Training and Competence Executive

Are you a highly motivated people person with an encyclopaedic knowledge of financial regulations? This exciting new role could be for you.

With a proven track record in the world of insurance, pensions or investment management, you will have the experience and qualifications to train new IFAs. Your organisational and planning skills will be top draw. And you will get a kick out of nurturing colleagues as they develop into their roles and need your ongoing support, empathy and direction.

**Purpose of the role**

To manage and deliver the training and competence requirements for the firm from scheme design and development through to the supervision of individual advisers.

**A typical day might include**

Reviewing, developing and managing the training and competence scheme requirements for the business and its advisers including undertaking the supervision of individual advisers:

- Initial knowledge testing
- Training needs analysis
- Supporting the initial certification process
- Induction training
- Live and role-play observations
- Regular adviser 1:1s, KPI reviews and action plans
- Supporting the completion of appropriate CPD
- Ensuring SPSs are maintained
- Undertaking ongoing competency assessments
- Supporting annual fitness & propriety testing
- Undertaking regular knowledge training and testing
- Supporting the attainment of additional qualifications
- Supporting the annual certification process

Supporting the development of non-advisory staff to become advisors through:

- Undertaking knowledge training
- Supporting the achievement of relevant qualifications

Contributing to other specific projects across the business.

**What are we looking for?**

Essential:

- Relevant level 4 qualification in retail financial services
- Knowledge of the relevant regulations and legislation
- Previous experience in a financial services firm or compliance role
- Strong attention to detail
- Excellent communication skills (verbal and written)
- Strong interpersonal skills
- Effective organisation and time management
- Ability to interpret and analyse information
- Good research skills

Desirable:

- Specific DB pension transfer qualification desirable (G60, AF3 or AF7)

**Salary**:£45,000 to £60,000 DOE

**Who you’ll be joining**

Portafina Investment Management is a specialist financial advisory business focusing on pensions and retirement which looks after over £600m in pension assets for more than 12,500 clients.

Founded in 2017, we deal primarily with clients who want or need to start taking money from the pension benefits they’ve built up over their working lives. We also advise people on switching their existing defined contribution pension savings to benefit from the same low charges, excellent ongoing service, and strong investment performance we manage through our discretionary portfolios.

We don’t get involved in transferring defined benefit pension schemes unless a client is taking retirement benefits, highly charged, complex or unregulated investments, or anything else along those lines. Our focus is on delivering good advice and an excellent service to people who need it.

Based, in Rochester, Kent, we employ over 150 people in a wide variety of roles to help us deliver excellent service to our clients - from entry level with training, development and career progression available through to highly qualified experienced industry professionals - and we’re a great place to work.

As well as a competitive salary, you’ll receive the following benefits:

- Annual bonus scheme
- Quarterly Brand Ambassador and Values Achievement awards
- 25 days holiday on top of public holidays - plus an extra one on your birthday
- Company pension with the same excellent discounts we negotiate for our clients
- Life assurance
- Critical illness cover
- Income protection
- Private medical insurance
- Private dental cover (contributory)
- Free eye tests
- Structured career progression and qualification plan
- Support for study and costs of Chartered Insurance Institute exams
- Friends and family discount on our services
- Birthday vouchers

We also have regular social events (including Summer and Christmas parties) organised by our internal Partyfina staff committee, there’s on-site parking available, and we take a hybrid approach to working with a minimum of 3 days in the office (initial training is office-based).

**Job Types**: Full-time, Permanent

**Salary**: £45,000.00-£60,000.00 per year

Additional pay:

- Bonus scheme

**Benefits**:

- Company events
- Company pension
- Life insurance
- On-site parking
- Private dental insurance
- Private medical insurance
- Sick pay
- Work from home

Schedule:

- Monday to Friday

**Experience**:

- Training & competence: 3 years (preferred)
- Financial services: 3 years (preferred)