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Training and Competence Manager, Warrington, Cheshire
Client: Clayton Davies
Location: Warrington, Cheshire
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 upholding and enhancing the quality and capability of their adviser population.
The T&C Manager will support the development, supervision, and ongoing competence of financial advisers. Responsibilities include ensuring regulatory standards are met and fostering a culture of professional excellence. This position is key to maintaining the integrity and effectiveness of their advice model through proactive supervision and structured training.
Role & Responsibilities:
* Supervise and support advisers in line with the firm’s T&C scheme and FCA requirements.
* Conduct observations, coaching, and 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 reviews.
* Promote ethical advice and continuous learning within the adviser community.
Requirements:
* Proven experience in a T&C related role.
Due to high application volume, not all applicants will receive responses. 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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