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: Remote work, competitive salary, and opportunities for professional development.
- Other info: Collaborative environment with strong stakeholder management focus.
- 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.
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 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 Midl...
