Training & Competence Manager - North Chester

1 week ago

London, Greater London, United Kingdom eFinancialCareers Full time

Summary


Working within a team to help Financial Planners maintain and build on their competency within the QPCA proposition and regulatory environment under a risk based targeted support model.


About the Role

  • Carry out client meeting assessments as required under the riskbased Training and Competence scheme
  • Undertake appropriate case reviews to assess risks and training needs to help Planners to maintain competency
  • Work alongside Regional Directors to help develop the skills and understanding of Financial Planners where gaps are identified
  • Provide one on one or group training with Financial Planners where support is required in relation to competency, organisational skills and file quality
  • Contribute material to compliance bulletins where a wider internal audience would benefit
  • Collation, assignment and tracking of individual development plans
  • Update training and competence records for Financial Planners to support collation of riskbased data
  • Support delivery of the wider Training and Competence scheme
  • Building and maintaining business relationships with all relevant stakeholders and contributing to corporate projects and initiatives
  • Manage process queries from Planners and approve fee concessions within set tolerances
  • Reporting of Planner linked risk events and resolution of training needs
  • Keep Regional Directors updated on progress of any issues with their Planners
  • Provide regular updates to the QPCA regional teams by presenting at team meetings
  • Assist with the development of processes based on company policies and principles

About You

The following skills and behaviours will be core to the role:

  • Ability to work and perform with a level head in a pressured role
  • Client experience focused perspective within the requirements of a regulatory environment
  • Strong communication and interpersonal skills
  • Highly organised with good attention to detail
  • Ability to accurately and objectively assess and record factual information and to analyse and evaluate people
  • Professional, reliable and trustworthy
  • Understanding of financial planning and underlying financial advice products and processes as well as client confidentiality

Qualifications and experience:

  • Financial Planning and/or Investment Management qualifications to at least level 4 equivalent
  • Significant practical T&C experience within the financial services secto
  • Understanding of risk and compliance in financial services and/or wealth management
**Benefits
No matter what job you do you should feel valued and appreciated.

That's why we offer a competitive total reward package, which enables our employees to share in the success they help to create.


Core Benefits

Holiday:
 26 days

Quilter Incentive Scheme:
All employees are eligible to participate in our incentive scheme, based on the company's performance and their contribution to it

Pension Scheme:
 10% non-contributory company pension scheme that can be boosted through personal contributions

Private Medical Insurance:
 Single cover as standard, cover can be increased at your own cost

Life Assurance:
 4x your salary, cover can be increased at your own cost

Income Protection:
 75% of salary payable after 26 weeks of absence

In addition to our core benefits we offer a range of flexible benefits that you can choose from and pay for conveniently via a salary deduction.
**About Us
Quilter is a leading provider of advice, investments and wealth management in the UK and internationally.

Managing over £100 billion of investments on behalf of over 900,000 customers, we operate in one of the largest wealth markets in the world - and onethat is growing.

**Our promise

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