Training and Competence Director
4 weeks ago
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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Training and Competence Manager
4 weeks 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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Training and Competence Specialist
4 weeks ago
Birmingham, Birmingham, United Kingdom Clayton Davies Full timeClayton Davies, a leading wealth management firm, is seeking a highly skilled Training and Competence Manager to oversee the training and competence of financial planners within the group. Key Responsibilities: Manage relevant training and competence processes for supervisors and attaining competence process for all certified staff, providing guidance and...
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Training and Competence Manager
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Birmingham, Birmingham, United Kingdom Clayton Davies Full timeWe 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...
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