JJ SEARCH LIMITED in the UK wealth management sector seeks a Training & Competence Supervisor to oversee Front Office supervision, ensure T&C compliance and SMCR alignment. The role includes coaching, observations with Investment Managers and Wealth Planners, and driving CPD activity to support business goals.
The candidate will have 3–5 years in T&C within Wealth Management or Financial Planning, with a minimum RQF Level 4 (CISI/CII) and strong leadership, communication and presentation skills.
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Wealth Management T&C & Competence Lead employer: JJ SEARCH LIMITED
As a leading Wealth Management firm located in Blackpool, we pride ourselves on fostering a collaborative and supportive work environment that empowers our employees to thrive. Our commitment to professional development is evident through tailored training opportunities and a clear pathway for career advancement, ensuring that our team members can grow alongside the firm. With a focus on high-net-worth clients, you will be part of a dynamic team that values innovation and excellence, making this an ideal place for those seeking a meaningful and rewarding career in financial planning.
