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Back to jobs Training and Competence Manager
  • Rochester, Kent
  • £30,000 to £35,000
  • (Permanent)
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Salary £30,000 - £35,000 (depending on experience)

This company is set up to make pension savings advice clearer, easier and more convenient for clients. As a result, they have developed a way of doing things that is different to most, if not all, other independent financial advisers: where they do all of the hard work for their clients. By February 2018 they were helping over 14,000 people and the pension savings they manage are now in excess of £½ billion. They are very proud of that.

Purpose of the role
To assist the Head of Compliance in ensuring staff competency through appropriate training.

Role Responsibilities
- Oversee and manage the Training and Competence Team
- Ensure staff are provided with training for new compliance policies and procedures
- Set and monitor training and competence standards/schemes across the company for different role profiles
- Oversee Approved Persons training & competence including the introduction of the Senior Management & Certification Regime
- Assist the Head of Compliance with any projects or tasks
- Produce a monthly report for the Head of Compliance
- Study towards completing CII qualifications

What are they looking for?
Essential:
- Knowledge of the relevant regulations and legislation
- Previous experience in a financial services firm or training & competence role
- Strong attention to detail
- Excellent communication skills (verbal and written)
- Strong interpersonal skills
- Effective organisation and time management
- Ability to interpret and analyse information
- Good research skills

Desirable:
- Educated to degree level in a relevant subject (Law or Business)
- Level 4 Financial Adviser Diploma Qualified (or working towards this)
- Previous experience in compliance management

What do they offer?
- Full training for the role
- CII qualifications
- Private health insurance and death in service cover
- Company pension scheme
- 25 days holiday plus bank holidays
- PartyFina social commitee
- Treatments
- Birthday day off and vouchers
- And much more ….

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