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Training and Competence Manager
2 months ago
We are seeking a highly skilled and experienced Training and Competence Manager to join our team at Titan Wealth Holdings Limited. As a key member of our compliance team, you will be responsible for ensuring that our financial planners are properly supervised and trained to meet the highest standards of competence.
Key Responsibilities- Supervise Financial Planners: Act as first-line supervisor to financial planners of varying experience, based in different locations.
- Ensure Compliance: Ensure that financial planners within your span of control are supervised in accordance with the Group T&C Scheme.
- Deliver Training: Deliver new entrant training and other training interventions as required.
- Work with the Training & Development Team: Work closely with the training and development team to fulfill the objectives of each trainee through to CAS and beyond.
- Assess KPIs: Assess key performance indicators to identify development areas, agree CPD, and deliver appropriate coaching and training to support and help develop planners.
- Support Group Compliance: Assist group compliance with ensuring that training material is kept up to date and with the development of new material as required.
- Experience: Experienced working in a training and competence role within the financial services sector, supervising financial planners in all areas (pensions, investments, and protection) with a deep understanding of financial planning and a client-centric approach.
- Coaching Skills: Experience of providing effective coaching.
- Legislative Knowledge: A good understanding of complaints procedures, financial crime, and GDPR.
- Training & Competency: A good understanding of training and competency.
- Technical Skills: Working knowledge of and be competent with Microsoft Applications.
- Private Medical Insurance
- Employee Pension Scheme
- 24 days Annual Leave
- Dental Insurance
- Life Assurance
- Health cash plan
- Flexible Benefits
Titan Wealth Holdings Limited is committed to fostering an inclusive and equitable environment for everyone who works with us. We strive to provide equal opportunities in all aspects of the workplace, including recruitment and career advancement, pay and benefits, training and development opportunities, and other job-related activities.
