Training and Competence Manager

🕒 July 27

🇬🇧 United Kingdom – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

📚 Learning and Development

🇬🇧 UK Skilled Worker Visa Sponsor

This company has sponsored UK Skilled Worker visas in the past.

Apply Now

Find Similar Remote Jobs

Set Up Email Alert For New Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

Titan Wealth Holdings

WebsiteLinkedInAll Job Openings

201 - 500 employees

💼 Consulting

🛡️ Insurance

💸 Finance

Consulting • Insurance • Finance

Titan Wealth Holdings is a UK-based company specializing in discretionary fund management, wealth management, and asset management services. The company provides high-quality execution and administration for investment managers and independent financial advisors (IFAs). As an active acquirer of asset management firms, Titan Wealth aims to enhance the wealth and asset management sector through strategic acquisitions and organic growth. The company's mission is to offer innovative, integrated solutions that streamline and improve the efficiency of the wealth management cycle.

📋 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.

🎯 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.

🏖️ 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!