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- Tasks: Manage the development of Trainee and Junior Advisers, ensuring they meet regulatory standards.
- Company: Join a prestigious wealth management firm dedicated to nurturing future talent in financial advice.
- Benefits: Enjoy hybrid working, competitive salary, annual bonus, private healthcare, and generous leave.
- Why this job: Shape the careers of aspiring advisers while enjoying a supportive and innovative work culture.
- Qualifications: Experience in financial services with strong coaching skills and understanding of FCA T&C framework required.
- Other info: This role offers potential for permanent placement after an initial 12-month contract.
The predicted salary is between 51000 - 85000 £ per year.
Location: London (Hybrid Working)
Salary: to £85,000 + Bonus + Excellent Benefits
Are you passionate about developing future talent in the financial advice sector? Do you have the coaching skills, regulatory knowledge, and commercial awareness to help Trainee Advisers become successful professionals? We are working with a prestigious wealth management firm to recruit a Business Manager / Training & Competence (T&C) Manager for an initial 12-month fixed-term contract, with potential to become permanent. This is a unique opportunity to shape the next generation of advisers by combining structured T&C oversight with hands-on coaching and strategic business guidance.
About the Role:
You’ll be instrumental in managing the development journey of Trainee and Junior Advisers—ensuring they meet regulatory standards, gain confidence in client interactions, and learn how to build commercially sound and compliant advice businesses.
Key Responsibilities:
- Oversee the full development lifecycle of new advisers, ensuring alignment with FCA T&C requirements.
- Deliver regular competency assessments, coaching sessions, and structured feedback.
- Guide individuals through key milestones such as CPD, SPS, and qualification completion.
- Provide support on client engagement, sales confidence, and business development skills.
- Track and report on adviser performance and progress.
- Maintain robust audit trails and ensure full regulatory compliance.
What We’re Looking For:
- Experience in a similar role within financial services (T&C, business management, or adviser development).
- Strong understanding of the FCA’s T&C framework.
- Excellent interpersonal and coaching skills with a focus on adviser progression and performance.
- Ability to balance compliance oversight with commercial support and soft skills mentoring.
- Proactive, organised, and passionate about professional development.
Package & Benefits:
- Competitive salary to £85,000
- Hybrid working model
- Annual bonus
- Private healthcare
- Income protection, life assurance
- Generous pension scheme
- 25 days annual leave
- Supportive and forward-thinking environment
If you’re looking for a fulfilling opportunity to shape the careers of tomorrow’s top advisers, we’d love to hear from you.
Training & Competence Manager employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Training & Competence Manager
✨Tip Number 1
Network with professionals in the financial services sector, especially those involved in training and competence. Attend industry events or webinars to connect with potential colleagues and learn more about the latest trends in adviser development.
✨Tip Number 2
Familiarise yourself with the FCA’s T&C framework and any recent updates. Being well-versed in regulatory requirements will not only boost your confidence but also demonstrate your commitment to compliance during interviews.
✨Tip Number 3
Prepare to discuss specific coaching techniques and strategies you’ve used in the past to develop talent. Highlighting your hands-on experience will show that you can effectively guide Trainee Advisers through their professional journey.
✨Tip Number 4
Research the wealth management firm you’re applying to. Understanding their values, culture, and approach to adviser development will help you tailor your conversation and demonstrate how you align with their goals.
We think you need these skills to ace Training & Competence Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in training and competence management within the financial services sector. Emphasise your coaching skills, regulatory knowledge, and any specific achievements that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for developing talent in the financial advice sector. Mention how your background aligns with the key responsibilities of the role, particularly in overseeing adviser development and ensuring compliance with FCA standards.
Highlight Relevant Skills: In your application, clearly outline your interpersonal and coaching skills. Provide examples of how you've successfully guided individuals through their professional development, focusing on performance tracking and competency assessments.
Showcase Your Understanding of Compliance: Demonstrate your strong understanding of the FCA’s T&C framework in your application. Discuss how you have balanced compliance oversight with commercial support in previous roles, as this is crucial for the position.
How to prepare for a job interview at mbf
✨Showcase Your Coaching Skills
As a Training & Competence Manager, your ability to coach and develop others is crucial. Prepare examples of how you've successfully guided individuals in their professional journeys, focusing on specific outcomes and improvements.
✨Demonstrate Regulatory Knowledge
Familiarise yourself with the FCA's T&C framework and be ready to discuss how you have applied this knowledge in previous roles. Highlight any experiences where you ensured compliance while supporting adviser development.
✨Balance Compliance with Commercial Insight
The role requires a blend of compliance oversight and commercial acumen. Be prepared to discuss how you've managed to maintain regulatory standards while also fostering a supportive environment for business growth.
✨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 development and how you navigated them, ensuring to highlight your proactive approach.
