Training and Competence Director

4 weeks ago


Birmingham, Birmingham, United Kingdom Clayton Davies Full time

At Clayton Davies, we are seeking a highly skilled Training and Competence Director to oversee the development and implementation of our training and competence programs for financial planners.

The successful candidate will be responsible for managing relevant processes, providing training and guidance, and ensuring that all certified staff attain the necessary competence.

Key Responsibilities:

  • Develop and implement training programs to enhance the skills and knowledge of financial planners.
  • Manage the induction program for new advisors, including the sign-off process.
  • Consult with colleagues to arrange relevant training and CPD sessions, delivering them where appropriate.

Requirements:

  • Achieved the Regulated Diploma in Financial Planning (Level 4) or equivalent.
  • Significant prior experience in a T&C role, specifically within Financial Advice.


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