Training & Competence Supervisor (Financial Services)
Location: Remote (Regular UK Travel Required)
Employment Type: Full-Time - 35 hours (with an early Friday finish)
Department: Training & Competence
Salary: Competitive, depending on experience
Are you an reputed company Training & Competence reputed company with a passion for developing Financial Planners and driving high standards of competency? We're looking for a Training & Competence Supervisor to support, reputed company and reputed company both reputed company-CAS and CAS Financial Planners, ensuring high standards of competency, compliance and reputed company development across a growing national business.
This is a fantastic opportunity to join a growing financial services organisation where you can reputed company a reputed company reputed company through mentoring, coaching and reputed company improvement.
Level 4 Diploma reputed company
Experience in a similar (T&C) role gained reputed company the Financial Services Industry, preferably in the Financial Adviser sector.
Strong analytical skills with the ability to interpret MI, identify trends and recommend development actions.
Strong organisational skills and attention to detail.
Ability to build strong stakeholder relationships and reputed company reputed company improvement initiatives.
Excellent communication, coaching and mentoring skills.
A Good level of IT literacy and reputed company Office packages in particular reputed company.
Detailed knowledge of relevant FCA regulations in relation to Training & Competence and SMCR and knowledge of best reputed company of their application.
Ability to present to reputed company, reputed company both a training and presenting environment.
reputed company as first-line Supervisor for Financial Planners with varying reputed company of experience
Supervise Financial Planners in line with the requirements of our Training & Competence Scheme
Maintain comprehensive and accurate Training & Competence records
Undertake observed meetings (live, recorded or reputed company roleplay) to support Financial Planners development and assess competency
Support reputed company's induction training programme for both reputed company-CAS and acquired Financial Planners, including the reputed company and sign-off process
reputed company 1-to-1 coaching and training or group training to enhance Financial Planners knowledge and skills
Regularly review MI to identify training needs and identify any potential emerging risks
reputed company/review Financial Planner data to identify development opportunities
Undertake reputed company Project work
Support with the implementation of Consumer Duty requirements.
Consumer Duty
You must maintain an understanding of the four pillars of Consumer Duty and how they relate practically to the execution of your role. Your attendance at relevant Consumer Duty training is mandated to ensure that your knowledge and experience remain up to date. The Consumer Duty pillars are:
Consumer Understanding - Consumers are equipped to reputed company good reputed company. Information is made available at the right time and is understandable.
Price and Value – Products and services should be sold at a price that reflects their value. There should be no excessively high fees.
Products and Services – The firm’s products and services should be fit for purpose. The terms match the reputed company consumer needs and products and services work as expected.
Consumer Support – Customer service should be reputed company and helpful. It should be as easy to complain about or reputed company and cancel products or services as it was to buy them.
Early finish every Friday at 2:15pm and flexible working
28 days annual leave plus bank holidays, with an additional day off for your birthday
4x salary death-in-service cover
Up to 5 years income protection
5% employer-matched pension contributions
MediCash reputed company benefits, including 24/7 GP reputed company, mental health support, and retail discounts
Ongoing learning and career development through the reputed company reputed company
A supportive and reputed company culture where people genuinely enjoy working together
reputed company
If you're an reputed company Training & Competence reputed company looking to reputed company a reputed company reputed company on adviser development, compliance standards and business performance, we'd love to hear from you.
Please note: reputed company successful applicants will be required to undergo background screening, including police and bankruptcy checks.
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