What will you do?

Manages and develops a team of training consultants effectively. Responsibilities include developing and conducting training courses to meet identified needs and monitoring training results so that future courses may be modified where necessary. Assists in the assessment of external courses to determine suitability and keeps abreast of latest developments in the training field. Could handle more complex training with or without subordinate employees.

What will make you successful in this role?
Pre-course training administration

Support training assistants to deliver on training, scheduling, materials, logistical arrangements etc.
Ensure that pre-course on-line assessments are undertaken and passed by all delegates prior to attending the course

Facilitation of training and development programmes

Facilitate the Certificate in Wealth Management NQF 5.
Facilitate training in the on-line practice management and client financial needs analysis tool
Facilitate various in-house training workshops including selling skills in a professional and effective manner
Undertake ad-hoc presentations at conferences and seminars as requested by management and clients

Training assessment and feedback/report writing

Aligned to service level agreements in place:
Administer and score learner assessments in the workshops to determine proficiency levels of delegates
Complete a feedback report on each delegate after the workshop and share with the relevant line manager

Training material/content development

Work closely with the training developers to undertake the research and development of training material
Structure and write training material according to adult learning principles and in competency-based formats

Training queries and projects

Respond to regional queries from the business relating to training
Serve as part of project teams, as required

Specific role requirements

Must be willing to travel
Must have a valid Code 08 driver’s license
Must have own reliable transport

Qualification and Experience

Relevant Degree in Commerce/Finance/Law
Post Graduate Diploma in Financial Planning qualification
Experience as a trainer/facilitator
CFP designation advantageous
Completed Regulatory Exams advantageous
Registered INSETA assessor 
Registered INSETA moderator advantageous

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