Training and Competence Manager
other jobs Clayton Davies Ltd
Added before 2 Days
- England,West Midlands,Birmingham
- Full Time, Permanent
- £60,000 - £70,000 per annum
Job Description:
HOME BASED WITH TRAVEL AS/WHEN REQUIRED
Our client, a leading wealth management firm dedicated to delivering tailored financial solutions and exceptional service to their clients, are looking for a T&C Manager to join their team and play a key role in upholding and enhancing the quality and capability of their adviser population.
The T&C Manager will be responsible for supporting the development, supervision, and ongoing competence of their financial advisers. You’ll ensure regulatory standards are met while fostering a culture of professional excellence. This role is central to maintaining the integrity and effectiveness of their advice model through proactive supervision and structured training.
Role & Responsibilities:
*Supervise and support a portfolio of advisers in line with the firm’s T&C scheme and FCA requirements.
*Conduct observations, one-to-one coaching, and formal assessments of advisers.
*Monitor Key Performance Indicators (KPIs) and risk indicators to identify training needs or areas requiring development.
*Lead induction training for new advisers and provide ongoing development support.
*Collaborate with Compliance, Risk, and Learning & Development teams to ensure robust governance and continuous improvement of the T&C framework.
*Promote a culture of ethical advice and continuous learning across the adviser community.
Do you have the following to apply?
*Level 4 Diploma in Financial Planning (or equivalent) – essential.
*Proven experience in a T&C related role.
Due to the high volume of applications received we are unable to respond to everyone directly. If you are not contacted within 7 working days, you have unfortunately not been shortlisted.
Clayton Davies is acting as an employment agency on behalf of our client.
Our client, a leading wealth management firm dedicated to delivering tailored financial solutions and exceptional service to their clients, are looking for a T&C Manager to join their team and play a key role in upholding and enhancing the quality and capability of their adviser population.
The T&C Manager will be responsible for supporting the development, supervision, and ongoing competence of their financial advisers. You’ll ensure regulatory standards are met while fostering a culture of professional excellence. This role is central to maintaining the integrity and effectiveness of their advice model through proactive supervision and structured training.
Role & Responsibilities:
*Supervise and support a portfolio of advisers in line with the firm’s T&C scheme and FCA requirements.
*Conduct observations, one-to-one coaching, and formal assessments of advisers.
*Monitor Key Performance Indicators (KPIs) and risk indicators to identify training needs or areas requiring development.
*Lead induction training for new advisers and provide ongoing development support.
*Collaborate with Compliance, Risk, and Learning & Development teams to ensure robust governance and continuous improvement of the T&C framework.
*Promote a culture of ethical advice and continuous learning across the adviser community.
Do you have the following to apply?
*Level 4 Diploma in Financial Planning (or equivalent) – essential.
*Proven experience in a T&C related role.
Due to the high volume of applications received we are unable to respond to everyone directly. If you are not contacted within 7 working days, you have unfortunately not been shortlisted.
Clayton Davies is acting as an employment agency on behalf of our client.
Job number 3421076
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Company Details:
Clayton Davies Ltd
Company size: 1–4 employees
Industry: Recruitment Consultancy
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