Training and Competence Manager

🕒 il y a 8 jours

🇬🇧 Royaume-Uni – Télétravail

⏰ Temps Plein

🟡 Intermédiaire

🟠 Senior

📚 Formation et Développement

🇬🇧 Parrain de Visa de Travailleur Qualifié UK

Cette entreprise a parrainé des visas de Travailleur Qualifié du Royaume-Uni par le passé.

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Titan Wealth Holdings

Site WebLinkedInTous les Emplois

201 - 500 employés

💼 Conseil

🛡️ Assurance

💸 Finance

Consulting • Insurance • Finance

Titan Wealth Holdings est une entreprise britannique spécialisée dans la gestion discrétionnaire de fonds, la gestion de patrimoine et les services de gestion d'actifs. L'entreprise fournit des services d'exécution et d'administration de haute qualité aux gestionnaires d'investissements et conseillers financiers indépendants (IFAs). En tant qu'acquéreur actif de sociétés de gestion d'actifs, Titan Wealth vise à améliorer le secteur de la gestion de patrimoine et d'actifs grâce à des acquisitions stratégiques et une croissance organique. La mission de l'entreprise est d'offrir des solutions intégrées et innovantes qui simplifient et améliorent l'efficacité du cycle de gestion de patrimoine.

Description

• 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.

🎯 Exigences

• 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.

🏖️ Avantages

• 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!