TandC Manager

About Our ClientOur client is a leading UK wealth management and financial planning business, providing a comprehensive range of financial advice, investment management, retirement planning and protection solutions to individuals and businesses. Through a combination of organic growth and strategic acquisitions, they continue to expand their national presence while maintaining a strong focus on client outcomes, regulatory excellence and Adviser development. The OpportunityOur client is seeking an experienced Training and Competence Manager to join their compliance function. This role is responsible for supporting the development of Trainee Financial Planners through to Competent Adviser Status (CAS), assessing the competency of Advisers joining the business through acquisitions and providing ongoing supervision and coaching to qualified Financial Planners. The successful candidate will play a key role in maintaining high professional standards, ensuring regulatory compliance and fostering a positive culture of continuous learning and development across the Adviser community. Key ResponsibilitiesAct as a first-line Supervisor for Financial Planners across multiple locationsEnsure Advisers are supervised in line with the firm''s training and competence schemeDeliver new entrant training programmes and other training interventions as requiredWork closely with learning and development teams to support Trainee Advisers through to CAS and beyondConduct role plays, live ..... full job details .....