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Training and Competence Manager- Financial Services
Job Posted: 7 days ago
Salary: £ Competitive
Job Type: Permanent
Location: Belfast, County Antrim
Expire in: 20 days
Job Description
Training & Competence Manager
Location: Ideally Northern Ireland (Belfast-based), but UK-wide applicants considered
Salary: £45,000 - £55,000 + bonus + benefits
Reporting to: Regional Manager
Are you an experienced T&C professional passionate about adviser development, regulatory standards, and business growth?
Our client is currently is seeking a dedicated Training & Competence Manager to lead the implementation of Openwork's T&C scheme across their adviser network.
This is a high-impact role focused on ensuring advisers are fully competent, compliant, and aligned with both regulatory requirements and internal sales processes. The successful candidate will support adviser on boarding, deliver training, and supervise activity in line with FCA expectations - particularly around Consumer Duty.
Key Responsibilities:
Design and deliver training programmes across on boarding, CPD, sales process, and advice quality
Supervise a national adviser population, ensuring compliance with T&C and KPI frameworks
Lead regulatory training including Consumer Duty, vulnerable clients, and file quality
Oversee adviser on-boarding and integration with operational and compliance functions
Maintain MI and reporting on adviser competency, CPD, risk ratings, and supervision standards
Criteria
Proven experience in adviser supervision, training, or T&C management in financial services
Strong understanding of FCA regulations and T&C schemes (Openwork experience a plus)
Excellent communication, coaching, and facilitation skills
Level 4 diploma (with knowledge across mortgage, protection, and wealth advice)
Tech-savvy with a detail-oriented approach to MI and reporting
This is a fantastic opportunity to shape adviser performance and compliance standards across a growing network. Remote/hybrid options available for the right candidate.
Please send CV via the apply link to Colleen Farquharson
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