Job Description
Training & Competency (T&C) ManagerLocation: Hybrid (2 days in-office, 3 days from home)Contract: Full-time | PermanentSalary: Up to £80,000 basic salary + discretionary bonus and excellent benefits
We’re working with a national financial planning, wealth management, and employee benefits organisation with multiple offices across the UK and a fantastic reputation for delivering tailored, high-quality services to both individual and corporate clients.
As a Training & Competency Manager, you will play a key role in ensuring the continued development, performance, and regulatory compliance of a growing adviser population. This is a strategic and hands-on role, ideal for someone who thrives in a collaborative, fast-paced, and regulated environment.
Key Responsibilities
* Lead the implementation and ongoing management of the T&C scheme across the business
* Monitor adviser performance and competence, supporting with coaching and development
* Conduct observations, file reviews, and manage risk-based T&C activities
* Provide guidance to advisers and managers on regulatory expectations and professional development
* Collaborate with compliance, operations, and senior stakeholders to maintain a culture of excellence and accountability
What We’re Looking For
* Proven experience in a T&C role within financial services
* Strong knowledge of FCA regulatory frameworks and advice processes
* Excellent communication and interpersonal skills
* A proactive, supportive, and pragmatic approach to managing competence and development
* Level 4 Diploma in Financial Planning (or equivalent) is essential
Package
* Competitive salary up to £80,000 plus discretionary bonus
* Hybrid working - 2 days in the office, 3 from home
* 25 days holiday plus bank holidays, with options to buy or sell additional days
* Group Life Assurance (4x salary)
* 5% employer pension contribution
* Private Medical Insurance
* Group Income Protection
* Many additional benefits, including wellbeing, lifestyle, and financial perks
This is a fantastic opportunity to join a business that truly invests in its people, supports progression, and delivers real value to both clients and employees.
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