Training & Competence Manager

3 weeks ago


United Kingdom Clayton Davies Full time

What’s on Offer? 🤝

  • Base Salary: c.£65,000
  • Holidays: 29 Days Holiday + Bank Holidays
  • Early Friday Finishes
  • Bonus: up to 10%


Our client, a growing wealth management firm, are looking for a T&C Manager to join the business. This person will be responsible for providing oversight and structure to the training and competence of financial planners within the group.


Key Responsibilities:


  • Manage relevant T&C processes for supervisors and attaining competence process for all certified staff, providing training and guidance where necessary.
  • Manage and conduct the induction programme for new advisors, including the sign off process.
  • Manage the training and development requirements throughout the business and consult with the necessary colleagues to arrange relevant training/CPD sessions, delivering them where appropriate.


Experience Required:


  • 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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