Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Lead training and competency initiatives while ensuring compliance with FCA regulations.
- Company: Join an award-winning Independent Financial Advice firm with a strong North West presence.
- Benefits: Enjoy hybrid working, 27 days holiday, profit sharing, and fully funded social events.
- Why this job: Be part of a growing team that values client interests and professional development.
- Qualifications: Experience in training within financial services and ideally Level 4 Diploma qualified.
- Other info: Opportunity to work with high net worth clients and develop strong professional relationships.
The predicted salary is between 60000 - 84000 £ per year.
Recruit UK are working on an excellent opportunity for a Training & Competency Manager in Manchester to join a well established Independent Financial Advice firm. They deal with high net worth private individuals and corporate clients. They are an award winning firm with decades of experience. They have professional relationships with solicitors, accountants and insurance brokers. They have a strong presence in the North West, offices in Manchester and are expanding their Independent Financial Advice services through growth.
You will be responsible for providing oversight and structure to the training and competence within the company. Adhering to FCA regulations, keeping up to date with legislation/compliance matters, TCF – Treating Customers Fairly, paying due regard to the interests of their clients. Developing and maintaining good working relationships with all staff and management in order to provide an efficient and effective service to their administrators, paraplanners, advisers and clients.
What’s in it for you:
- Starting Salary up to £75,000
- Hybrid office / home working
- 27 days holiday plus Bank Holidays + Birthday Christmas Closure
- Staff Profit Share Scheme
- Pension
- Private Medical Insurance
- Death in Service
- Fully Funded Summer and Winter Social Events
- Generous Study/Training Program
Skills and experience required:
- Training / development / coaching qualifications
- Training & Competency Experience within regulated Financial Advice company
- Ideally, Financial Advice Experience
- Ideally, Level 4 Diploma qualified
- Strong organizational skills
- High level of IT literacy and Microsoft Office packages in particular Excel
- High standard of communication skills including formal report writing
- Detailed knowledge of relevant FCA regulations in relation to T&C and SMCR
Contact Detail:
Recruit UK | Certified B Corp™ Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Training & Competency Manager
✨Tip Number 1
Network with professionals in the financial services industry, especially those who have experience in training and competency roles. Attend industry events or webinars to connect with potential colleagues and learn more about the company culture.
✨Tip Number 2
Familiarise yourself with the latest FCA regulations and compliance matters relevant to training and competency. This knowledge will not only help you in interviews but also demonstrate your commitment to staying updated in the field.
✨Tip Number 3
Prepare to discuss specific examples of how you've developed training programmes or improved competency frameworks in previous roles. Highlighting your practical experience will set you apart from other candidates.
✨Tip Number 4
Showcase your communication skills by being clear and concise in all your interactions with the company. Whether it's during a phone call or a video interview, effective communication is key in this role.
We think you need these skills to ace Training & Competency Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in training and competency within the financial services sector. Emphasise any qualifications you have, such as coaching or development certifications, and detail your familiarity with FCA regulations.
Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the role of Training & Competency Manager. Discuss your understanding of Treating Customers Fairly (TCF) and how your previous experiences align with the responsibilities outlined in the job description.
Showcase Your Communication Skills: Since strong communication skills are essential for this role, ensure your application reflects your ability to write formal reports and engage effectively with various stakeholders. Use clear and concise language throughout your documents.
Highlight Relevant Experience: In your application, be sure to mention any direct experience you have in regulated financial advice environments. If you have worked with high net worth clients or corporate clients, make that clear to demonstrate your suitability for the position.
How to prepare for a job interview at Recruit UK | Certified B Corp™
✨Know Your FCA Regulations
Make sure you have a solid understanding of the FCA regulations relevant to training and competency. Be prepared to discuss how you would ensure compliance and promote Treating Customers Fairly (TCF) within the firm.
✨Showcase Your Training Experience
Highlight your previous experience in training and development, especially within a regulated financial advice environment. Be ready to provide examples of successful training programmes you've implemented or contributed to.
✨Demonstrate Strong Communication Skills
Since the role involves liaising with various stakeholders, practice articulating your thoughts clearly and concisely. Prepare to discuss how you would maintain effective communication with advisers, administrators, and clients.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving skills and ability to handle compliance issues. Think about past experiences where you successfully navigated challenges and be ready to share those stories.
