Job Description
⭐️ Training and Competency Manager
📍 South West
💰 c.£65,000 + Benefits
Our client, a leading wealth management firm dedicated to delivering tailored financial solutions and exceptional service to their clients, are looking for a T&C Manager to join their team and play a key role in upholding and enhancing the quality and capability of their adviser population.
The T&C Manager will be responsible for supporting the development, supervision, and ongoing competence of their financial advisers. You’ll ensure regulatory standards are met while fostering a culture of professional excellence. This role is central to maintaining the integrity and effectiveness of their advice model through proactive supervision and structured training.
Role & Responsibilities: 📋
1. Supervise and support a portfolio of advisers in line with the firm’s T&C scheme and FCA requirements.
2. Conduct observations, one-to-one coaching, and formal assessments of advisers.
3. Monitor Key Performance Indicators (KPIs) and risk indicators to identify training needs or areas requiring development.
4. Lead induction training for new advisers and provide ongoing development support.
5. Collaborat...