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- Tasks: Lead and develop Trainee Financial Planners to achieve competency status.
- Company: Join a national IFA firm focused on growth and development.
- Benefits: Be part of a supportive team with opportunities for professional growth.
- Why this job: Make a real impact by shaping the future of financial planning professionals.
- Qualifications: Must have QCF Level 4 or equivalent, with experience in Financial Services training.
- Other info: Opportunity to work closely with a dynamic Training & Development Team.
The predicted salary is between 36000 - 60000 £ per year.
Our client is a national IFA firm who are looking for a Training and Competence Manager to join their growing team. You will be provided with the opportunity to join a growing business and play a key role in developing Trainee Financial Planners to reach competent adviser status (CAS), competency assessment of Financial Planners that join the firm via acquisitions and the monitoring of ongoing competency of CAS Planners under your supervision. Key Responsibilities: To act as first line Supervisor to Financial Planners of varying experience, based in varying locations. Ensure that Financial Planners within your span of control are supervised in accordance with the Group T&C Scheme. Deliver new entrant training and other training interventions as required. Work closely with the Training & Development Team to fulfil the objectives of each Trainee through to CAS and beyond. Undertake Role Plays, Live Observations and Competency Assessments and provide feedback to Planners. Assessment of KPIs to identify development areas, agree CPD and deliver appropriate coaching and training to support and help develop Planners. Assist Group Compliance with ensuring that training material is kept up to date and with the development of new material as required. Ensure the ongoing competency of T&C Supervisors. Qualifications and Experience: Qualified to at least QCF Level 4 or equivalent qualification (H15, JO7 or AF6 are desirable). Experienced working in a Training & Competence role within the Financial Services sector supervising Financial Planners in all areas (Pensions, Investments and Protection) with a deep understanding of Financial Planning and a client centric approach. A good understanding and knowledge of relevant FCA rules.
Training and Competence Manager employer: Clayton Davies
Contact Detail:
Clayton Davies Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Training and Competence Manager
✨Tip Number 1
Make sure to highlight your experience in supervising Financial Planners, especially in the areas of Pensions, Investments, and Protection. This will show that you have the necessary background to effectively manage and develop Trainee Financial Planners.
✨Tip Number 2
Demonstrate your understanding of the FCA rules and how they apply to training and competence. This knowledge is crucial for ensuring compliance and will set you apart as a candidate who is well-versed in industry standards.
✨Tip Number 3
Emphasize your ability to deliver effective training interventions and your experience with competency assessments. Providing examples of successful training programs or feedback sessions can illustrate your capability in this area.
✨Tip Number 4
Network with professionals in the Financial Services sector, particularly those involved in training and development. Building connections can provide insights into the role and may even lead to referrals within the company.
We think you need these skills to ace Training and Competence Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in training and competence roles, especially within the Financial Services sector. Emphasize any relevant qualifications like QCF Level 4 or equivalent, and showcase your understanding of FCA rules.
Craft a Strong Cover Letter: In your cover letter, express your passion for developing Trainee Financial Planners and your approach to competency assessment. Mention specific examples of how you've successfully supervised and trained Financial Planners in the past.
Highlight Relevant Experience: When detailing your work history, focus on your experience with training interventions, competency assessments, and your role in ensuring ongoing competency of Financial Planners. Use metrics or KPIs to demonstrate your impact.
Showcase Your Client-Centric Approach: Since the role emphasizes a client-centric approach, include examples of how you've prioritized client needs in your training and supervision methods. This will resonate well with the company's values.
How to prepare for a job interview at Clayton Davies
✨Showcase Your Training Experience
Make sure to highlight your previous experience in training and competence roles, especially within the Financial Services sector. Discuss specific examples where you successfully developed trainees or assessed competencies.
✨Demonstrate Your Knowledge of FCA Rules
Since a good understanding of relevant FCA rules is crucial for this role, be prepared to discuss how these regulations impact training and supervision. This will show that you are not only knowledgeable but also compliant with industry standards.
✨Prepare for Role Plays and Assessments
Given that the role involves conducting role plays and competency assessments, practice these scenarios beforehand. Be ready to demonstrate your feedback techniques and how you would guide a trainee towards achieving competent adviser status.
✨Emphasize Your Client-Centric Approach
Discuss how you prioritize a client-centric approach in your training methods. Share examples of how you have tailored training interventions to meet the needs of both the planners and their clients, ensuring effective outcomes.
