ACADEMY HEAD: WEALTH

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

• 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.

• 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 organizations 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 programs 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.

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