Wealth Management Training & Competence Lead

Wealth Management Training & Competence Lead

Full-Time 51750 - 63250 Β£ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Lead training frameworks and oversee adviser assessments in wealth management.
  • Company: Davy, a leader in wealth management with a focus on client outcomes.
  • Benefits: Hybrid work environment, professional development, and competitive salary.
  • Other info: Join a dynamic team dedicated to delivering high-quality client service.
  • Why this job: Shape the future of financial advice while enhancing adviser capabilities.
  • Qualifications: Experience in training, compliance, and wealth management.

The predicted salary is between 51750 - 63250 Β£ per year.

Davy is seeking a Training & Competence Manager to lead T&C frameworks, oversee adviser assessments, and ensure regulatory compliance across wealth management activities.

The role focuses on enhancing adviser capability and delivering high-quality client outcomes.

You will contribute to the ongoing development of the team, support CPD processes, and work within a hybrid environment to shape the future capability of our advice function.

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Wealth Management Training & Competence Lead employer: Davy

At Davy, we pride ourselves on being an exceptional employer, offering a supportive and inclusive work culture that prioritises employee wellbeing and professional growth. With a strong focus on client success and teamwork, our employees benefit from flexible working options, comprehensive health and wellness programmes, and extensive learning opportunities, all while contributing to a legacy of excellence in the financial services sector. Join us in Dublin, where you can thrive in a dynamic environment that values your contributions and empowers you to shape your career.

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Contact Details:

Davy Recruitment Team

We think you need these skills to ace Wealth Management Training & Competence Lead

Training & Competence Frameworks
Regulatory Compliance
Adviser Assessments
Client Outcome Enhancement
Continuous Professional Development (CPD)
Team Development
Hybrid Working