At a Glance
- Tasks: Develop and support Trainee Financial Planners to achieve competence and compliance.
- Company: Join Titan Wealth, a rapidly expanding financial services company with a dynamic culture.
- Benefits: Enjoy competitive salary, private medical insurance, hybrid working, and generous annual leave.
- Other info: Flexible remote role with travel across the South East for relationship building.
- Why this job: Make a real impact in the financial sector while fostering growth and collaboration.
- Qualifications: Experience in Training & Competence within Financial Services and relevant qualifications.
The predicted salary is between 50000 - 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. It’s an inspiring time to join the team!
Titan Wealth Planning (TWP) is a subsidiary of Titan Wealth. Our focus is 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.
This is a remote-based role with responsibility for supporting a portfolio of advisers across the South East of England. We are open to candidates based anywhere within this geographic area, as the role has been designed to offer flexibility while maintaining strong regional engagement. There is an expectation to travel regularly across your patch to build relationships and provide on-the-ground support, with approximately two days per week spent visiting advisers.
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 – we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors.
- Commitment – we are a team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile.
- Collaboration – we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement.
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.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
Training and Competence Manager - South West employer: Titan Wealth Holdings Limited
Titan Wealth is an exceptional employer, offering a dynamic work environment that combines the innovative spirit of a start-up with the stability of private equity backing. Employees benefit from a comprehensive range of perks, including competitive salaries, private medical insurance, and a robust pension scheme, all while enjoying the flexibility of remote work and a strong commitment to professional development. With a focus on collaboration and inclusivity, Titan Wealth fosters a culture where every team member can thrive and contribute to meaningful financial solutions for clients across the South West.
Contact Detail:
Titan Wealth Holdings Limited Recruiting Team
StudySmarter Expert Advice🤫
We think this is how you could land Training and Competence Manager - South West
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial services sector. Attend industry events, webinars, or even local meet-ups. The more people you know, the better your chances of landing that dream role!
✨Tip Number 2
Show off your skills! Prepare a portfolio showcasing your achievements and experiences relevant to the Training and Competence Manager role. This could include training materials you've developed or successful coaching sessions you've led. Let your work speak for itself!
✨Tip Number 3
Be proactive! Reach out to Titan Wealth directly through our website. Express your interest in the role and ask insightful questions about the company culture and expectations. This shows initiative and can set you apart from other candidates.
✨Tip Number 4
Prepare for interviews by practising common questions related to training and compliance in financial services. Think about how you can demonstrate your understanding of FCA rules and your coaching experience. Confidence is key, so rehearse until you feel ready to shine!
We think you need these skills to ace Training and Competence Manager - South West
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Training and Competence Manager role. Highlight your experience in supervising Financial Planners and your understanding of FCA rules. We want to see how your skills align with our mission at Titan Wealth!
Showcase Your Coaching Skills:Since this role involves a lot of training and development, don’t forget to mention any coaching or mentoring experience you have. We love candidates who can demonstrate their ability to help others grow and achieve their goals.
Be Clear and Concise:When writing your application, keep it straightforward and to the point. Use clear language to describe your experiences and achievements. We appreciate clarity and want to understand your journey without sifting through fluff!
Apply Through Our Website:We encourage you to submit your application directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, it shows us you’re keen on joining our team 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, investments, and compliance regulations. The Titan Group values a deep understanding of these areas, so be prepared to discuss your experience and how it aligns with their mission.
✨Showcase Your Coaching Skills
As a Training and Competence Manager, you'll need to demonstrate your ability to coach and develop others. Think of specific examples where you've successfully trained or mentored Financial Planners, and be ready to share those stories during the interview.
✨Emphasise Collaboration
Titan Wealth is all about teamwork and collaboration. Be prepared to talk about how you've worked effectively with others in the past, especially in a supervisory role. Highlight any experiences where you fostered a positive team environment or shared best practices.
✨Ask Insightful Questions
Prepare some thoughtful questions to ask your interviewers. This shows your genuine interest in the role and the company. You might want to inquire about their approach to ongoing training and development or how they measure success in the Training and Competence department.
