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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 travel opportunities.
- 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.
- Other info: Collaborative environment with opportunities for professional growth.
The predicted salary is between 36000 - 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 are 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 provide 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 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
✨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 those interviews! Research the company and its culture, and think about how your experience aligns with their needs. Practise common interview questions, especially around training and competency management.
✨Tip Number 3
Showcase your skills! Bring along examples of your previous training materials or feedback you've given to Financial Planners. This will demonstrate your hands-on experience and ability to develop others.
✨Tip Number 4
Apply through our website! We make it easy for you to find roles that match your skills and aspirations. Plus, it shows you're serious about joining our team and helps us keep track of your application.
We think you need these skills to ace Training & Competence Manager
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!
Showcase Your Skills: In your cover letter, showcase your stakeholder management skills and your collaborative approach. We want to see how you can support Financial Planners and contribute to their success!
Be Specific: When detailing your past experiences, be specific about your achievements. Use numbers or examples to illustrate how you've helped others achieve their goals, especially in a regulated environment.
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 this exciting opportunity with our client.
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. Think about specific situations where you helped someone improve their skills or achieve a qualification. This will demonstrate your ability to support trainee Financial Planners effectively.
✨Engage with Stakeholders
Since stakeholder management is crucial, think of ways you've collaborated with different teams or individuals in previous roles. Be ready to share how you built relationships and worked together to achieve common goals. This will highlight your collaborative approach.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's training culture and how they measure ongoing competence. This shows that you're not only interested in the role but also keen to contribute to their training initiatives. Plus, it gives you a better understanding of what to expect.