We have a fantastic opportunity for a Training and Competence Manager to join our growing and ambitious team, reporting directly to the Senior Training & Competence Manager. In this role you will be provided with the opportunity to join a growing business and play a key role in developing Trainee Financial Planners to reach competent adviser status (CAS), competency assessment of Financial Planners that join Perspective via acquisitions and the monitoring of ongoing competency of CAS Planners under your supervision.
Office: Perspective Financial Group Ltd
Location: Home Based
Hours: Monday – Friday 9am to 5pm with a one-hour break (35 hours)
Salary: Competitive, dependant on experience and qualifications (available upon request)

JOB REQUIREMENTS

You will already be experienced working in a Training & Competence role withing the financial Services sector and will need to be motivated, friendly and professional at all times and able to hold conversations with third parties, representing the company in a professional manner.

You will also be:

• Qualified to at least QCF Level 4.
• H15, JO7 or AF6 are Desirable.
• You will have 5 years knowledge and experience in a T&C 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.
• You will have experience of providing effective Coaching.
• You will be able to demonstrate a thorough knowledge and understanding of FCA T&C regulations.
• You will possess a high level of written and verbal communication skills with the ability to influence at a high level.
• You will be approachable, supportive and professional at all times.
• You will be able to manage and prioritise workloads whilst balancing the needs of the business against regulatory requirements.
• You will be able to demonstrate good judgement, decision-making skills, organisational skills and attention to detail.
• You will have a working knowledge of and be competent with Microsoft Applications.
• You will have the ability to travel across the UK.

The key duties of the role are:

• Act as first line Supervisor to Financial Planners of varying experience, based in varying locations.
• Ensure that Financial Planners within your span of control are supervised in accordance with the Group T&C Scheme.
• Deliver new entrant training and other training interventions as required.
• Work closely with office Principles / Regional Managers to fulfil the objectives of each Trainee through to CAS and beyond.
• Undertake Role Plays, Live Observations and Competency Assessments and provide feedback to Planners.
• Assessment of KPIs to identify development areas, agree CPD and deliver appropriate coaching and training to support and help develop Planners.
• Assist Group Compliance with ensuring that training material is kept up to date and with the development of new material as required.
• Ensure the ongoing competency of T&C Supervisors.
• Promote and display the client-centric culture of the business
• Proactively share best practice.

Due to the nature of the business, the role may also include additional responsibilities considered reasonable.