Training and Competence Manager
3 weeks ago
**Key Responsibilities:**
The role includes:
- Conducting file review checks on pensions, investments, and protection (non-investment insurance)
- Assessing and providing regulatory and product training requirements for all staff members
- Evaluating initial and ongoing adviser competency in line with annual certification requirements
- Conducting annual Fitness and Propriety Assessments for Senior Managers and Certification staff
**Requirements:**
- Hold a Level 4 Diploma or equivalent and possess a good level of knowledge in services including investments, taxation, and retirement planning
- Previous experience gained within an IFA environment
**Benefits:**
- Company pension scheme
- On-site parking available
- Flexible working options, including work from home arrangements
**Estimated Salary:** £60,000 - £70,000 per annum, depending on experience
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