At a Glance
- Tasks: Lead and develop a high-performing team in Training & Competence.
- Company: Join a leading financial services organisation with a focus on innovation.
- Benefits: Up to £65,000 salary, car allowance, bonus, and excellent benefits.
- Other info: Enjoy hybrid working, generous leave, and opportunities for professional growth.
- Why this job: Make a real impact in a forward-thinking environment while developing your leadership skills.
- Qualifications: Level 4 Diploma in Financial Planning and experience in regulated financial advice.
Training & Competence Manager
Leeds | Hybrid (3 days per week)
Up to £65,000 + Car Allowance + Bonus + Excellent Benefits
An exciting opportunity has arisen for an experienced Training & Competence Manager to join a leading financial services organisation. This is a key leadership role, responsible for overseeing the Training & Competence framework, developing a high-performing team, and ensuring adviser competence, regulatory compliance and positive customer outcomes.
The Role
Reporting into the Head of Business Quality, you'll lead a team of T&C Supervisors, driving consistency in supervisory standards, competence assessments and coaching. You'll use management information and data-driven insights to identify emerging risks, improve processes and support continuous development across the business.
Key Responsibilities
- Lead, coach and develop a team of T&C Supervisors.
- Oversee the delivery of the Training & Competence framework.
- Ensure consistency in competence assessments and supervisory decision-making.
- Use MI and data to identify trends, risks and opportunities for improvement.
- Drive continuous improvement across T&C processes, technology and governance.
- Produce meaningful management information to support business decisions.
- Maintain T&C policies, procedures and supporting documentation.
- Work closely with Compliance, Risk, Operations and senior stakeholders to deliver strong customer and regulatory outcomes.
About You
To be successful, you'll have:
- Level 4 Diploma in Financial Planning (essential).
- Significant experience within a regulated financial advice environment.
- Previous Training & Competence experience.
- Proven experience leading, coaching and developing teams.
- Strong understanding of FCA Training & Competence requirements and Consumer Duty.
- Excellent analytical skills with the ability to interpret management information and identify emerging risks.
- A collaborative leadership style with a passion for developing people and improving standards.
- Supervisory qualification (J07/H15 or equivalent) is desirable but not essential.
Package
- Salary up to £65,000
- £4,236 annual car allowance
- Annual nnual bonus
- Hybrid working (3 days per week in Leeds)
- Generous pension contribution
- Private medical options and flexible benefits
- 27 days annual leave plus bank holidays, with the option to purchase additional leave
- Life assurance, income protection and critical illness cover
If you're looking for your next leadership opportunity within Training & Competence and want to make a real impact in a forward-thinking financial services organisation, we'd love to hear from you.
Training & Competence Manager in Leeds employer: Actus Search
As an Ai Product Specialist at our firm, you will thrive in a dynamic and collaborative environment that prioritises innovation and employee growth. We offer a hybrid working model, allowing for flexibility with two days of remote work each week, alongside comprehensive training and development opportunities to enhance your skills in product management within the legal sector. Join us to be part of a culture that values strategic thinking, teamwork, and the continuous improvement of our cutting-edge iManage platform.
StudySmarter Expert Advice🤫
We think this is how you could land Training & Competence Manager in Leeds
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Actus Search. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Training & Competence Manager in Leeds
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Actus Search.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Actus Search's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Actus Search
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Actus Search.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Actus Search will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Actus Search employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.