy Coordinator position. Tailor your application to highlight how your skills and experiences align with these specific needs.
Craft a Compelling CV: Ensure your CV is up-to-date and clearly outlines your relevant experience, particularly in training coordination, stakeholder management, and support roles. Use bullet points for clarity and focus on achievements that demonstrate your ability to meet KPIs.
Write a Strong Cover Letter: In your cover letter, express your enthusiasm for the role and the Ascot Lloyd Adviser Academy. Provide examples of how you have successfully supported training initiatives or managed logistics in previous positions, showcasing your proactive approach.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for the Academy Coordinator role.
How to prepare for a job interview at Ascot Lloyd group
✨Understand the Academy's Mission
Familiarise yourself with the Ascot Lloyd Adviser Academy's goals and values. Being able to articulate how you align with their mission will show your genuine interest in the role and the organisation.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills and ability to manage multiple tasks. Think of examples from your past experiences where you've successfully coordinated training or supported individuals in their development.
✨Showcase Your Organisational Skills
As an Academy Coordinator, you'll need to demonstrate strong organisational abilities. Be ready to discuss how you manage schedules, coordinate events, and ensure timely communication with stakeholders.
✨Ask Insightful Questions
Prepare thoughtful questions about the Academy's future plans and how you can contribute to its success. This not only shows your enthusiasm but also helps you gauge if the role is the right fit for you.
