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- Training and Competency Manager
- London
- c.£65,000 + Benefits
Our client, a national wealth management firm, are looking for a T&C Manager to work with experienced and associate financial advisers to ensure they reach and maintain Competent Adviser Status (CAS).
Role & Responsibilities:
- Identify individual and group training requirements
- Developing and delivering their national training programme
- Co-ordinating and leading the delivery of knowledge and skills training for advisers and supervisors to ensure Competent Adviser Status is achieved
- Observing live client meetings and creating roleplay opportunities to assess ongoing adviser’s competence
- Recording one to one meetings with advisers and be responsible for advisers ongoing competence under SMCR.
- Collaborating with colleagues to maintain robust development plans and deliver relevant training based on team objectives
- Delivering company induction programmes to provide a positive introduction to the company for new entrants
Do you have the following to apply?
- The Level 4 Diploma in Regulated Financial Planning Dip PFS is essential
- J07 (supervision in a regulated environment) or the equivalent would be a distinct advantage.
- Significant prior experience in a training and competency role, specifically with Financial Advisers.
- Experience of constructing financial planning advice would be advantageous
Due to the high volume of applications received we are unable to respond to everyone directly. If you are not contacted within 7 working days, you have unfortunately not been shortlisted.
Clayton Davies is acting as an employment agency on behalf of our client.
