ESSENTIAL SKILLS AND EXPERIENCE:

• Minimum Level 4 qualification in Regulated Financial Planning.
• Proven experience in financial services training, competence, or supervision roles.
• Strong organisational skills with excellent attention to detail.
• Ability to analyse information and make evidence-based decisions.
• Confident coaching and training skills, delivered one-to-one, in groups, and remotely.
• Skilled in building rapport and influencing a variety of stakeholders.
• Committed to high standards of conduct and achieving excellent customer outcomes.

DESIRABLE SKILLS AND EXPERIENCE:

• Level 3 training and/or supervisory qualification (e.g., AF6, J07).
• Experience using Intelliflo or similar CRM systems.
• Knowledge of retail mortgages.
• Experience supervising pension transfer specialists.

ABOUT THE ROLE:

We are seeking an experienced Training & Competence Officer to join our Financial Planning team. In this role, you will ensure our Financial Planners are competent, confident, and capable of delivering excellent customer outcomes while fully complying with regulatory requirements and Attivo’s internal policies. You will be responsible for supervising, assessing, and coaching Financial Planners, managing training records, and supporting their professional development through our Training & Competence (T&C) Scheme.

KEY RESPONSIBILITIES INCLUDE:

• Conduct mandatory observations, including live and recorded meeting reviews, in line with the T&C Scheme.
• Complete periodic competency assessments and validate Financial Planner competency via Competent Adviser Sign-Off forms.
• Prepare, deliver, and review Personal Development Plans (PDPs), maintaining accurate records on HR / T&C systems.
• Conduct Training Needs Analysis (TNA) to identify individual and team development requirements.
• Review CPD records quarterly and highlight any gaps or shortfalls.
• Review and assess Fit & Proper declarations, escalating issues as required.
• Produce quarterly KPI dashboards for senior stakeholders.
• Support the delivery of knowledge, skills, and capability training sessions, both in-person and remotely.
• Provide coaching to support skills development and regulatory compliance.
• Liaise with internal stakeholders to ensure smooth delivery of the T&C Programme.
• Ensure timely completion of onboarding T&C activities for new Financial Planners, including competency sign-off and licensing.