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- Tasks: Lead the development and oversight of training frameworks for financial advisers.
- Company: Join a top wealth management firm focused on exceptional client service and compliance.
- Benefits: Enjoy a competitive salary, remote work flexibility, and additional perks.
- Why this job: Make a real impact by shaping adviser competence and driving professional growth.
- Qualifications: Must be diploma qualified with senior T&C experience in wealth management.
- Other info: This role involves travel as needed and offers a chance to influence industry standards.
The predicted salary is between 72000 - 108000 £ per year.
⭐️ Head of Training & Competence📍 Remote Based (with travel as/when required)💰 c.£90,000 + BenefitsOur client is a leading wealth management firm committed to delivering exceptional financial advice and long-term value to their clients. With a growing network of advisers and a strong compliance culture, they are looking for an experienced and strategic Head of Training and Competence (T&C) to lead the development, oversight, and execution of their T&C framework.Role & Responsibilities: 📋Lead the development, implementation, and oversight of the firm’s T&C scheme in line with FCA requirements (including SYSC and COBS).Monitor adviser competence through KPIs, file reviews, supervision records, and performance data.Oversee the onboarding, induction, and supervision of new advisers and supervisors.Work with senior leaders to identify training needs and deliver tailored learning solutions across the business.Ensure advisers meet CPD, SPS, and exam requirements to maintain competency.Provide coaching and support to supervisors, team leaders, and advisers to ensure effective development and risk management.Lead regular T&C audits and MI reporting for the board and regulatory stakeholders.Act as a key point of contact for regulatory changes affecting training and competence.Do you have the following to apply? ✅Diploma qualified (DipPFS or equivalent) as a minimumSenior T&C experience within the wealth management industryStrong experience in adviser supervisionDue to the high volume of applications received we are unable to respond to everyone directly. If you are not contacted within 7 working days, you have unfortunately not been shortlisted.Clayton Davies is acting as an employment agency on behalf of our client.
Head of Training and Competence employer: LinkedIn
Contact Detail:
LinkedIn Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Head of Training and Competence
✨Tip Number 1
Network with professionals in the wealth management sector. Attend industry events or webinars where you can meet potential colleagues and leaders in training and competence. Building these connections can give you insights into the company culture and expectations.
✨Tip Number 2
Stay updated on FCA regulations and compliance requirements relevant to training and competence. Demonstrating your knowledge of current regulations during discussions can set you apart as a candidate who is proactive and well-informed.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully implemented training programmes or frameworks in previous roles. Highlighting measurable outcomes from your initiatives can showcase your effectiveness and strategic thinking.
✨Tip Number 4
Familiarise yourself with the company's values and mission. Tailoring your conversations to align with their goals will demonstrate your genuine interest in the role and how you can contribute to their success.
We think you need these skills to ace Head of Training and Competence
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in training and competence, particularly within the wealth management sector. Use specific examples that demonstrate your leadership skills and understanding of FCA requirements.
Craft a Compelling Cover Letter: Write a cover letter that clearly outlines your motivation for applying to this role. Discuss how your background aligns with the responsibilities listed in the job description, such as developing T&C frameworks and monitoring adviser competence.
Highlight Relevant Qualifications: Ensure you mention your Diploma qualifications (DipPFS or equivalent) prominently in your application. This is a key requirement for the role, so make it easy for the hiring team to see that you meet this criterion.
Showcase Leadership Experience: In your application, provide examples of your previous leadership roles, especially those involving adviser supervision and training. Highlight any successful initiatives you've led that improved adviser performance or compliance.
How to prepare for a job interview at LinkedIn
✨Understand the Regulatory Landscape
Familiarise yourself with FCA requirements, particularly SYSC and COBS. Being able to discuss how these regulations impact training and competence will demonstrate your expertise and readiness for the role.
✨Showcase Your Leadership Skills
Prepare examples of how you've led T&C initiatives in the past. Highlight your experience in developing tailored learning solutions and how you've successfully managed teams to enhance adviser competence.
✨Emphasise Data-Driven Decision Making
Be ready to discuss how you monitor adviser competence through KPIs and performance data. Providing specific examples of how you've used data to drive improvements will show your analytical skills and strategic thinking.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities in real-world situations. Think about challenges you've faced in adviser supervision or training and how you overcame them, as this will showcase your practical experience.