Training And Competence Manager - Financial Planning - East Midlands

atomos

Nottingham, ,
Base: not specified; bonus/equity: not specified; ...
On-site
Financial planning practical experience
Coach and supervise advisers
Weekly travel to regional offices
This role is about supporting, stretching, and helping Financial Planners deliver consistently high-quality advice across multiple offices

Job Summary

  • This role is about supporting, stretching, and helping Financial Planners deliver consistently high-quality advice across multiple offices.
  • You will be a mobile team member travelling weekly to regional offices to build relationships and conduct meaningful 1-to-1s with advisers.
  • Benefits include a competitive pension scheme with 6% employer contribution, 26 days holiday plus bank holidays, private medical insurance, life assurance, group income protection, and a Work From Anywhere policy.

Matching Summary

This role is about supporting, stretching, and helping Financial Planners deliver consistently high-quality advice across multiple offices.

Salary

Base: Not specified; Bonus/Equity: Not specified; Benefits: Competitive pension scheme, private medical insurance, life assurance, group income protection, 26 days holiday plus bank holidays

Skills & Requirements

Must-have

  • Financial Planning practical experience
  • Coach and supervise advisers
  • Weekly travel to regional offices
  • Analyse KPIs and risk indicators
  • Deliver training programmes

Nice-to-have

  • High energy and strong communication
  • Build trust quickly
  • Collaborate with multiple departments
  • Up-to-date regulatory knowledge

Key Requirements

  • Experience as a Financial Planner
  • L4 Diploma qualified
  • JO7 or similar supervisory qualification
  • Up-to-date regulatory and legislative knowledge

Work Rights

Not specified

Tailored Resume

Cover Letter