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- Tasks: Support trainee Financial Planners and monitor ongoing competence of existing planners.
- Company: Rapidly expanding wealth management and employee benefits organisation.
- Benefits: Competitive salary, flexible remote work, and professional development opportunities.
- Other info: Remote role with travel required in East of England or East Midlands.
- Why this job: Make a real impact by training future financial experts in a dynamic environment.
- Qualifications: Experience in training/coaching within Financial Services and Level 4 Diploma required.
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 / IFA’s 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:
- Candidates need demonstrable experience within a training / coaching / T&C role within a Financial Services, Wealth Management or a private client organisation.
- You will be 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.
T&C Manager in Milton Keynes employer: Switch Recruitment Services Ltd
Contact Detail:
Switch Recruitment Services Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land T&C Manager in Milton Keynes
✨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 hunt for a T&C Manager role. You never know who might have the inside scoop on an opportunity or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews by brushing up on your training and competency knowledge. Be ready to discuss how you've supported Financial Planners in the past and share specific examples of your coaching success. Confidence is key!
✨Tip Number 3
Don’t forget to showcase your stakeholder management skills! During interviews, highlight how you've collaborated with various teams and individuals to achieve training goals. This will show that you can thrive in a remote role while still being a team player.
✨Tip Number 4
Apply through our website for the best chance at landing that dream job! We make it easy for you to connect with employers looking for someone just like you. Plus, it shows you're serious about the opportunity!
We think you need these skills to ace T&C Manager in Milton Keynes
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the T&C Manager role. Highlight your experience in training and competency within financial services, and don’t forget to mention any relevant qualifications. We want to see how you can bring your unique skills to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about training and developing financial planners. Share specific examples of your past successes and how they relate to the responsibilities outlined in the job description. We love a good story!
Showcase Your Stakeholder Management Skills: Since strong stakeholder management is key for this role, make sure to highlight your collaborative approach in both your CV and cover letter. We want to know how you've successfully partnered with others in the past to achieve great results.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to keep track of your application and ensure it gets the attention it deserves. Plus, we’re excited to see what you bring to the table!
How to prepare for a job interview at Switch Recruitment Services Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of training and competency frameworks within the financial services sector. Be ready to discuss your experience in developing training materials and how you've supported Financial Planners in achieving their qualifications.
✨Showcase Your Coaching Skills
Prepare examples of how you've successfully coached or trained others in a regulated environment. Think about specific instances where your feedback led to tangible improvements in performance, as this will demonstrate your effectiveness as a T&C Manager.
✨Engage with Stakeholders
Since stakeholder management is key, be prepared to talk about how you've collaborated with various teams or individuals in previous roles. Highlight your approach to building relationships and ensuring everyone is on the same page when it comes to training objectives.
✨Be Ready for Role Plays
Given that role plays are part of the assessment process, practice how you would conduct these sessions. Think about how you can provide constructive feedback while keeping the atmosphere supportive and encouraging, which is crucial for helping Financial Planners improve.