Training and Competence Manager

🕒 Maio 22

🇬🇧 Reino Unido – Remoto (RU)

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

👔 Gerente

🇬🇧 Patrocina Visto de Trabalhador Qualificado UK

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Titan Wealth Holdings

SiteLinkedInTodas as Vagas

201 - 500 funcionários

💸 Finanças

💳 Fintech

Finance • Fintech

A Titan Wealth Holdings é uma empresa sediada no Reino Unido especializada em gestão discricionária de fundos, gestão de patrimônio e serviços de gestão de ativos. A empresa fornece execução e administração de alta qualidade para gestores de investimentos e consultores financeiros independentes (IFAs). Como uma compradora ativa de empresas de gestão de ativos, a Titan Wealth visa aprimorar o setor de gestão de patrimônio e ativos por meio de aquisições estratégicas e crescimento orgânico. A missão da empresa é oferecer soluções inovadoras e integradas que simplificam e melhoram a eficiência do ciclo de gestão de patrimônio.

Descrição

• 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.

🎯 Requisitos

• 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. • An strong understanding of updating policies and procedures. • An in depth understanding of Training & Competency. • Working knowledge of and be competent with Microsoft Applications

🏖️ Benefícios

• 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!