Titan Wealth Holdings Limited - Training and Competence Manager
Requirements
• Current experience 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. • Working knowledge of relevant FCA rules. • A solid understanding of complaints procedures. • A good understanding of other relevant legislation, including that related to financial crime and GDPR. • An strong understanding of updating policies and procedures. • An in depth understanding of Training & Competency. • Working knowledge of and be competent with Microsoft Applications • Essential: Qualified to at least QCF Level 4 or equivalent qualification • AF7, CF8 and ER1 preferred but not essential. (H15, JO7 or AF6 are desirable). • Key Interfaces (Internal and External) • Financial Planners • Group Compliance • Regional Manager • Other information • Travel required for team meetings/face to face adviser meetings • Commercial Awareness • Team contribution • Professionalism • Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of: • Creativity – we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors. • Commitment – we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile. • Collaboration – we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement.
Responsibilities
• To act as first line Supervisor to Financial Planners of varying experience, based in varying locations. • 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 as required, 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 own ongoing competency. • Promote and display the client-centric culture of the business. • Proactively share best practice. Experience, skills and key requirements.
Benefits
• Private Medical Insurance post probation • Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) • 25 days Annual Leave (plus buy and sell up to 5 days) • Office Christmas close (3-days) • Life Assurance • Health cash plan • Hybrid working • Discretionary performance related bonus • Employee Assistance Programme • Lunch and snacks provided in the Bristol office. • And lots of flexible benefits to choose from! • The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities. • We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
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