Jobs

    Training and Competence Manager - Bristol (City Centre), United Kingdom - Clayton Davies Ltd

    Clayton Davies Ltd
    Clayton Davies Ltd Bristol (City Centre), United Kingdom

    2 days ago

    Default job background
    Full time
    Description
    Job Description:

    A highly respected Financial Advisory firm is looking for a T&C Manager to join the business. You will support their Financial Advisers on all aspects of training and competency.

    The role will involve taking responsibility for the following;
    • Managing induction and supervision of new entrants
    • Deliver new entrant training and other training interventions as required
    • Provision of technical, supervisory and compliance support to new and existing advisers
    • Ensure IFAs undertake appropriate levels of CPD tailored to learning needs and which meets minimum regulatory requirements
    • Collating data and recording results on the system, identification, and reporting of trends by the adviser or firm level
    • Providing appropriate feedback both written and verbal to individual advisers
    • Liaison with colleagues within the firm across the training and competency functions where necessary
    • Investigate areas of underperformance, report findings and recommended remedial action
      Key Requirements:
      • A background in financial services training and competence, ideally 5 years plus
      • Level 4 Diploma qualified, preferably with AF6/J07 or working towards this or an equivalent qualification
      • Previous experience in a Field Supervisor role
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