Current jobs related to Training and Competency Supervisor - London, Greater London - Birchlake Recruitment

  • Training and Competence Supervisor

    4 weeks ago

    London, Greater London, United Kingdom Successionwealth Full time

    Job Title: Training and Competence SupervisorAt Succession Wealth, we are seeking a highly skilled and experienced Training and Competence Supervisor to join our Risk and Compliance Team. As a key member of our team, you will play a vital role in ensuring our Wealth Planners have the necessary skills and knowledge to deliver exceptional outcomes for our...

  • Training and Competence Supervisor

    4 weeks ago

    London, Greater London, United Kingdom Successionwealth Full time

    Job Title: Training and Competence SupervisorAt Succession Wealth, we are seeking a highly skilled and experienced Training and Competence Supervisor to join our Risk and Compliance Team. As a key member of our team, you will play a vital role in ensuring our Wealth Planners have the necessary skills and knowledge to deliver exceptional outcomes for our...

  • Training and Competence Specialist

    3 weeks ago

    London, Greater London, United Kingdom Clayton Davies Full time

    We are seeking a highly skilled Training and Competence Manager to join our team at Clayton Davies, a leading wealth management firm. In this role, you will play a key part in developing Trainee Financial Planners to reach competent adviser status (CAS), as well as assessing the competency of Financial Planners who join the company via acquisitions and...

  • Training and Competence Manager

    3 weeks ago

    London, Greater London, United Kingdom Clayton Davies Full time

    What's on Offer?Base Salary: c.£60,000Holidays: 25 Days Holiday + Bank Holidays (increases with service)Remote WorkingLife AssuranceOur client, a highly successful and growing wealth management firm, are looking for a Training and Competence Manager to join the business. In this role, you will be provided with the opportunity to join a growing business and...

  • Training and Competence Specialist

    4 weeks ago

    London, Greater London, United Kingdom Clayton Davies Full time

    Training and Competence ManagerWe are seeking a highly skilled Training and Competence Manager to join our team at Clayton Davies, a leading wealth management firm. As a key member of our team, you will play a vital role in developing Trainee Financial Planners to reach competent adviser status (CAS), assessing the competency of Financial Planners, and...

  • Training and Competence Specialist

    4 weeks ago

    London, Greater London, United Kingdom Clayton Davies Full time

    Training and Competence ManagerWe are seeking a highly skilled Training and Competence Manager to join our team at Clayton Davies, a leading wealth management firm. As a key member of our team, you will play a vital role in developing Trainee Financial Planners to reach competent adviser status (CAS), assessing the competency of Financial Planners, and...

  • Training and Competence Director

    4 weeks ago

    London, Greater London, United Kingdom Clayton Davies Full time

    Job Title: Training and Competence ManagerWe are seeking a highly skilled Training and Competence Manager to join our team at Clayton Davies. As a key member of our organization, you will be responsible for providing oversight and structure to the training and competence of financial planners within our group.Key Responsibilities:Develop and implement...

  • Training and Competence Director

    4 weeks ago

    London, Greater London, United Kingdom Clayton Davies Full time

    Job Title: Training and Competence ManagerWe are seeking a highly skilled Training and Competence Manager to join our team at Clayton Davies. As a key member of our organization, you will be responsible for providing oversight and structure to the training and competence of financial planners within our group.Key Responsibilities:Develop and implement...

  • Training and Competency Manager

    4 weeks ago

    London, Greater London, United Kingdom Birchlake Recruitment Full time

    Job Title: Training & Competence ManagerWe are excited to partner with a leading independent financial advisory firm that prioritizes delivering exceptional financial planning and wealth management services. Their client-centric approach ensures tailored financial solutions with transparency, integrity, and a deep understanding of their clients' unique...

  • Training and Competency Manager

    4 weeks ago

    London, Greater London, United Kingdom Birchlake Recruitment Full time

    Job Title: Training & Competence ManagerWe are excited to partner with a leading independent financial advisory firm that prioritizes delivering exceptional financial planning and wealth management services. Their client-centric approach ensures tailored financial solutions with transparency, integrity, and a deep understanding of their clients' unique...

  • Training and Competence Manager

    3 weeks ago

    London, Greater London, United Kingdom Clayton Davies Full time

    Training and Competence ManagerWe are seeking a highly skilled Training and Competence Manager to join our team at Clayton Davies. As a key member of our wealth management firm, you will play a crucial role in developing Trainee Financial Planners to reach competent adviser status (CAS).Key Responsibilities:Supervise Financial Planners of varying experience...

  • Training and Competence Manager

    3 weeks ago

    London, Greater London, United Kingdom Clayton Davies Full time

    Key Responsibilities:As a Training and Competence Manager at Clayton Davies, you will play a pivotal role in developing Trainee Financial Planners to reach competent adviser status (CAS).Key Accountabilities: Supervise Financial Planners of varying experience and locations, ensuring they are supervised in accordance with the company T&C Scheme. Deliver new...

