Training and Competence Manager, Coventry
Client: Clayton Davies
Location: Coventry, United Kingdom
Job Category: Other
EU work permit required: Yes
Job Views: 2
Posted: 22.08.2025
Expiry Date: 06.10.2025
Job Description:
Training and Competency Manager
Home Based
Our client, a leading wealth management firm dedicated to delivering tailored financial solutions and exceptional service to their clients, is looking for a T&C Manager to join their team. The role involves supporting the development, supervision, and ongoing competence of financial advisers, ensuring regulatory standards are met while fostering professional excellence. This position is key to maintaining the integrity of their advice model through proactive supervision and structured training.
Role & Responsibilities:
* Supervise and support a portfolio of advisers in line with the firm’s T&C scheme and FCA requirements.
* Conduct observations, coaching, and formal assessments of advisers.
* Monitor KPIs and risk indicators to identify training needs.
* Lead induction training for new advisers and support ongoing development.
* Collaborate with Compliance, Risk, and Learning & Development teams for governance and continuous improvement.
* Provide MI reporting and contribute to audits and regulatory reviews.
* Promote a culture of ethical advice and continuous learning.
Requirements:
* Proven experience in a T&C related role.
Note: Due to high application volume, not all applicants will be contacted. If you are not contacted within 7 working days, you have not been shortlisted.
Clayton Davies acts as an employment agency on behalf of the client.
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