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Training and Competency Manager, Basildon
Client: Fidarsi
Location: Basildon, 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's HR team to recruit a Training and Competency Manager. This role involves supporting the HR team by overseeing the training and competency department.
Responsibilities include:
* Implement and oversee an effective Training & Competency scheme
* Ensure employees have the necessary tools and training to meet role requirements
* Ensure investment managers hold appropriate qualifications for advice 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 external training, exams, and courses
* Collaborate with HR, Compliance, and Suitability teams to maintain accurate training and regulatory 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 relevant committees
* Train team members to cover absences
* Undertake ad hoc projects as required
* Administer annual SMCR and FIT processes
* Track and document mandatory and non-mandatory training and assessments
* Recruit and interview candidates for open positions
* Promote a coaching culture and design blended learning solutions
* Develop learning interventions, including technical and leadership programs
* Implement talent management and workforce gap analysis
* Stay updated on regulatory changes
* Maintain HRIS system data accuracy
* Organize FCA training compliance
* Facilitate face-to-face classroom training
Required skills and experience:
* Ability to manage inter-departmental relationships and influence positive change
* Excellent communication and organizational skills
* Ability to work independently and meet deadlines
* Knowledge of FCA regulations including TC, SYSC, COBs, APER, and FIT
* Experience in a similar role
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