Training and Competence Manager
4 weeks ago
We are seeking a T&C Manager to join Clayton Davies, a growing wealth management firm. This role will oversee the training and competence of financial planners within the group, ensuring they have the necessary skills to provide high-quality services.
Key Responsibilities:
- Manage and maintain relevant T&C processes for supervisors and attaining competence for all certified staff, providing guidance where necessary.
- Develop and implement an induction programme for new advisors, including the sign-off process.
- Collaborate with colleagues to identify training and development requirements, arrange relevant training/CPD sessions, and deliver them as needed.
Required Experience:
- Possession of the Regulated Diploma in Financial Planning (Level 4) or equivalent qualification.
- Significant prior experience in a T&C role, specifically within Financial Advice.
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Training and Competence Manager
1 month ago
Birmingham, Birmingham, United Kingdom Clayton Davies Full timeJob SummaryWe are seeking a highly skilled Training and Competence Manager to join our team at Clayton Davies. The successful candidate will be responsible for providing oversight and structure to the training and competence of financial planners within the group.Key Responsibilities Manage relevant training and competence processes for supervisors and...
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Training and Competence Specialist
4 weeks ago
Birmingham, Birmingham, United Kingdom Clayton Davies Full timeAt Clayton Davies, we are seeking a skilled Training and Competence Manager to oversee the training and competence of financial planners within our group.Key Responsibilities:Develop and implement relevant training and competence processes for supervisors and attaining competence process for all certified staff, providing guidance and support where...
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Financial Competence Specialist
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Training and Competence Specialist
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