Training & Competence Manager

We are pleased to be working with a national and rapidly expanding wealth management and employee benefits organisation.

Owing to this growth our client are seeking a Training & Competency Manager to help support trainee Financial Planners achieve CAS status as well as monitoring the ongoing competence of existing financial planners.

Responsibilities:

• You will supervise and support Financial Planners / IFA's of varying experience, based in multiple locations.
• Candidates will be responsible for carrying out observations and Competency Assessments as required, whilst undertaking role plays and provide feedback to Financial Planners to aid improvement.
• You will assist in the development and delivery of training material.

Experience:

• Candidates need demonstrable experience within a training / coaching / T&C role within a Financial Services, Wealth Management or a private client organisation.
• You will be qualified to Level 4 Diploma, and ideally hold advanced qualifications
• Strong stakeholder management experience - particularly a collaborative, partnering approach
• Experience of training and developing financial advisers within a regulated environment.

In return our client is looking to offer a competitive basic salary and package. The role also offers full flexibility in terms of remote working, although regular travel will be required.