Training & Competence Manager

3 weeks ago


StokeonTrent Staffordshire, United Kingdom IDEX Consulting Ltd Full time

IDEX Consulting are working with a business currently experiencing an exciting period of growth, demonstrated by this newly created Training and Competence Manager vacancy.

Currently outsourced, the business is bringing their T&C process in-house, giving the successful candidate a fantastic opportunity to be a decision maker, have autonomy and a genuine opportunity to be hands-on and lead the development and growth of the division.

Based remotely, you will be part of a business that has acquired across the UK, so travel will be expected to ensure you are observing, assessing and supporting Financial Planners, whilst offering mentoring where appropriate.

The successful candidate will have recent and relevant experience within an outright T&C role and enjoy all aspects of hands-on duties whilst also being part of the decision-making, strategic level processes.

As the business continues to grow, so too will the team. This offers a relatively unique opportunity to progress your career further, taking on leadership and management responsibilities moving forwards.

A further overview of responsibility includes;

  • Induction - Managing and conducting the induction programme for new advisors, including the sign off process.
  • Training - Manage the training and development requirements and consult with technical services manager to arrange relevant training/CPD sessions, delivering them where appropriate.

Ideal experience required and qualifications;

  • Coaching and engagement experience.
  • Level 4 diploma qualified.
  • CEMAP qualified or relevant mortgage qualification.



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