Switch Recruitment Services Ltd
T&C Manager
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We are pleased to be working with a national and rapidly expanding wealth management and employee benefits organisation.
Owing to this growth, our client is 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 and Midlands.
Responsibilities:
- Supervise and support Financial Planners / IFA’s of varying experience, based in multiple locations.
- Carry out observations and Competency Assessments as required.
- Undertake role plays and provide feedback to Financial Planners to aid improvement.
- Assist in the development and delivery of training material.
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Experience:
- Demonstrable experience within a training / coaching / T&C role within a Financial Services, Wealth Management, or private client organisation.
- Qualified to Level 4 Diploma, and ideally hold advanced qualifications.
- Strong stakeholder management experience – particularly a collaborative, partnering approach.
- Experience of training and developing financial advisers within a regulated environment.
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Whilst this is a remote role, candidates need to be based in the East of England or East Midlands, or be prepared to travel to these regions as required.
In return, our client is looking to offer a competitive basic salary and package. The role also offers full flexibility in terms of remote working, although regular travel will be required.
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