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- Tasks: Supervise and develop Financial Planners while delivering impactful training and coaching.
- Company: Fast-growing wealth management business with a collaborative culture.
- Benefits: Hybrid/remote working, autonomy, and strong investment in growth.
- Other info: Opportunity for significant career growth in a dynamic environment.
- Why this job: Play a key role in shaping adviser capability and maintaining high standards.
- Qualifications: Experience in Training & Competence within regulated financial services.
The predicted salary is between 50000 - 60000 £ per year.
We are working with a fast-growing, highly regarded wealth management business undergoing an exciting period of growth and transformation. As part of this, they are looking to appoint an experienced Training & Competence Manager to support and develop their Financial Planning population. This is a key hire within a collaborative, advisory-led environment, offering the opportunity to play a pivotal role in shaping adviser capability, maintaining high regulatory standards, and supporting a client-centric culture.
Reporting into senior leadership within the T&C function, you will be responsible for supervising Financial Planners across a regional patch, supporting both trainee and established advisers.
- Acting as first line Supervisor to Financial Planners across Pensions, Investments and Protection
- Supporting Trainee Financial Planners through to Competent Adviser Status (CAS)
- Delivering training interventions, role plays, observations and coaching
- Monitoring ongoing competency of CAS advisers in line with the T&C Scheme
- Working closely with Compliance and Training teams to maintain and develop training materials
This role requires regular travel across the Central region (Nottingham, Birmingham, Norwich, Peterborough) to maintain strong visibility and engagement with advisers.
You will be an experienced T&C professional already operating at this level within a regulated financial services environment.
- Current experience in a Training & Competence / supervisory role
- Proven experience supervising Financial Planners across full advice areas
- Strong understanding of FCA regulation, T&C frameworks, and conduct risk
- Experience coaching and developing advisers to improve performance and competency
- Experience supervising Pension Transfer Specialists (PTS)
- Previous experience as a Financial Adviser
Join a business in a significant growth phase with strong investment and long-term vision. Hybrid/remote working with autonomy and flexibility.
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Training Manager - Remote in Nottingham employer: MERJE
Contact Detail:
MERJE Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Training Manager - Remote in Nottingham
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with your experience in training and competence. This will help you tailor your responses and show you're the perfect fit!
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family, focusing on common questions related to training and supervision in financial planning. This will boost your confidence and help you articulate your skills effectively.
✨Tip Number 4
Don't forget to apply through our website! We’ve got loads of exciting roles that could be just what you’re looking for. Plus, it’s a great way to ensure your application gets seen by the right people.
We think you need these skills to ace Training Manager - Remote in Nottingham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Training Manager role. Highlight your experience in supervising Financial Planners and any relevant training interventions you've delivered. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about training and competence in the financial services sector. Share specific examples of how you've supported advisers in the past, as this will resonate with us.
Showcase Your Regulatory Knowledge: Since this role involves maintaining high regulatory standards, be sure to mention your understanding of FCA regulations and T&C frameworks. We’re keen to see how you’ve applied this knowledge in your previous roles!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. Plus, we love seeing candidates who take that extra step!
How to prepare for a job interview at MERJE
✨Know Your Stuff
Make sure you brush up on your knowledge of FCA regulations and T&C frameworks. Being able to discuss these confidently will show that you're not just familiar with the basics, but that you truly understand the intricacies of the role.
✨Showcase Your Coaching Skills
Prepare examples of how you've successfully coached and developed advisers in the past. Use specific scenarios where your guidance led to improved performance or competency, as this will highlight your ability to support both trainee and established Financial Planners.
✨Be Ready for Role Plays
Since the role involves delivering training interventions and role plays, be prepared to engage in a mock scenario during the interview. This is your chance to demonstrate your training style and how you would approach developing others in a real-world context.
✨Highlight Your Travel Flexibility
Given the need for regular travel across the Central region, express your willingness and enthusiasm for this aspect of the job. Share any relevant experiences that showcase your ability to manage travel while maintaining strong visibility and engagement with advisers.