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- Tasks: Lead and develop Trainee Financial Planners to achieve competence and ensure compliance.
- Company: Join Titan Wealth, a rapidly expanding firm with a dynamic culture.
- Benefits: Enjoy competitive salary, private medical insurance, and flexible working options.
- Why this job: Make a real impact in financial planning while fostering a collaborative environment.
- Qualifications: Experience in Training & Competence within Financial Services and relevant qualifications.
- Other info: Embrace creativity and collaboration in a diverse and inclusive workplace.
The predicted salary is between 36000 - 60000 £ per year.
The Titan Group provides a broad range of services across the whole wealth value chain - from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. Titan Wealth is expanding rapidly through strategic acquisitions, offering a unique combination of start-up energy and the security of private equity backing. Titan Wealth Planning (TWP) is a subsidiary of Titan Wealth, focusing on providing best‑in‑class advice on wealth management, employee benefits, and retirement planning. Our mission is to help businesses and their employees explore, set, and achieve their financial goals.
Purpose of the role
We are looking to hire a T&C manager to develop Trainee Financial Planners in the region to reach competent adviser status (CAS), competency assessment of Financial Planners that join Titan Wealth Planning via acquisitions and the monitoring of ongoing competency of CAS Planners under your supervision. Ensuring compliance with relevant legislation and procedures. Assisting the operation of effective systems and controls to mitigate business risks and to ensure compliance with the regulatory system. Helping to maintain a collegiate relationship with both advisers and support staff to foster a positive approach to competence across the company.
Responsibilities
- To act as first line Supervisor to Financial Planners of varying experience, based in varying locations.
- Ensure that Financial Planners within your span of control are supervised in accordance with the Group T&C Scheme.
- Deliver new entrant training and other training interventions as required.
- Work closely with the Training & Development Team to fulfil the objectives of each Trainee through to CAS and beyond.
- Undertake Role Plays, Live Observations and Competency Assessments as required, and provide feedback to Planners.
- Assessment of KPIs to identify development areas, agree CPD and deliver appropriate coaching and training to support and help develop Planners.
- Assist Group Compliance with ensuring that training material is kept up to date and with the development of new material as required.
- Ensure own ongoing competency.
- Promote and display the client‑centric culture of the business.
- Proactively share best practice.
Experience, skills and key requirements
- Current experience working in a Training & Competence role within the Financial Services sector supervising Financial Planners in all areas (Pensions, Investments and Protection) with a deep understanding of Financial Planning and a client centric approach.
- Experience of providing effective Coaching.
- Working knowledge of relevant FCA rules.
- A solid understanding of complaints procedures.
- A good understanding of other relevant legislation, including that related to financial crime and GDPR.
- A strong understanding of updating policies and procedures.
- An in depth understanding of Training & Competency.
- Working knowledge of and be competent with Microsoft Applications.
Essential Qualifications
- Qualified to at least QCF Level 4 or equivalent qualification AF7, CF8 and ER1 preferred but not essential. (H15, JO7 or AF6 are desirable).
Key Interfaces (Internal and External)
- Financial Planners
- Group Compliance
- Regional Manager
- Internal teams
Other information
Travel required for team meetings/face to face adviser meetings.
Key behaviours
- Commercial Awareness
- Innovation
- Collaboration
- Team contribution
- Professionalism
Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of: Creativity, Commitment, Collaboration.
Some of our benefits:
- Competitive salary
- Private Medical Insurance post probation
- Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)
- 25 days Annual Leave (plus buy and sell up to 5 days)
- Office Christmas close (3-days)
- Life Assurance
- Health cash plan
- Hybrid working
- Discretionary performance related bonus
- Employee Assistance Programme
- Lunch and snacks provided in the Bristol office.
- And lots of flexible benefits to choose from!
The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job‑related activities.
Training and Competence Manager in Birmingham employer: Titan Wealth Holdings Limited
Contact Detail:
Titan Wealth Holdings Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Training and Competence Manager in Birmingham
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial services sector. Attend industry events, join relevant online forums, and don’t be shy about reaching out to potential colleagues on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by practising common questions and role-playing scenarios. Think about how you can showcase your experience in training and competence management. We recommend doing mock interviews with friends or using online resources to get comfortable with the process.
✨Tip Number 3
Showcase your passion for financial planning! When you get the chance to chat with potential employers, share your insights on the latest trends in the industry and how you can contribute to their mission. This will help you stand out as a candidate who’s not just qualified but genuinely interested.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us. So, go ahead and submit your application – we can’t wait to hear from you!
We think you need these skills to ace Training and Competence Manager in Birmingham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your training and competence experience, especially in financial services, to show us you're the right fit for the role.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about developing Financial Planners and how your background aligns with our mission at Titan Wealth Planning. Keep it engaging and personal!
Showcase Your Compliance Knowledge: Since compliance is key in this role, make sure to mention your understanding of FCA rules and relevant legislation. We want to see that you can help us maintain our high standards and mitigate business risks.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity at Titan Wealth!
How to prepare for a job interview at Titan Wealth Holdings Limited
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning, compliance regulations, and the specific services Titan Group offers. Being able to discuss these topics confidently will show that you're serious about the role and understand the industry.
✨Showcase Your Coaching Skills
Since the role involves supervising and training Financial Planners, be prepared to share examples of how you've successfully coached others in the past. Highlight any specific training methods or tools you've used to help others reach their goals.
✨Demonstrate Collaboration
Titan values teamwork, so think of instances where you've worked effectively with others. Be ready to discuss how you foster positive relationships and collaborate with colleagues to achieve common objectives.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's culture, training processes, and future plans for growth. This not only shows your interest in the role but also helps you gauge if Titan is the right fit for you.