Training and Competence Manager

2 weeks ago


London, United Kingdom Clayton Davies Ltd Full time

Job Description:

A highly respected Financial Advisory firm is looking for a T&C Manager to join the business. You will support their Financial Advisers on all aspects of training and competency.

The role will involve taking responsibility for the following;

  • Managing induction and supervision of new entrants
  • Deliver new entrant training and other training interventions as required
  • Provision of technical, supervisory and compliance support to new and existing advisers
  • Ensure IFAs undertake appropriate levels of CPD tailored to learning needs and which meets minimum regulatory requirements
  • Providing appropriate feedback both written and verbal to individual advisers
  • Liaison with colleagues within the firm across the training and competency functions where necessary
  • Investigate areas of underperformance, report findings and recommended remedial action

Key Requirements:

  • A background in financial services training and competence, ideally 5 years plus
  • Level 4 Diploma qualified, preferably with AF6/J07 or working towards this or an equivalent qualification
  • Previous experience as an Adviser would be beneficial


  • London, Greater London, United Kingdom Oxbow Resourcing Full time

    Oxbow Resourcing are working with a dynamic and fast growing Financial Planning business to hire a Training and Competence Manager . This is a newly created role for the business ensuring the financial planning advice processes meet all regulatory guidelines and service level agreements. This role offers the chance to shape the training and competence...


  • London, United Kingdom Oxbow Resourcing Full time

    Oxbow Resourcing are working with a dynamic and fast growing Financial Planning business to hire a Training and Competence Manager. This is a newly created role for the business ensuring the financial planning advice processes meet all regulatory guidelines and service level agreements.This role offers the chance to shape the training and competence...


  • London, United Kingdom eFinancialCareers Full time

    **What the Hiring Manager Says** **Level**: 4 **Department**: Quilter Cheviot - Training & Competence **Location**: London **Contract type**: Permanent **What the Hiring Manager Says** A great opportunity for an experienced Training & Competence Manager to bring their skills and experience to own the T&C policy and full end to end T&C processes at...


  • London, United Kingdom eFinancialCareers Full time

    **Level**: 4 **Department**: Quilter Cheviot - Training & Competence **Location**: London **Contract type**: Permanent **What the Hiring Manager Says** A great opportunity for an experienced Training & Competence Manager to bring their skills and experience to own the T&C policy and full end to end T&C processes at QC. Working closely with the business,...


  • London, United Kingdom eFinancialCareers Full time

    **Level**: 4 **Department**: Quilter Cheviot - Training & Competence **Location**: London **Contract type**: Permanent **What the Hiring Manager Says** A great opportunity for an experienced Training & Competence Manager to bring their skills and experience to own the T&C policy and full end to end T&C processes at QC. Working closely with the business,...


  • London, Greater London, United Kingdom Lime Search & Select Ltd Full time

    My client is a fully independent Financial Advisory firm, providing businesses and individuals across the UK with sound advice regarding Investments, Pensions, Estate & Retirement Planning. We are urgently seeking an experienced Training & Competence manager to join the firm, you will take full ownership of the Training & Competence needs of the firm,...


  • London, United Kingdom IDEX Consulting Ltd Full time

    I am currently representing an incubated startup, disrupting the financial advice market. They are on a mission to transform the way financial advice is delivered in the UK; helping people make smarter financial decisions using our innovative Lifeline technology.They have more than 2.5 million customers and the investments have put more than £12.4 billion...


  • London, United Kingdom Resource Matters Ltd Full time

    Training and Competence Manager Competitive Salary + car allowance + bonusHome-based with travel to Reading & London The role is to coach, train, develop and monitor the performance of the Financial Advisers, ensuring that all regulatory requirements are maintained. Also, to ensure that all Advisers demonstrate appropriate levels of knowledge, skills, and...


  • London, United Kingdom Resource Matters Ltd Full time

    Training and Competence Manager Competitive Salary + car allowance + bonusHome-based with travel to Reading & London The role is to coach, train, develop and monitor the performance of the Financial Advisers, ensuring that all regulatory requirements are maintained. Also, to ensure that all Advisers demonstrate appropriate levels of knowledge, skills,...


