Titan Wealth Holdings is hiring a
Training and Competence Manager

Summary

The job is for a Training and Competence Manager at Titan Wealth Holdings Limited. The role involves supervising Financial Planners, delivering training, ensuring compliance with relevant legislation, and promoting a client-centric culture. The business is growing and offers opportunities for new talent due to a recent acquisition.

Requirements

• Qualified to at least QCF Level 4 or equivalent qualification (H15, JO7 or AF6 are desirable)
• Experienced working in a Training & Competence role within the Financial Services sector supervising Financial Planners in all areas (Pensions, Investments and Protection) with a deep understanding of Financial Planning and a client centric approach
• Experience of providing effective Coaching
• A good understanding and knowledge of relevant FCA rules
• A good understanding of complaints procedures
• A good understanding of other relevant legislation, including that related to financial crime and GDPR
• A good understanding of updating policies and procedures
• Working knowledge of and be competent with Microsoft Applications

Responsibilities

• Act as first line Supervisor to Financial Planners of varying experience
• Ensure that Financial Planners within your span of control are supervised in accordance with the Group T&C Scheme
• Deliver new entrant training and other training interventions as required
• Work closely with the Training & Development Team to fulfil the objectives of each Trainee through to CAS and beyond
• Undertake Role Plays, Live Observations and Competency Assessments and provide feedback to Planners
• Assessment of KPIs to identify development areas, agree CPD and deliver appropriate coaching and training to support and help develop Planners
• Assist Group Compliance with ensuring that training material is kept up to date and with the development of new material as required
• Ensure the ongoing competency of T&C Supervisors
• Promote and display the client-centric culture of the business
• Proactively share best practice

Benefits

• Private Medical Insurance
• Employee Pension Scheme
• 24 days Annual Leave
• Dental Insurance
• Life Assurance
• Health cash plan
• And lots of flexible benefits to choose from!