  • Training and Competency Specialist

    4 weeks ago

    London, Greater London, United Kingdom Close Brothers Group Full time

    Role OverviewWe are seeking a skilled Training and Competency Specialist to join our team at Close Brothers Group. As a key member of our Business Engagement team, you will play a crucial role in developing and managing our training and competency scheme.Key ResponsibilitiesDevelop and implement a comprehensive training and competency scheme to ensure...

  • Training and Competency Specialist

    4 weeks ago

    London, Greater London, United Kingdom Close Brothers Group Full time

    Role OverviewWe are seeking a skilled Training and Competency Specialist to join our team at Close Brothers Group. As a key member of our Business Engagement team, you will play a crucial role in developing and managing our training and competency scheme.Key ResponsibilitiesDevelop and implement a comprehensive training and competency scheme to ensure...

  • Training and Competency Specialist

    3 weeks ago

    London, Greater London, United Kingdom Close Brothers Group Full time

    About the RoleWe are seeking a highly skilled Training and Competency Specialist to join our team at Close Brothers Group. As a key member of our Business Engagement team, you will play a crucial role in developing and managing our training and competency scheme.Key ResponsibilitiesDevelop and implement a comprehensive training and competency scheme to...

  • Training and Competence Specialist

    4 weeks ago

    London, Greater London, United Kingdom Successionwealth Full time

    Job Title: Apprentice ManagerJoin our team at Succession Wealth, a leading independent financial planning and wealth management business in the UK, as a key member of our Risk and Compliance Team.About the Role:We are seeking a highly motivated and experienced individual to fill the role of T&C Supervision Manager. As a key member of our team, you will be...

  • Training and Competence Specialist

    4 weeks ago

    London, Greater London, United Kingdom Successionwealth Full time

    Job Title: Apprentice ManagerJoin our team at Succession Wealth, a leading independent financial planning and wealth management business in the UK, as a key member of our Risk and Compliance Team.About the Role:We are seeking a highly motivated and experienced individual to fill the role of T&C Supervision Manager. As a key member of our team, you will be...

  • Senior Training and Competence Manager

    3 weeks ago

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

    Job DescriptionSenior Training and Competence Manager - Financial PlanningIDEX Consulting Ltd is seeking a highly skilled Senior Training and Competence Manager to oversee and supervise the advisers within the firm.The ideal candidate will have experience in investment and retirement planning, as well as a Level 4 Financial Advice qualification. They will be...

  • Training and Competence Specialist

    3 weeks ago

    London, Greater London, United Kingdom Successionwealth Full time

    Job Title: Apprentice ManagerAt Succession Wealth, we are seeking a highly motivated and experienced individual to join our Risk and Compliance Team as an Apprentice Manager.About the Role:This exciting opportunity will see you working as part of a team of Trainers, delivering the Training & Competence Scheme to our Wealth Planners across the UK. Your...

  • Senior Training and Competence Manager

    3 weeks ago

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

    Job Title: Senior Training and Competence ManagerAt IDEX Consulting Ltd, we are seeking a highly skilled and experienced Senior Training and Competence Manager to join our team. As a key member of our organization, you will play a vital role in ensuring that our advisers are well-trained and equipped to deliver high-quality advice to our clients.Key...

Training and Competency Supervisor

2 months ago

London, Greater London, United Kingdom Birchlake Recruitment Full time £3,600
Job Title: Training and Monitoring Supervisor

We are delighted to be partnering with an independent financial advice business to appoint a Training & Competency (T&C) Supervisor. This is a remote role with occasional travel to their Head office, offering a £3,600 car allowance and 5% of base salary as flexible benefits.

Key Responsibilities:
  • Facilitate and deliver the firm's T&C requirements as defined by the FCA and the business.
  • Provide effective monitoring and control in the firm and to support the adherence of advisers and line management, whilst reporting shortcomings through the appropriate reporting lines.
  • Collate relevant data to provide sales management with accurate and meaningful data relating to adviser RAG status, with detailed breakdown of rationale.
  • Supervise all amber and red advisers to ensure the business meets its requirements as set out in the T&C manual and adheres to T&C rules.
  • Carry out desk-based supervision of green advisers, liaising with sales management and QA team as necessary regarding coaching and development.
Requirements:
  • Good working knowledge of IO and application of extraction of MI required to ascertain KPI data, MI reporting on all advisers.
  • IT literate, including all Microsoft Packages.
  • Flexibility / adaptability – able to adapt to changes in the business and its practices and regulatory / legal amendments.
  • Drive own development – highly motivated to achieve work tasks and to assist with the management of their own development – knowledge and skills improvement.
  • Attention to detail- able to produce accurate and meaningful data required for RAG reporting and other MI as required by Risk & Compliance Director.
Experience:
  • Minimum of 6 years' experience within a regulated or financial services environment in particular a training and competency environment.
  • Experience of working in a compliance or audit and risk function.
  • Previous experience of reviewing Occupational Pension Transfers or ETV, PIE exercises.