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Training & Competency (T&C) ManagerLocation: Hybrid (2 days in-office, 3 days from home)Contract: Full-time | PermanentSalary: Up to £80,000 basic salary + discretionary bonus and excellent benefits
We’re working with a national financial planning, wealth management, and employee benefits organisation with multiple offices across the UK and a fantastic reputation for delivering tailored, high-quality services to both individual and corporate clients.
As a Training & Competency Manager, you will play a key role in ensuring the continued development, performance, and regulatory compliance of a growing adviser population. This is a strategic and hands-on role, ideal for someone who thrives in a collaborative, fast-paced, and regulated environment.
Key Responsibilities
- Lead the implementation and ongoing management of the T&C scheme across the business
- Monitor adviser performance and competence, supporting with coaching and development
- Conduct observations, file reviews, and manage risk-based T&C activities
- Provide guidance to advisers and managers on regulatory expectations and professional development
- Collaborate with compliance, operations, and senior stakeholders to maintain a culture of excellence and accountability
What We’re Looking For
- Proven experience in a T&C role within financial services
- Strong knowledge of FCA regulatory frameworks and advice processes
- Excellent communication and interpersonal skills
- A proactive, supportive, and pragmatic approach to managing competence and development
- Level 4 Diploma in Financial Planning (or equivalent) is essential
Package
- Competitive salary up to £80,000 plus discretionary bonus
- Hybrid working - 2 days in the office, 3 from home
- 25 days holiday plus bank holidays, with options to buy or sell additional days
- Group Life Assurance (4x salary)
- 5% employer pension contribution
- Private Medical Insurance
- Group Income Protection
- Many additional benefits, including wellbeing, lifestyle, and financial perks
This is a fantastic opportunity to join a business that truly invests in its people, supports progression, and delivers real value to both clients and employees.
