I would have no hesitation in recommending Neil as a very motivated, focused and committed manager who has a strong, specialist knowledge of the UK Financial Services sector.

Steve Webb, Director of Business Policy, Welsh Assembly Government


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Supervisory Workshop

Objectives

  • To understand the role and responsibilities of the supervisor under T&C guidelines
  • To explore the skills required to undertake the role
  • To consider the supervision of other and how to deal with potential difficult situations
  • To understand how to develop the skills of the team to maximise productivity

Who should attend

All supervisors new to the role or those how have been in the job for a while and wish to enhance their skills.

Summary of content

  • The supervisors role as coach, assessor and monitor
  • What is assessed
  • Identifying and recording training needs
  • Designing appropriate training to solve knowledge and skills gaps
  • Assessing fact finding and client recommendation skills
  • Maintaining competent status
  • Coaching and adhering to a coaching model
  • Comparing and take action on KPI’s
  • Dealing with difficult situations
  • Team development

Duration

2 days

 

 

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Neil Young's Favourite Places - Click here

Useful Links to Organisations in the Financial Services Industry
 
Link to the Financial Services Authority Link to the ifs School of Finance Link to the Institute of Financial Planning Link to the Chartered Insurance Institute Link to Securities and Investment Institute Link to Penrose
 
Link to The Building Societies Association Link to The British Bankers' Association Link to The Association of Friendly Societies Link to the Association of Mortgage Intermediaries Link to the Association of Independent financial advisers Link to the Financial Services Skills Council Link to Global Professional Publishing