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.