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Training and Competency Manager

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Job Title: Training and Competency Manager

Industry: Financial Planning

Location: South England

Salary: £60,000 + bonus (negotiable)

Job Reference: 9988

Job Description:

Recruit UK are working on an excellent opportunity for a T&C Manager to join a Financial Planning company across South England.

This exciting opportunity has been created due to the rapid expanse of the business. You will be working closely with the Head of T&C to offer support and development of the Wealth Managers. You will be mentoring and coaching advisers with CAS, as well as advisers gaining CAS.

Duties:

  • First line supervisor to Financial Planners of varying experience levels
  • Deliver training to new entrants and working closely with the Head of Academy
  • Undertake role plays, live observations and competency assessments
  • Keep training material up to date and develop new learning materials where required

Benefits:

  • Competitive salary of £60,000 (negotiable for the right candidate)
  • Discretionary bonus scheme
  • Travel expenses covered
  • Remote working, with travel to offices where required
  • 25 days annual leave with buy/sell scheme
  • Christmas closure
  • Private medical insurance
  • Flexible benefits scheme

Skills and experience required:

  • Experience with coaching, mentoring and developing Financial Advisers
  • Good understanding and knowledge of FCA regulations and compliance procedures
  • Level 4 Diploma or equivalent

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