Perspective Financial Group
Adviser Competency Manager (Trainee)
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Trainee Adviser Competence Manager
We are looking for an ambitious and motivated individual to join our Adviser Competency team as a Trainee Adviser Competence Manager. This is an excellent opportunity for someone with a strong background in financial planning who is looking to develop a career within Training & Competence (T&C).
Essential Requirements
- Level 4 Diploma qualified or close to completion.
- Experience within Financial Services.
- Strong knowledge of pensions, investments, and protection.
- Excellent communication and interpersonal skills.
- Interest in coaching and developing others.
- Flexibility to travel when required
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Desirable Requirements
- Knowledge of FCA Training & Competence requirements.
- Previous mentoring or coaching experience.
- J07, AF6, or H15 qualifications.
Responsibilities
- Support supervision of Financial Planners across multiple regions.
- Ensure planners are supervised in line with the Group Competency Scheme.
- Participate in competency assessments, role plays, and live observations.
- Provide feedback and coaching following observations and assessments.
- Support delivery of new entrant training and learning interventions.
- Work with Regional Managers and Principals to support progression to CAS and beyond.
- Analyse KPIs and identify development opportunities.
- Promote a client-centric culture and share best practice.
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Benefits
- 25 days holiday (rising with length of service) plus Bank Holidays, Birthday Leave, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare, and Extras Discount shopping discounts.
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