FPI: Instructional Design Team Lead

Posted 1 month ago


The Financial Planning Institute of Southern Africa NPC (FPI), a SAQA recognized professional body, is seeking an Instructional Design Team Lead, to join the Team.

The role of the Instructional Design Team Lead is to design and develop effective learning experiences that meet the needs of professional and affiliate members.

The successful candidate will report to the HOD: Membership Hub, and will have responsibility for the following duties and others as assigned:



  • Staff Management
    • Provide direction; leadership, guidance and support to staff members;
    • Set and communicate staff KPAs;
    • Coach, mentor and motivate staff;
    • Conduct performance reviews in line with company standards and ensure that each team member has an individual development plan/career plan;
    • Ensure staff are fully equipped and have received training as identified;
    • Maintain team discipline and deal with matters timeously and fairly;
    • Ensure the team is living the company values, mission and vision, and ensure that HR policies and procedures are adhered to by staff;
    • Provide regular feedback & reporting on staff-related matters


  • CPD Management
    • Oversee and manage the entire CPD process;
    • Schedule, plan & execute all CPD events, in conjunction with Competency Committees and internal departments;
    • Manage and oversee all face-to-face events;
    • Manage internal event tracking system, including reporting relevant statistics to the HOD;
    • Manage Pre-event costing;
    • Manage Post-event follow-ups (venue, catering, equipment, etc.);
    • Manage post-event requests and debriefs;
    • Manage invoicing process; Manage Webinars and all relevant online CPD systems;
    • Identify topics and speakers that would be of interest to members for CPD, through engagement with the competency committees.;
    • Produce technical webinars for members, from conceptualisation through to distribution/delivery stage;
    • Attend and provide input to relevant IT and Platform meetings;
    • Manage CPD relevant IT systems effectively;
    • Provide training to staff and members on relevant CPD IT systems;
    • Manage and oversee the CPD Team;
    • Coach, mentor and motivate the CPD team;
    • Conduct CPD Team performance reviews;
    • Ensure CPD team is fully equipped and received training as identified;
    • Maintain CPD team discipline and deal with matters timeously and fairly;
    • Plan all events in time to allow for sufficient marketing to achieve targets;
    • Regular feedback & reporting on staff-related matters.


  • Instructional Design
    • Needs Analysis: Identifying the training needs of professional members and candidates;
    • Curriculum alignment: Ensure that training aligns with FPI’s published curriculums, competency profiles and Code of Ethics & Practice Standards;
    • Content Development: Developing instructional materials such as presentations, manuals, videos, and online modules;
    • Instructional Strategies: Selecting appropriate instructional methods and strategies to facilitate learning, considering factors such as learner preferences and content complexity;
    • Assessment Development: Creating assessments and evaluations to measure learner progress and ensure learning objectives are met;
    • Technology Integration: Leveraging technology and multimedia tools to enhance learning experiences, including learning management systems (LMS), virtual reality, and interactive simulations;
    • Collaboration: Working closely with subject matter experts (SMEs), FPI’s technical specialist, trainers, and other stakeholders to ensure accuracy and effectiveness of training materials;
    • Evaluation and Revision: Conducting formative and summative evaluations of training programs to assess their effectiveness and making necessary revisions based on feedback and outcomes.


  • Relationship Management
    • Manage all stakeholder/client relationships via regular stakeholder meetings and active membership community discussions;
    • Ensure adherence to internal Departmental service level agreement standards and deadlines;
    • Provide for regular interdepartmental collaboration and cooperation initiatives;
    • Participate and contribute to any relevant FPI projects.


  • Financial Management
    • Manage budget targets and objectives in consultation with HOD.
    • Supply key inputs to the quarterly reforecast, using the most accurate, up-to-date information.
    • Manage expenses of the department and ensure budgets are adhered to.


  • Administration and Reporting
    • General correspondence and administration completed accurately and timeously.
    • Email, inbox and data managed timeously and effectively.
    • Professional image maintained in all communication.
    • Conduct member surveys bi-annually or when required.
    • Aggregate and compile member survey results and provide analysis.
    • All reporting and feedback requirements met, and reports completed accurately and timeously, according to company requirements.
    • Adhere to departmental processes and standard operating procedures.
    • Supply statistics and information as requested.



  • Relevant qualification in Adult Learning and Development and or Instructional Design
  • Minimum of 3 years’ experience working experience within the Financial Service Industry, in a technical or similar role
  • Degree or Diploma in Financial Planning advantageous;
  • Experience Managing subordinates;
  • Excellent presentation, oral and written communication skills.


  • FPI Position;
  • FSB Positioning;
  • Insurance Industry;
  • Superior command of the English Language;
  • Strong Writing Skills.
  • Communication Management (articles and publications);
  • Management experience;
  • Member Surveys;
  • Relationship Management;
  • Risk Identification and Management;
  • Template and Standards Design and Implementation;
  • Develop and edit online learning material and content
  • Assess learning needs
  • Analyze existing instructional material
  • Develop and design online material and assessment tools
  • Oversee implementation of online learning programs
  • Maintain currency in the field of online learning.


(R 420 000,00 – R 516 000,00 p.a.)



  • Please submit applications to: human-resources@fpi.co.za by Tuesday, 11 March 2024,  alternatively, please apply via our LinkedIn page.
  • FPI reserves the right to make an offer or withdraw this role vacancy at its sole discretion.


Apply Online

Post a comment

Your email address will not be published. Required fields are marked *

Financial Planning Institute of Southern Africa

Subscribe to the The Financial Planning Institute of Southern Africa Newsletter