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Form of work
SalaryRole
Our client is seeking a Competence and Development Manager to be responsible for fulfilling the requirements of the company’s Training & Competency scheme, in order to ensure the initial and ongoing competence of financial advisers. Completion of T&C activity under SMCR is the responsibility of the Competence and Development Manager.
To assist in the design, implementation, delivery and recording of individual and group training activity in support of the company objectives and effective conduct of our business. To incorporate the training requirements of both advisory and non-advisory functions.
To work alongside Senior Managers and advisers with established track records, providing development, coaching and training support to enable them to achieve their highest potential, in terms of sales skills, supervision skills and technical knowledge.
To support new entrants to the company in achieving competency (CAS sign-off for advisers) and minimising the time taken for new entrants to understand and be able to follow company process and standards and be productive in their respective roles.
Assist in monitoring adherence to company policies and processes and assessing the knowledge and skills of the workforce and identifying risks and training needs.
Requirements
- Qualified to at least QCF Level 4, with Desirable certifications such as H15, JO7, or AF6.
- 5 years of T&C experience in Financial Services, supervising Financial Planners in Pensions, Investments, and Protection, with a strong grasp of Financial Planning and client-centric approaches.
- Experience in effective coaching.
- Thorough understanding of FCA T&C regulations.
- Exceptional written and verbal communication skills with high-level influencing abilities.
- Approachable, supportive, and professional demeanor.
- Ability to travel across the UK.
Benefits
25 days holiday (rising with length of service) plus Bank Holidays, Birthday Leave, Holiday Purchase Scheme, Life Assurance, Pension and Corporate Eyecare
Remote role but you must be able to travel within the UK.
