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- Tasks: Support and develop Financial Planners through training, assessments, and coaching.
- Company: Attivo is a privately owned financial planning firm focused on client satisfaction and transparency.
- Benefits: Enjoy flexible working, generous holidays, private medical insurance, and a non-contributory pension scheme.
- Why this job: Join a high-performance culture that values personal development and promotes from within.
- Qualifications: Must have Level 4 qualification in Regulated Financial Planning and experience in training or supervision.
- Other info: Office-based 2-3 days a week with remote work options; commitment to equal opportunities.
The predicted salary is between 44000 - 66000 £ per year.
Training and Competence Officer (T&C) About Attivo:Attivo are Lifestyle Financial Planners.Were a privately owned company. We prefer it that way. It means were free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely transparent open and honest an approach that builds trust with our clients and inspires their financial confidence.Our experienced highly qualified financial specialists and expert support teams are committed to delivering more for all our clients. Our independent status and unique approach to understanding our clients their preferences and their motivation sets us apart. We will build and provide ongoing support for a bespoke financial plan aimed at fulfilment of our clients lifestyle needs.Whether youre a private client or a business accessing our corporate services you can rely on a clear consistent service from your Financial Planner and from our experienced teams.Our culture is one of high performance continuous development and shared success. We promote from within and invest heavily in the progression of our people because when our people thrive so do our clients. Were proud to have been named one of the Professional Advisers Best Financial Advisers to Work For 2025.About the role:We are seeking an experienced Training & Competence Officer to join our Financial Planning this role you will ensure our Financial Planners are competent confident and capable of delivering excellent customer outcomes while fully complying with regulatory requirements and Attivos internal policies. You will be responsible for supervising assessing and coaching Financial Planners managing training records and supporting their professional development through our Training & Competence (T&C) Scheme.About you:You are organised detail-oriented and passionate about developing talent in financial services. You have proven experience in training competence or supervision within a regulated environment and are confident in delivering coaching and training both one-to-one and in groups. You are skilled at building rapport with colleagues and influencing stakeholders and you are committed to high standards of conduct and customer outcomes.The successful candidate will need to be office based 2 or 3 days per week with the option to work remotely the remaining day. We value work-life balance and offer flexible working alongside our hybrid approach.Key responsibilities include:Conduct mandatory observations including live and recorded meeting reviews in line with the T&C Scheme.Complete periodic competency assessments and validate Financial Planner competency via Competent Adviser Sign-Off forms.Prepare deliver and review Personal Development Plans (PDPs) maintaining accurate records on HR / T&C systems.Conduct Training Needs Analysis (TNA) to identify individual and team development requirements.Review CPD records quarterly and highlight any gaps or shortfalls.Review and assess Fit & Proper declarations escalating issues as required.Produce quarterly KPI dashboards for senior stakeholders.Support the delivery of knowledge skills and capability training sessions both in-person and remotely.Provide coaching to support skills development and regulatory compliance.Liaise with internal stakeholders to ensure smooth delivery of the T&C Programme.Ensure timely completion of onboarding T&C activities for new Financial Planners including competency sign-off and licensing.Essential skills and experience:Minimum Level 4 qualification in Regulated Financial Planning.Proven experience in financial services training competence or supervision roles.Strong organisational skills with excellent attention to detail.Ability to analyse information and make evidence-based decisions.Confident coaching and training skills delivered one-to-one in groups and remotely.Skilled in building rapport and influencing a variety of stakeholders.Committed to high standards of conduct and achieving excellent customer outcomes.Desirable skills and experience:Level 3 training and/or supervisory qualification (e.g. AF6 J07).Experience using Intelliflo or similar CRM systems.Knowledge of retail mortgages.Experience supervising pension transfer specialists.Salary and benefits:Up to 55000 negotiable depending on experience and qualificationNon-contributory Pension Scheme (8%)Private Medical InsuranceCashplanIncome ProtectionCritical Illness coverDeath in ServiceParking allowanceGenerous holiday allowance rising with length of serviceLondon Living Allowance if living within the M25Recruitment PolicyAttivo is committed to being an Equal Opportunities employer. If you require reasonable adjustments at any stage of the recruitment process please let us know and we will endeavour to make the process as accessible and as fair as possible.Please be aware that any offer of employment will be subject to satisfactory completion of pre-employment vetting as outlined by the Financial Conduct Authority (FCA) . This may include but is not limited to adverse financial history criminal records UK directorship and disqualifications check.Attivo do not use recruitment agencies and we respectfully ask that agencies do not contact us in regard to posts advertised on this site.Please visit our website to view our full privacy policy for prospective employees.Required Experience:Senior IC Key Skills Accounts Receivable,Conveyancing Paralegal,ABAP,Front Office Management,HR Operations,Accounts Payable Employment Type : Full-Time Experience: years Vacancy: 1
Training and Competence Officer employer: Dr Jobs
Contact Detail:
Dr Jobs Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Training and Competence Officer
✨Tip Number 1
Familiarise yourself with the specific training and competence frameworks used in financial services. Understanding the regulatory requirements and internal policies of Attivo will help you demonstrate your knowledge during interviews.
✨Tip Number 2
Network with professionals in the financial planning sector, especially those who have experience in training and competence roles. Engaging with them can provide insights into the role and may even lead to referrals.
✨Tip Number 3
Prepare to discuss your coaching and training experiences in detail. Be ready to share specific examples of how you've developed talent and improved performance in previous roles, as this is crucial for the Training and Competence Officer position.
✨Tip Number 4
Research Attivo's company culture and values. Tailoring your conversation to reflect their commitment to transparency and client-focused service will show that you're a good fit for their team.
We think you need these skills to ace Training and Competence Officer
Some tips for your application 🫡
Understand the Role: Before applying, make sure to thoroughly read the job description for the Training and Competence Officer position. Understand the key responsibilities and required skills, as this will help you tailor your application effectively.
Highlight Relevant Experience: In your CV and cover letter, emphasise your experience in training, competence, or supervision within a regulated environment. Provide specific examples of how you've successfully coached or developed talent in financial services.
Showcase Your Skills: Make sure to highlight your organisational skills, attention to detail, and ability to analyse information. Use bullet points to clearly outline your skills and how they relate to the role, particularly your coaching and training abilities.
Craft a Compelling Cover Letter: Write a personalised cover letter that reflects your passion for developing talent in financial services. Mention why you are interested in working with Attivo and how your values align with their commitment to transparency and client satisfaction.
How to prepare for a job interview at Dr Jobs
✨Showcase Your Training Experience
Make sure to highlight your previous experience in training and competence roles, especially within regulated environments. Be prepared to discuss specific examples of how you've successfully coached and developed financial planners or similar professionals.
✨Demonstrate Organisational Skills
Given the detail-oriented nature of the role, it's crucial to convey your organisational skills. Share examples of how you've managed training records, conducted assessments, or maintained accurate documentation in past positions.
✨Build Rapport with Interviewers
Since the role involves influencing stakeholders and building relationships, focus on your interpersonal skills during the interview. Practice active listening and engage with your interviewers to create a positive connection.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your ability to handle real-life situations in training and competence. Prepare by thinking through potential challenges you might face in the role and how you would address them effectively.