Training & Competence Manager

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 Servi...