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- Tasks: Coach Financial Planners and analyse performance data to drive excellence.
- Company: Dynamic financial planning organisation based in Leeds.
- Benefits: Competitive salary, hybrid working, generous leave, and professional development support.
- Why this job: Make a real difference in the financial planning industry while developing your coaching skills.
- Qualifications: Level 4 Diploma in Financial Planning and experience in advisor development.
- Other info: Join a supportive team with opportunities for growth and impact.
The predicted salary is between 50000 - 60000 £ per year.
A financial planning organization in Leeds seeks a Performance & Excellence Associate to coach Financial Planners. The role involves delivering coaching sessions, analyzing performance data, and supporting adviser induction.
Candidates should hold a Level 4 Diploma in Financial Planning and have experience in advisor development.
Benefits include:
- Competitive salary of £50,000 - £60,000
- Hybrid working
- Generous leave
- Professional development support
Hybrid Financial Planner Coach & Excellence Trainer in Leeds employer: Sahasraa Solutions
Contact Detail:
Sahasraa Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Hybrid Financial Planner Coach & Excellence Trainer in Leeds
✨Tip Number 1
Network like a pro! Reach out to current or former employees in the financial planning sector, especially those who have worked as coaches or trainers. They can provide insider info and might even refer you directly to hiring managers.
✨Tip Number 2
Prepare for your interview by practising common coaching scenarios. Think about how you'd analyse performance data and support adviser induction. We want you to showcase your expertise and make a lasting impression!
✨Tip Number 3
Don’t just apply anywhere; focus on companies that align with your values and career goals. Use our website to find roles that excite you, and tailor your approach to each one. It’s all about finding the right fit!
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. Plus, it shows your enthusiasm for the role and the company. Let’s make sure they remember you!
We think you need these skills to ace Hybrid Financial Planner Coach & Excellence Trainer in Leeds
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Level 4 Diploma in Financial Planning and any relevant experience in advisor development. We want to see how your skills align with the role of a Performance & Excellence Associate!
Showcase Your Coaching Skills: In your application, emphasise your experience in delivering coaching sessions. We’re looking for someone who can inspire and develop our Financial Planners, so let us know how you’ve done this in the past.
Be Data Savvy: Since analysing performance data is a key part of the role, mention any experience you have with data analysis or performance metrics. We love candidates who can back up their coaching with solid insights!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Sahasraa Solutions
✨Know Your Financial Planning Stuff
Make sure you brush up on your financial planning knowledge, especially around the Level 4 Diploma content. Be ready to discuss how you've applied this knowledge in real-world scenarios, as it shows you're not just book-smart but also practical.
✨Showcase Your Coaching Skills
Prepare examples of how you've successfully coached or developed advisors in the past. Think about specific situations where your coaching made a difference and be ready to share those stories during the interview.
✨Data is Your Friend
Since the role involves analysing performance data, be prepared to talk about your experience with data analysis. Bring examples of how you've used data to drive performance improvements and support decision-making in previous roles.
✨Embrace the Hybrid Work Model
Familiarise yourself with hybrid working practices and be ready to discuss how you can effectively coach and support advisors in a flexible environment. Highlight any experience you have with remote coaching or training to show you're adaptable.
