Training and Competence Manager

This is a fully remote position, open to applicants in United Kingdom.

📋 Description

• Serve as the primary Supervisor for Financial Planners of diverse experience levels, located in various regions.

• Ensure Financial Planners under your supervision adhere to the Group T&C Scheme.

• Provide training for new entrants and other necessary training initiatives as needed.

• Collaborate closely with the Training & Development Team to achieve the goals of each Trainee, from CAS and beyond.

• Conduct Role Plays, Live Observations, and Competency Assessments as needed, offering constructive feedback to Planners.

• Evaluate KPIs to pinpoint development opportunities, establish CPD, and deliver suitable coaching and training to aid the growth of Planners.

• Support Group Compliance by ensuring training materials are current and by assisting in the creation of new materials as necessary.

• Maintain your own ongoing competency.

• Foster and exemplify the client-focused culture of the organization.

• Actively share best practices.

⛳️ Requirements

• Proven experience in a Training & Competence role within the Financial Services sector, supervising Financial Planners across all domains (Pensions, Investments, and Protection) with a strong grasp of Financial Planning and a client-focused approach.

• Demonstrated experience in providing effective Coaching.

• Familiarity with relevant FCA regulations.

• Solid understanding of complaints procedures.

• Good knowledge of other pertinent legislation, including those related to financial crime and GDPR.

• Strong understanding of updating policies and procedures.

• In-depth knowledge of Training & Competency.

• Proficient in Microsoft Applications.

🏝️ Benefits

• Competitive salary

• Private Medical Insurance after probation

• Attractive Employee Pension Scheme (7.5% employer contribution & minimum 3% employee contribution)

• 25 days of Annual Leave (plus the option to buy and sell up to 5 days)

• Office Christmas closure (3 days)

• Life Assurance

• Health cash plan

• Hybrid working model

• Discretionary performance-related bonus

• Employee Assistance Programme

• Lunch and snacks provided in the Bristol office.

• A variety of flexible benefits to choose from!