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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 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.
T&C Manager in Stoke-on-Trent 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 Stoke-on-Trent
✨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 opportunities 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 your experience with Financial Planners and how you've helped them achieve their goals. Show us that you can bring value to the team!
✨Tip Number 3
Don’t just apply anywhere; focus on companies that align with your values and career goals. Use our website to find roles that excite you, and tailor your approach to each one. We want you to land that perfect job!
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. Remind them why you’re the best fit for the T&C Manager position and express your enthusiasm for the role.
We think you need these skills to ace T&C Manager in Stoke-on-Trent
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 fit into our world!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about training financial planners and how your experience aligns with our needs. Keep it engaging and personal – we love a bit of personality!
Showcase Your Stakeholder Management Skills: Since strong stakeholder management is key for this role, make sure to include examples of how you've successfully collaborated with others in your previous roles. We’re looking for those partnership vibes!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s super easy and ensures your application gets to us directly. Plus, you’ll find all the info you need about the role there!
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.
✨Stakeholder Management is Key
Since this role involves working with various stakeholders, 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 communication skills.
✨Flexibility and Travel Readiness
As this is a remote role with travel requirements, express your willingness to travel within the East of England or East Midlands. Discuss how you manage your time effectively to balance remote work with on-site responsibilities.