At a Glance
- Tasks: Develop and support Trainee Financial Planners to achieve Competent Adviser Status.
- Company: Join Titan Wealth, a rapidly expanding firm in the financial services sector.
- Benefits: Enjoy competitive salary, private medical insurance, and flexible working options.
- Other info: Be part of a diverse team committed to innovation and collaboration.
- Why this job: Make a real impact by coaching future financial planners and fostering professional growth.
- Qualifications: Experience in Training & Competence within Financial Services and strong coaching skills required.
The predicted salary is between 45000 - 55000 £ 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 be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to.
As part of this Titan is also an active acquirer of UK based asset managers and other wealth related businesses.
Due to this 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.
Role Purpose
This hybrid/remote role is based in the North East, with national travel required for meetings, face-to-face 1:1s with risk-rated advisers, and occasional visits to Titan Wealth offices to collaborate with colleagues.
The primary purpose of the role is to develop and support Trainee Financial Planners within the Bionic Remote Advice Team, helping them progress to Competent Adviser Status (CAS) through structured coaching, assessment, and ongoing development.
The role is also responsible for overseeing the ongoing competency and performance of CAS Financial Planners within the supervision framework, ensuring high professional and regulatory standards are maintained.
Working closely with advisers, support teams, and key stakeholders, you will help ensure compliance with all relevant regulatory requirements, internal policies, and industry best practice.
You will contribute to the operation of effective systems and controls that identify, manage, and mitigate business risks, while promoting a positive culture of competence, continuous improvement, and professional development across the business.
The successful candidate will build strong, collaborative relationships with advisers and support staff, fostering a supportive environment that enables individuals to develop their skills, deliver excellent client outcomes, and uphold Titan Wealth's standards of professionalism and compliance.
- Act as the primary Training & Competence (T&C) Supervisor for Financial Planners across multiple locations and levels of experience.
- Ensure all Financial Planners within your remit are supervised in line with the Group Training & Competence Scheme, regulatory requirements, and internal standards.
Deliver new to role, new entrant training to inexperienced Planners operating within a Restricted model and other training interventions as required.
- Partner closely with the Training & Development team to support advisers throughout their development journey, from onboarding through to Competent Adviser Status (CAS) and ongoing professional growth.
- Conduct role plays, live observations, competency assessments, and file reviews, providing clear, constructive feedback to support performance improvement.
- Analyse key performance indicators (KPIs) and competency outcomes to identify development needs, agree continuous professional development (CPD) plans, and deliver targeted coaching and training.
- Support the Compliance function in maintaining accurate, up-to-date training materials, policies, and procedures, while contributing to the design and implementation of new learning content.
- 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 remotely.
- A good understanding and knowledge of relevant FCA rules.
- A good understanding of complaints procedures.
- A good understanding of other relevant legislation, including that related to financial crime and GDPR.
- A good understanding of updating policies and procedures.
- An in depth understanding of Training & Competency.
- Working knowledge of and be competent with Microsoft Applications.
- Qualified to at least QCF Level 4 or equivalent qualification, AF7, CF8 and ER1 preferred but not essential. (H15, JO7 or AF6 are desirable).
- Financial Planners
- Group Compliance
- Regional Manager
- Internal teams
- Travel required for team meetings/face to face adviser meetings
- Full-Time – 9am to 5pm with 1-hours lunch (35hours)
- 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 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
• - 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.
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Training and Competence Manager - North East in Gateshead employer: Titanwh
Titan Wealth is an exceptional employer, offering a dynamic work environment that encourages individual and team contributions to achieve better client outcomes. With a strong focus on employee growth, competitive compensation, and a commitment to inclusivity, Titan provides unique benefits such as hybrid working, generous annual leave, and support for further education, making it an attractive place for professionals seeking meaningful and rewarding careers in wealth management.
StudySmarter Expert Advice🤫
We think this is how you could land Training and Competence Manager - North East in Gateshead
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
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Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Titanwh. You never know who might be your next boss or a crucial contact!
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✨Tip Number 4: Apply Directly on Company Websites
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We think you need these skills to ace Training and Competence Manager - North East in Gateshead
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Titanwh and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Titanwh how you can be a team player!
How to prepare for a job interview at Titanwh
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Titanwh.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Titanwh's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
