Training and Competency Manager

3 days ago


Exeter, Devon, United Kingdom IDEX Consulting Ltd Full time

We are looking for an experienced Training and Competency Manager to join our Supervision and Competency Oversight team at IDEX Consulting Ltd. In this role, you will provide training and development opportunities to Financial Planners, ensuring they meet the firm's high standards.

About the Role
  • As a member of the Supervision and Competency Oversight team, you will provide regulatory supervision over our financial planning population and their adherence to the firm's Training and Competency scheme and the overarching control environment.
  • You will oversee operational financial planner activity from a competency and advice standards perspective to manage risk and ensure good customer outcomes.

Salary Information:

The estimated salary for this position is up to £70,000 per annum, including bonus and benefits.

About Us:

At IDEX Consulting Ltd, we pride ourselves on providing highly personalised and comprehensive financial advice for individuals and families with complex needs.



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