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- Tasks: Support trainee Financial Planners and monitor ongoing competence of existing planners.
- Company: Rapidly expanding wealth management organisation with a focus on employee benefits.
- Benefits: Competitive salary, flexible remote work, and opportunities for professional growth.
- Why this job: Make a real difference in the careers of aspiring Financial Planners.
- Qualifications: Experience in training or coaching within Financial Services and Level 4 Diploma.
- Other info: Remote role with travel required in East of England or East Midlands.
The predicted salary is between 45000 - 55000 £ per year.
We are pleased to be working with a national and rapidly expanding wealth management and employee benefits organisation. Owing to this growth, our client is seeking a Training & Competency Manager to help support trainee Financial Planners achieve CAS status as well as monitoring the ongoing competence of existing financial planners across the East of England.
Responsibilities:
- You will supervise and support Financial Planners / IFAs of varying experience, based in multiple locations.
- Candidates will be responsible for carrying out observations and Competency Assessments as required, whilst undertaking role plays and providing feedback to Financial Planners to aid improvement.
- You will assist in the development and delivery of training material.
Experience:
- Demonstrable experience within a training / coaching / T&C role within a Financial Services, Wealth Management or a private client organisation.
- Qualified to Level 4 Diploma, and ideally hold advanced qualifications.
- Strong stakeholder management experience – particularly a collaborative, partnering approach.
- Experience of training and developing financial advisers within a regulated environment.
Whilst this is a remote role, candidates need to be based in the East of England or East Midlands, or be prepared to travel to these regions as required. In return, our client is looking to offer a competitive basic salary and package. The role also offers full flexibility in terms of remote working, although regular travel will be required.
Locations
Training & Competence Manager in Devon, Plymouth employer: Switch Recruitment Services Ltd
Contact Detail:
Switch Recruitment Services Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Training & Competence Manager in Devon, Plymouth
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who know about training and competence roles. A friendly chat can lead to insider info or even a referral.
✨Tip Number 2
Show off your skills! Prepare a portfolio showcasing your training materials and success stories. This will help you stand out during interviews and demonstrate your hands-on experience.
✨Tip Number 3
Practice makes perfect! Set up mock interviews with friends or mentors to refine your answers, especially around stakeholder management and training methodologies. The more comfortable you are, the better you'll perform!
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you ace your application and connect with potential employers. Don’t miss out on the chance to land that dream role!
We think you need these skills to ace Training & Competence Manager in Devon, Plymouth
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Training & Competence Manager role. Highlight your experience in training, coaching, and stakeholder management, especially within financial services. We want to see how your skills match 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 helping Financial Planners achieve their goals. Share specific examples of your past successes in training and development that align with our needs.
Showcase Your Qualifications: Don’t forget to mention your Level 4 Diploma and any advanced qualifications you hold. We’re keen on candidates who can demonstrate their expertise, so make sure these stand out in your application!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us. Plus, we love seeing applications come directly from our site!
How to prepare for a job interview at Switch Recruitment Services Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of financial services and wealth management. Understand the key competencies required for Financial Planners and be ready to discuss how your experience aligns with these. This will show that you're not just familiar with the role, but genuinely passionate about it.
✨Showcase Your Training Skills
Prepare examples of how you've successfully trained or coached others in the past. Be ready to discuss specific training methods you've used and how they led to improved performance. This is your chance to demonstrate your ability to develop and deliver effective training material.
✨Engage with Stakeholders
Since stakeholder management is crucial for this role, think of instances where you've collaborated with different teams or individuals. Highlight your approach to building relationships and how you’ve navigated challenges in a regulated environment. This will illustrate your collaborative mindset.
✨Be Ready to Role Play
Given that role plays are part of the assessment process, practice how you would conduct a competency assessment or provide feedback. This will help you feel more comfortable during the interview and showcase your ability to support and develop Financial Planners effectively.