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Training & Competence Manager
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Training & Competence Manager
Leeds | Hybrid (3 days per week)
Up to £65,000 + Car Allowance + Bonus + Excellent Benefits
An exciting opportunity has arisen for an experienced Training & Competence Manager to join a leading financial services organisation. This is a key leadership role, responsible for overseeing the Training & Competence framework, developing a high-performing team, and ensuring adviser competence, regulatory compliance, and positive customer outcomes.
The Role
Reporting into the Head of Business Quality, you'll lead a team of T&C Supervisors, driving consistency in supervisory standards, competence assessments, and coaching. You'll use management information and data-driven insights to identify emerging risks, improve processes, and support continuous development across the business.
Key Responsibilities
- Lead, coach, and develop a team of T&C Supervisors.
- Oversee the delivery of the Training & Competence framework.
- Ensure consistency in competence assessments and supervisory decision-making.
- Use MI and data to identify trends, risks, and opportunities for improvement.
- Drive continuous improvement across T&C processes, technology, and governance.
- Produce meaningful management information to support business decisions.
- Maintain T&C policies, procedures, and supporting documentation.
- Work closely with Compliance, Risk, Operations, and senior stakeholders to deliver strong customer and regulatory outcomes.
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About You
To be successful, you'll have:
- Level 4 Diploma in Financial Planning (essential).
- Significant experience within a regulated financial advice environment.
- Previous Training & Competence experience.
- Proven experience leading, coaching, and developing teams.
- Strong understanding of FCA Training & Competence requirements and Consumer Duty.
- Excellent analytical skills with the ability to interpret management information and identify emerging risks.
- A collaborative leadership style with a passion for developing people and improving standards.
- Supervisory qualification (J07/H15 or equivalent) is desirable but not essential.
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Package
- Salary up to £65,000
- £4,236 annual car allowance
- Annual bonus
- Hybrid working (3 days per week in Leeds)
- Generous pension contribution
- Private medical options and flexible benefits
- 27 days annual leave plus bank holidays, with the option to purchase additional leave
- Life assurance, income protection, and critical illness cover
If you're looking for your next leadership opportunity within Training & Competence and want to make a real impact in a forward-thinking financial services organisation, we'd love to hear from you.
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