Training and Competency Lead

2 days ago


Birmingham, Birmingham, United Kingdom IDEX Consulting Ltd Full time
About the Job

We are seeking a Training and Competency Lead to oversee the delivery of our firm's Training and Competency scheme.

This role will involve working closely with our financial planning team to ensure that they have the necessary skills and competencies to provide high-quality advice to clients.

The ideal candidate will have strong communication and stakeholder management skills, as well as knowledge of financial services regulations.

Key responsibilities include:

  • Deliver key commitments outlined in the firm's Training and Competency scheme, including monitoring Financial Planner KRIs, carrying out observations, and holding 1:1 meetings.
  • Support the initial and annual reassessment of competence and Fit and Proper processes for Financial Planners as required.

Estimated salary: up to £70,000 per annum, plus bonus and benefits.



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