Training and Competence Manager

Titan Wealth Holdings

T&C manager developing Trainee Financial Planners while ensuring compliance with relevant legislation at Titan Wealth. Supporting a portfolio of advisers across the Central region.

Posted 7/27/2026full-timeRemote • 🇬🇧 United KingdomMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Training & Competence within the Financial Services sector, focusing on supervising Financial Planners and ensuring compliance with FCA regulations. Capable of delivering effective coaching, developing training materials, and promoting a client-centric culture.

Highest-signal resume keywords

Training & Competence SupervisionFinancial Planning KnowledgeCoaching ExperienceFCA Regulations UnderstandingMicrosoft Applications Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Training & CompetencyCoachingCompetency AssessmentsPerformance Improvement AnalysisContinuous Professional Development (CPD) Planning

Soft Skills

Client-Centric ApproachConstructive FeedbackBest Practice Sharing

Industry Keywords

Financial ServicesFinancial PlannersPensionsInvestmentsProtectionFCA RulesComplaints ProceduresFinancial Crime LegislationGDPRPolicy Updates

About the role

Key responsibilities & impact

Act as the primary Training & Competence (T&C) Supervisor for Financial Planners across multiple locations and levels of experience.
Ensure all Financial Planners within your remit are supervised in line with the Group Training & Competence Scheme, regulatory requirements, and internal standards.**Deliver new to role, new entrant training to inexperienced Planners operating within a Restricted model and other training interventions as required.
Partner closely with the Training & Development team to support advisers throughout their development journey, from onboarding through to Competent Adviser Status (CAS) and ongoing professional growth.
Conduct role plays, live observations, competency assessments, and file reviews, providing clear, constructive feedback to support performance improvement.
Analyse key performance indicators (KPIs) and competency outcomes to identify development needs, agree continuous professional development (CPD) plans, and deliver targeted coaching and training.
Support the Compliance function in maintaining accurate, up-to-date training materials, policies, and procedures, while contributing to the design and implementation of new learning content.
Ensure own ongoing competency.
Promote and display the client-centric culture of the business.
Proactively share best practice.

Requirements

What you’ll need

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 remotely.
A good understanding and knowledge of relevant FCA rules.
A good understanding of complaints procedures.
A good understanding of other relevant legislation, including that related to financial crime and GDPR.
A good understanding of updating policies and procedures.
An in depth understanding of Training & Competency.
Working knowledge of and be competent with Microsoft Applications.

Benefits

Comp & perks

Competitive salary
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
And lots of flexible benefits to choose from!