Titan Wealth Holdings Limited
Training and Competence Manager - North East
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The Titan Group
The Titan Group provides a broad range of services across the whole wealth value chain – from financial planning, investment management through to platform, trading, settlement, and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. As part of this, Titan is also an active acquirer of UK-based asset managers and other wealth-related businesses.
Due to this, Titan Wealth is expanding rapidly through strategic acquisitions, offering a unique combination of start-up energy and the security of private equity backing. It’s an inspiring time to join the team!
Titan Wealth Planning (TWP) is a subsidiary of Titan Wealth. Our focus is providing best-in-class advice on wealth management, employee benefits, and retirement planning. Our mission is to help businesses and their employees explore, set, and achieve their financial goals.
Role Purpose
This hybrid/remote role is based in the North East, with national travel required for meetings, face-to-face 1:1s with risk-rated advisers, and occasional visits to Titan Wealth offices to collaborate with colleagues.
The primary purpose of the role is to develop and support Trainee Financial Planners within the Bionic Remote Advice Team, helping them progress to Competent Adviser Status (CAS) through structured coaching, assessment, and ongoing development. The role is also responsible for overseeing the ongoing competency and performance of CAS Financial Planners within the supervision framework, ensuring high professional and regulatory standards are maintained.
Working closely with advisers, support teams, and key stakeholders, you will help ensure compliance with all relevant regulatory requirements, internal policies, and industry best practice. You will contribute to the operation of effective systems and controls that identify, manage, and mitigate business risks, while promoting a positive culture of competence, continuous improvement, and professional development across the business.
The successful candidate will build strong, collaborative relationships with advisers and support staff, fostering a supportive environment that enables individuals to develop their skills, deliver excellent client outcomes, and uphold Titan Wealth's standards of professionalism and compliance.
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Responsibilities
- Act as the primary Training & Competence (T&C) Supervisor for Financial Planners across multiple locations and levels of experience.
- Ensure all Financial Planners within your remit are supervised in line with the Group Training & Competence Scheme, regulatory requirements, and internal standards.
- Deliver new to role, new entrant training to inexperienced Planners operating within a Restricted model and other training interventions as required.
- Partner closely with the Training & Development team to support advisers throughout their development journey, from onboarding through to Competent Adviser Status (CAS) and ongoing professional growth.
- Conduct role plays, live observations, competency assessments, and file reviews, providing clear, constructive feedback to support performance improvement.
- Analyse key performance indicators (KPIs) and competency outcomes to identify development needs, agree continuous professional development (CPD) plans, and deliver targeted coaching and training.
- Support the Compliance function in maintaining accurate, up-to-date training materials, policies, and procedures, while contributing to the design and implementation of new learning content.
- Ensure own ongoing competency.
- Promote and display the client-centric culture of the business.
- Proactively share best practice.
Experience, Skills and Key Requirements
Critical Skills and Experience Required
- 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 remotely.
- A good understanding and knowledge of relevant FCA rules.
- A good understanding of complaints procedures.
- A good understanding of other relevant legislation, including that related to financial crime and GDPR.
- A good understanding of updating policies and procedures.
- An in-depth understanding of Training & Competency.
- Working knowledge of and be competent with Microsoft Applications.
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Essential Qualifications
- Qualified to at least QCF Level 4 or equivalent qualification, AF7, CF8, and ER1 preferred but not essential. (H15, JO7, or AF6 are desirable).
Key Interfaces (Internal and External)
- Financial Planners
- Group Compliance
- Regional Manager
- Internal teams
Other Information
- Travel required for team meetings/face-to-face adviser meetings
- Full-Time – 9am to 5pm with 1-hour lunch (35 hours)
Key Behaviours
- Commercial Awareness
- Innovation
- Collaboration
- Team contribution
- Professionalism
Our Employees
Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of:
- Creativity – we recognise we need new ways of thinking, learning, and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors.
- Commitment – we are a team with the willingness to put time, effort, and energy into driving change in the organisation, going the extra mile.
- Collaboration – we need teamwork amongst ourselves and with partners to generate more innovative, efficient, and effective solutions and thereby a greater sense of achievement.
Some of Our Benefits
- Competitive salary
- Private Medical Insurance post probation
- Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)
- 25 days Annual Leave (plus buy and sell up to 5 days)
- Office Christmas close (3-days)
- Life Assurance
- Health cash plan
- Hybrid working
- Discretionary performance-related bonus
- Employee Assistance Programme
- And lots of flexible benefits to choose from!
Diversity and Inclusion
The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities, and other job-related activities.
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