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Training and Competency Manager, Warrington, Cheshire
Client: Fidarsi
Location: Warrington, Cheshire
Job Category: Other
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EU work permit required: Yes
Job Views: 4
Posted: 26.06.2025
Expiry Date: 10.08.2025
Job Description:
Fidarsi is partnering with an established Wealth Manager to recruit a Training and Competency Manager. This role involves supporting the HR team by managing the training and competency department.
Responsibilities include:
* Implement and oversee an effective Training & Competency Scheme
* Ensure employees have the necessary tools for compliance through proactive training support
* Ensure investment managers hold appropriate qualifications for advising on specific asset classes
* Maintain CPD records and SPS renewals, liaising with training bodies and managers
* Manage relationships with training providers and organize in-house and online training sessions
* Collaborate with HR, Compliance, and Suitability teams to maintain accurate training records
* Conduct annual competency assessments for investment managers
* Handle regulatory referencing, onboarding, and rescreening
* Assist with annual appraisals for non-investment staff
* Coordinate new starter induction programs
* Manage online training programs and monitor progress
* Provide management information for training committees
* Train team members to cover for absences
* Undertake ad hoc projects as needed
* Manage SMCR certification processes and annual FIT reviews
* Track compliance with mandatory training and certifications
* Participate in recruitment and hiring processes
* Promote a coaching culture and design blended learning solutions
* Develop leadership and technical training programs
* Implement talent management and workforce gap analysis
* Stay updated on regulatory changes
* Maintain HRIS system data accuracy
* Organize FCA-compliant training sessions
* Facilitate face-to-face classroom training
Requirements:
* Strong inter-departmental relationship management skills
* Excellent communication and organizational skills
* Ability to work independently and meet deadlines
* Knowledge of FCA regulations (TC, SYSC, COBs, APER, FIT)
* Previous experience in a similar role
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