WEALTH ACADEMY HEAD

SUMMARY:
Provide training to interns as well as other internal staff and develop career paths.

POSITION INFO:

The following:

Qualifications:

• Post Graduate Degree in Financial Planning with CFP status.
• RE5.

Experience:

• Min of 5 years’ experience in the financial services industry.
• Minimum of 3 years training experience.
• Minimum of 3 years management experience.
• Minimum of 3 years’ experience with internships and INSETA programmes.
• Thorough understanding of training processes.

will enable you to:

Duties including but not limited to:

• Present a framework for training of interns that want to have a career in the financial services industry.
• Create a curriculum ( internship program) to facilitate strategic training based on the organization’s goals.
• Ensure that training materials and programs are current, accurate, and effective.
• Propose and implement development plans together with HR in terms of IDP of employees.
• Oversees and supervise the daily activities of trainers and trainees in the Training Academy.
• Conducts performance evaluations that are timely and constructive.
• Maintain knowledge of new methods and techniques for training, and training requirements applicable to the organization and/or industry.
• Identify problems and opportunities such as operational changes or industry developments that training could improve.
• Researching new training supplies and materials that can enhance the organizations’ training procedures while providing value to employees.
• Monitor and evaluate training program’s effectiveness and success periodically and report on them.
• Designing and developing relevant documentation, procedures, and systems to support trainees.
• Developing productive working relationships with colleagues and clients throughout the financial services environment, both within and outside of the organization.
• Keep up to date with financial product information.
• Interns to be placed under the supervision of the training manager at the FSCA to gain experience.
• Assist in promoting the training program.
• Research and articles.