Training and Competence Manager

What’s on Offer??

• Base Salary: c.£60,000
• Holidays: 25 Days Holiday + Bank Holidays (increases with service)
• Remote Working
• Life Assurance

Our client, a highly successful and growing wealth management firm, are looking for a Training and Competence Manager to join the business. In this role, you will be provided with the opportunity to join a growing business and play a key role in developing Trainee Financial Planners to reach competent adviser status (CAS), competency assessment of Financial Planners that join the company via acquisitions and the monitoring of ongoing competency of CAS Planners under your supervision.

Key Responsibilities:

• To act as first line Supervisor to Financial Planners of varying experience, based in varying locations.
• Ensure that Financial Planners within your span of control are supervised in accordance with the company T&C Scheme.
• Deliver new entrant training and other training interventions as required.
• Undertake Role Plays, Live Observations and Competency Assessments and provide feedback to Planners.
• Assessment of KPIs to identify development areas, agree CPD and deliver appropriate coaching and training to support and help develop Planners.
• Assist Group Compliance with ensuring that training material is kept up to date and with the development of new material as required.
• Ensure the ongoing competency of T&C Supervisors.
• Promote and display the client-centric culture of the business

Experience Required:

• Minimum Level 4 qualified in financial planning (or equivalent)
• At least 5 years of experience in a Training and Competence role within the wealth management sector.
• Experience of training/developing Financial Advisers at various levels