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.

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

Training and Competence Manager

Key skills