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Fidarsi is partnering with a fabulous HR team within an established Wealth Manager who is looking to recruit a Training and Competency Manager.
This is an opportunity to support the HR team by taking responsibility for the training and competency department.
Duties include:
* Implement, embed, and oversee an effective Training & Competency (T&C) Scheme.
* Ensure employees are provided with the tools to comply with all requirements of their roles through proactive and effective training support.
* Ensure investment managers hold appropriate qualifications to provide investment management advice in specific asset classes.
* Maintain Continued Professional Development (CPD) records and Statement of Professional Standards (SPS) renewals, liaising with relevant training bodies and investment managers to ensure seamless execution.
* Manage relationships with training bodies to arrange in-house training, CPD events, exam sittings, materials, and courses (both classroom and online).
* Work in partnership with HR, Compliance, and Suitability units to ensure training and regulatory records are accurately maintained in the firm’s systems.
* Prepare and deliver annual competency assessments to investment managers in a timely and effective manner.
* Carry out regulatory referencing, onboarding, and rescreening checks as needed.
* Assist with annual appraisals for non-investment employees.
* Work with HR to deliver new starter induction programmes.
* Manage the firm’s internal and external online training programmes, including delivery and monitoring through to completion.
* Provide effective T&C Management Information for escalation to relevant committees.
* Ensure other department members are trained to provide cover during holidays and absences.
* Undertake ad hoc projects as required by HR or Senior Management.
* Administer annual appraisals with the SMCR panel for Staff/AE Re-certification and SMFs.
* Organise, administer, and review the annual FIT process.
* Review, track, and document compliance with mandatory and non-mandatory training, continuing education, and assessments, including safety, anti-harassment, licensure, and exams.
* Recruit, interview, and facilitate hiring of qualified candidates, collaborating with managers to understand skills and competencies required.
* Create a coaching culture within the organization.
* Design blended learning solutions and a range of interventions, including technical, behavioral, and leadership programmes.
* Manage talent and develop promotional criteria for workforce development.
* Implement gap analysis for workforce planning.
* Keep abreast of upcoming regulatory changes.
* Maintain the HRIS system, ensuring data accuracy and currency.
* Organise training in accordance with FCA requirements.
* Facilitate face-to-face classroom training sessions.
Experience and skills required:
* Ability to manage inter-departmental relationships, influence, and deliver positive change.
* Excellent communication and organizational skills.
* Ability to work independently and meet tight deadlines.
* Working knowledge of relevant FCA regulations, including TC, SYSC, COBs, APER, and FIT.
* Previous experience in a similar role.
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