At a Glance
- 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 travel opportunities.
- Other info: Collaborative environment with opportunities for professional growth.
- Why this job: Make a real difference in the careers of aspiring Financial Planners.
- Qualifications: Experience in training/coaching within Financial Services and Level 4 Diploma.
The predicted salary is between 50000 - 60000 £ 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.
Training & Competence Manager in Portsmouth employer: Switch Recruitment Services Ltd
As a leading wealth management and employee benefits organisation, we pride ourselves on fostering a supportive and dynamic work environment that prioritises employee growth and development. Our Training & Competence Manager role offers the unique opportunity to shape the future of Financial Planners across the East of England, with a focus on collaboration and continuous improvement. With competitive salaries, flexible remote working options, and a commitment to professional development, we are an excellent employer for those seeking meaningful and rewarding careers in financial services.
Contact Details:
Switch Recruitment Services Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Training & Competence Manager in Portsmouth
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who are already in training or coaching roles. A friendly chat can lead to insider info about job openings that might not even be advertised yet.
✨Tip Number 2
Show off your skills! When you get the chance for an interview, prepare to demonstrate your training techniques or share success stories from your past experiences. This will help us see how you can make a real impact on our Financial Planners.
✨Tip Number 3
Stay updated with industry trends! Read up on the latest developments in wealth management and training practices. This knowledge will not only impress us but also show that you're committed to continuous improvement in your role.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows us that you’re genuinely interested in joining our team and contributing to the growth of our Financial Planners.
We think you need these skills to ace Training & Competence Manager in Portsmouth
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 and coaching within financial services, and don’t forget to mention any relevant qualifications you hold. We want to see how your background aligns with what we’re looking for!
Showcase Your Skills:In your cover letter, showcase your stakeholder management skills and your collaborative approach. We love seeing candidates who can work well with others, so give us examples of how you've successfully partnered with teams in the past.
Be Specific About Experience:When detailing your experience, be specific about your role in developing training materials and conducting competency assessments. We’re keen to know how you’ve supported Financial Planners in achieving their goals, so share those success stories!
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it gives you a chance to explore more about us and what we do!
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 Training & Competence Manager.
✨Engage with Stakeholders
Since stakeholder management is key, be prepared to talk about your collaborative approach. Share experiences where you've partnered with different teams or individuals to achieve common goals, highlighting your ability to build strong relationships.
✨Flexibility is Key
As this role involves remote work and travel, express your willingness to adapt. Discuss how you manage your time effectively while working remotely and your readiness to travel across the East of England or East Midlands when needed.