  • London, Greater London, United Kingdom IDEX Consulting Ltd Full time

    I am currently representing an incubated startup, disrupting the financial advice market. They are on a mission to transform the way financial advice is delivered in the UK; helping people make smarter financial decisions using our innovative Lifeline technology.They have more than 2.5 million customers and the investments have put more than £12.4 billion...


  • City of London, United Kingdom SOPHISTICATED RECRUITMENT LTD Full time

    **Responsibilities**: Review, track and document compliance with mandatory and non-mandatory training, continuing education, and work assessments. This may include safety training, anti-harassment training, professional licensure, and aptitude exams and certifications. Organise training as per FCA requirements / Facilitate the classroom face to face...


  • London, United Kingdom Birchlake Recruitment Full time

    R- Posted by - Richard Sharman- RecruiterWe’re delighted to be appointed on behalf of a new client that operate within the financial planning space. Our client is looking to appoint a training and competency specialist to work closely with the Senior Management Team to help Financial Planners maintain, and build on their competency within the Wealth...


  • London, United Kingdom Birchlake Recruitment Full time

    Birchlake Recruitment London, United KingdomPosted 6 hours ago Hybrid Permanent £50k - £60k - R- Posted by - Richard Sharman- RecruiterFollow We’re delighted to be appointed on behalf of a new client that operate within the financial planning space. Our client is looking to appoint a training and competency specialist to work closely with the Senior...


  • London, Greater London, United Kingdom Strategic Resources European Recruitment Consultants Ltd Full time

    TRAINING & COMPETENCE ANALYSTReports to: Team Lead TechnicalThe Role:Responsible for providing support to the ongoing delivery of Regulatory, Safety Critical, Vocational, and Technical training in partnership with external and internal training partners.Effective Management of Training, Competence, and Emergency Response training requirements.Support...

  • Rail Competence

    2 months ago


    London Heathrow Airport, United Kingdom DAMICOR Full time

    Damicor are currently recruiting for a Rail Competence & Training Manager for our well known client based at Heathrow Airport Position Overview Principle Accountabilities - Provide effective management and development to a team of training and competence - Subject matter expert input in to the continued availability of sufficient competent personal and...


  • London, United Kingdom Strategic Resources European Recruitment Consultants Ltd Full time

    TRAINING & COMPETENCE ANALYST Reports to: Team Lead Technical The Role: Responsible for providing support to the ongoing delivery of: Regulatory; Safety Critical; Vocational and Technical training in partnership with our external and internal training partners. Effective Management of Training, Competence and Emergency Response training...


  • London, Greater London, United Kingdom Recruit Wealth Full time

    Our National Financial Planning and Wealth Management client was created to address an increasing demand for financial advice services within the UK. Their aim is to deliver sophisticated financial planning and investment management solutions through theirAppointed Representative (AR) network.Due to team expansion the business now seeks to appoint 2...


  • London, United Kingdom Clayton Davies Full time

    Job Description:A highly respected Financial Advisory firm is looking for a T&C Consultant to join the business based in the SOUTH WEST. You will support their Financial Advisers on all aspects of training and competency.The role will involve taking responsibility for the followingManaging induction and supervision of new entrantsnDeliver new entrant...


  • London, United Kingdom Clayton Davies Full time

    Job Description:A highly respected Financial Advisory firm is looking for a T&C Consultant to join the business. You will support their Financial Advisers on all aspects of training and competency.The role will involve taking responsibility for the followingManaging induction and supervision of new entrantsnDeliver new entrant training and other training...


  • London, Greater London, United Kingdom Clayton Davies Full time

    Job Description:A highly respected Financial Advisory firm is looking for a T&C Consultant to join the business based in the SOUTH WEST. You will support their Financial Advisers on all aspects of training and competency.The role will involve taking responsibility for the followingManaging induction and supervision of new entrantsnDeliver new entrant...