We all know that people development is crucial and that every moment invested in your team pays back dividends to your business. But we just don’t always have the time, knowledge or resources to undertake the development. Which is where we come in! Providing training and competency support to your whole team and lifting the burden away from the business owners.
Whether you’re brand new to finance or a seasoned pro. Whether you’re a career paraplanner or looking to take on Senior Manager functions. At each stage, and for each career path, we are able to support you.
We have taken the concept of a T&C structure, traditionally only applied to regulated advisers, and flexed it to provide a full training framework for everyone within the business. You can pick and choose the level of support you need, personal to each individual and the needs of the business.
We’ll book in an initial chat to talk through where your team is currently and where you want them to be before getting to work creating Personal Development Plans to help them achieve their aspirations. Depending on the needs, we can then act in a coaching role, supporting them through learning and qualifications or take on supervisory responsibilities, including observations and one-to-ones to help advisers reach and maintain competency.
Did you know? Our Route To Competency programme fast-tracks existing advisers who are new to your firm to learn your processes and advice standards and achieve firm level competency in record time.
Have a browse through our CPD events, webinars and workshops, sign up to Dextera to purchase our discounted e-learning modules or book in a chat with the friendly team to create the T&C plan of your dreams!
