Qualification:

• Bachelor’s degree or equivalent tertiary qualification  in Education or relevant field (CFP).
• Registered Moderator with Inseta.
• A minimum of a NQF 6 Financial Services Related qualification.
• ODETDP NQF 5 preferable.

Experience:

• A minimum of 5 years Industry Experience preferred
• A minimum of 4-6years’ work experience in a financial planning Learning and Development role.
• Well-developed business acumen.
• Computer literacy:  MS Excel, MS Outlook, MS Word, MS PowerPoint, Visio.
• Experienced in Facilitation and digital learning.
• Having a proven track record of e-learning techniques and financial skills.
• Highly Desired: Project Management, Coaching & Facilitation skills.
• Proven ability to manage relationships, design and deliver training, and adapt to changing organizational needs.

Knowledge:

• Financial planning.
• Digital Astuteness.
• Knowledge of current and emerging learning technologies
• Organisational Diagnostics & Intervention.
• Change Management.
• Learning Management.
• Leadership Development & Coaching.
• Performance & Succession Management.
• Must be able to draft reports and make good written recommendations.
• Ability to supervising multi-disciplinary teams of staff.
• Adult learning methodologies: Techniques for engaging adult learners in the training process, like interactive activities and case studies.
• Presentation skills: The ability to deliver clear, informative, and engaging presentations.
• Facilitation skills: Leading discussions, encouraging participation, and managing the learning environment effectively.

Duties and Responsibilities

• Design and develop the core and supplementary Academy programmes, ensuring they are aligned to clearly defined learning outcomes, learner needs and learning styles.
• Design and creation of digital learning solutions, including high-quality Learning content.
• Utilize multiple digital channels and opportunities to interface with end users during training to help shift the organizational culture to be engaged in the digital transformation.
• Actively integrate learning strategies with digital learning solutions to create and sustain a digital learning experience.
• Support the implementation and execution of the learning strategy across the business.
• Design content, materials, media and testing, including creating the design templates.
• In collaboration with internal and external stakeholders, drive seamless integration of new learning digital platforms in the business to maximise the end user experience.
• Develop innovative learning content that supports the Academy’s strategy towards a hybrid delivery approach, including e-learning and other digital learning tools.
• Develop, implement and maintain assessment and moderation framework and tools to enable accreditation of learners ensuring that SAQA principles of assessment and moderation are adhered to.
• Establish and implement high quality design standards and ensure all programmes aligned to digital practises.
• Evaluate the effectiveness of the designed curriculum and review accordingly.
• Incorporate  customer feedback in content design to ensure continued relevance and responsiveness to business and other customer needs.
• Facilitate learning and development interventions when required.