Training and Competence Manager
Titan WealthHarrogate
On-site Full-time
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Experience Level
Manager
Qualifications
Qualified candidates should possess strong leadership and mentoring skills, alongside a thorough understanding of the financial services industry. Previous experience in training and competence management is highly desirable. A commitment to ongoing professional development and the ability to foster a supportive learning environment is essential.
Titan Wealth is an innovative and rapidly expanding wealth management firm operating both in the UK and internationally. We have developed a more equitable, efficient, and effective business model designed to provide exceptional advice-led wealth management services. Our goal is to empower financial advisers and their clients to achieve their dreams and aspirations.
We foster a vibrant work environment rich in opportunities, where individual and team initiatives are valued. Together, we strive to deliver superior outcomes for our clients over the long term.
Role Purpose
We are seeking a Training and Competence Manager to cultivate and develop Trainee Financial Planners in the South Yorkshire region, guiding them to attain Competent Adviser Status (CAS). This role will also involve assessing the competency of Financial Planners joining Titan Wealth Planning through acquisitions and continuously monitoring the ongoing competency of CAS Planners under your guidance. You will ensure compliance with relevant laws and procedures, assist in operating effective systems to mitigate business risks, and uphold compliance with regulatory standards. Additionally, you will help maintain a collaborative relationship with both advisers and support staff to promote a positive culture of competence throughout the organization.
About Titan Wealth
Titan Wealth is a forward-thinking wealth management company dedicated to providing tailored financial solutions. Our innovative approach allows us to meet the diverse needs of our clients, ensuring they receive the highest level of service and support.
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