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Strategic Training and Competence Director

2 months ago


London, Greater London, United Kingdom Twenty84 Full time
About the Role

We are seeking a highly experienced and strategic Training and Competence Lead to join our team at Twenty84, a dynamic and expanding IFA business. As a key member of our organization, you will play a crucial role in shaping the future of our Training and Competence function, driving strategic initiatives and contributing to the company's success.

Key Responsibilities
  • Strategic Leadership: Develop and enhance the Training and Competence function, ensuring it meets both regulatory requirements and the business's growth ambitions.
  • Team Management: Lead and support a team of Training and Competence professionals, fostering a culture of continuous improvement and excellence.
  • Adviser Supervision: Directly oversee a portion of the adviser team, ensuring they meet competence standards through regular assessments and personalized development plans.
  • Regulatory Compliance: Maintain a robust Training and Competence framework that aligns with FCA requirements, overseeing CPD records, fit and proper assessments, and adviser certification.
  • Relationship Building: Establish and nurture strong working relationships with advisers and support staff, balancing commercial needs with regulatory responsibilities.
  • Integration: Strategically manage the integration of newly acquired businesses and advisers, ensuring a seamless transition and adherence to company standards.
What's In It for You
  • Competitive Salary: £60,000 - £70,000 per annum, reflecting your expertise and experience.
  • Benefits Package: pension, income protection, life cover, PMI, study support, and bonus
  • Hybrid Working: Enjoy a flexible working arrangement with 2/3 days per week in the London office and the remainder working remotely.
  • Career Advancement: Take advantage of significant opportunities for career growth and professional development within a rapidly expanding business.
  • Influential Role: Have the autonomy to shape and influence the Training and Competence function, driving strategic initiatives and contributing to the company's success.
  • Supportive Environment: Work closely with a team of experienced professionals in a collaborative and progressive setting.
  • Professional Development: Access continuous learning opportunities and enhance your skills in a role that values your professional growth.
  • Work-Life Balance: Benefit from a flexible work schedule that respects your personal time while meeting the demands of the role.
  • Comprehensive Benefits Package: Enjoy a range of benefits designed to support your well-being and work-life balance.
What We're Looking For
  • Experience: 3+ years in a Training and Competence management role within an IFA business, with a proven track record of strategic Training and Competence development.
  • Qualifications: Level 4 qualification from the CII/CISI or equivalent is essential; Level 6 is desirable.
  • Skills: Strong leadership, interpersonal, and communication skills, with the ability to influence and inspire at all levels.
  • Knowledge: In-depth understanding of FCA Training and Competence requirements and the UK financial conduct regulatory framework.
  • Attributes: High energy, proactive, and flexible, with a genuine passion for helping advisers achieve their development goals.