Training & Competence Lead for Financial Planners (Hybrid)

AnaVation LLC; England; Hybrid; GBP 45,000 - GBP 65,000; Full time

Job summary

A leading wealth management firm is seeking a Supervisor for Trainee Financial Planners. This role involves supervising a diverse group of Planners, ensuring compliance with regulations, and delivering training interventions to help develop skills. The ideal candidate will have robust experience in the Financial Services sector and excellent coaching abilities. A competitive salary, hybrid working options, and attractive employee benefits, including a pension scheme and annual leave, are offered in this inclusive workplace.

Benefits

Competitive salary

Attractive Employee Pension Scheme

25 days Annual Leave

Private medical insurance

Further education and training support

Discretionary performance-related bonus

Qualifications

• Experience in a Training & Competence role supervising Financial Planners.
• Knowledge of FCA rules and complaints procedures.
• Understanding of financial crime and GDPR legislation.

Responsibilities

• Supervise Financial Planners and ensure compliance with regulations.
• Deliver training and assess competencies of new Financial Planners.
• Provide feedback and support development for Planners.

Skills

Training & Competence experience

Financial Planning knowledge

Coaching abilities

Client-centric approach

Microsoft Applications proficiency

Education

QCF Level 4 or equivalent

Job description

A leading wealth management firm is seeking a Supervisor for Trainee Financial Planners. This role involves supervising a diverse group of Planners, ensuring compliance with regulations, and delivering training interventions to help develop skills. The ideal candidate will have robust experience in the Financial Services sector and excellent coaching abilities. A competitive salary, hybrid working options, and attractive employee benefits, including a pension scheme and annual leave, are offered in this inclusive workplace.