Training and Competence Manager

🕒 vor 7 Tagen

🇬🇧 Vereinigtes Königreich – Remote

⏰ Vollzeit

🟡 Mittelstufe

🟠 Senior

📚 Personalentwickler

🇬🇧 UK-Skilled-Worker-Visum-Sponsor

info

🗣️🇺🇸🇬🇧 Englisch erforderlich

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Logo of Titan Wealth Holdings

Titan Wealth Holdings

201 - 500 Mitarbeiter

💼 Beratung

🛡️ Versicherung

💸 Finanzen

Consulting • Insurance • Finance

Titan Wealth Holdings ist ein in Großbritannien ansässiges Unternehmen, das auf diskretionäre Vermögensverwaltung, Vermögensmanagement und Asset-Management-Dienstleistungen spezialisiert ist. Das Unternehmen bietet qualitativ hochwertige Ausführungs- und Verwaltungsdienste für Investmentmanager und unabhängige Finanzberater (IFAs) an. Als aktiver Erwerber von Asset-Management-Firmen zielt Titan Wealth darauf ab, den Vermögensverwaltungssektor durch strategische Übernahmen und organisches Wachstum zu verbessern. Die Mission des Unternehmens ist es, innovative, integrierte Lösungen anzubieten, die den Vermögensverwaltungszyklus vereinfachen und die Effizienz verbessern.

Beschreibung

• 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.

🎯 Anforderungen

• 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.

🏖️ Vorteile

• 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!

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