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Training and Competency Manager, Bournemouth
Client: Fidarsi
Location: Bournemouth, United Kingdom
Job Category: Other
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
* Provide tools and support for employee role compliance through training
* Ensure investment managers hold appropriate qualifications for advising in specific asset classes
* Maintain CPD records and SPS renewals, liaising with training bodies and managers
* Manage relationships with training providers for in-house and online courses
* 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 checks
* Assist with annual appraisals for non-investment staff
* Coordinate new starter induction programs
* Manage internal and external online training programs
* Provide T&C Management Information for committee escalation
* Train team members for coverage during absences
* Undertake ad hoc projects as required
* Administer annual appraisals for SMCR compliance and recertification
* Organize and review annual compliance training and assessments
* Recruit and interview candidates, collaborating with managers
* Foster a coaching culture and design blended learning solutions
* Develop technical, behavioral, and leadership training programs
* Implement talent management and workforce gap analysis
* Stay updated on regulatory changes
* Maintain HRIS data accuracy
* Organize FCA training compliance
* Facilitate face-to-face classroom training
Required Skills and Experience:
* Ability to manage inter-departmental relationships and influence change
* 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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