Training & Competency Manager

JR United Kingdom; Bolton; Hybrid; GBP 60,000 - 75,000; Full time

Job summary

A well-established Independent Financial Advice firm in Manchester is seeking a Training & Competency Manager to enhance its training framework and ensure compliance with FCA regulations. This role offers a competitive salary, hybrid working conditions, and an array of employee benefits including profit sharing and private medical insurance.

Benefits

Hybrid office / home working

Christmas Closure

Staff Profit Share Scheme

Pension

Private Medical Insurance

Death in Service

Generous Study/Training Program

Fully Funded Summer and Winter Social Events

Qualifications

• Experience in Training & Competency within a regulated Financial Advice company.
• Strong organizational and IT skills, especially in Excel.
• Excellent communication skills, including report writing.

Responsibilities

• Oversee and structure the training and competence framework within the company.
• Ensure compliance with FCA regulations and best practices.
• Develop and maintain effective relationships with staff and management.

Skills

Training & Competency Experience

Financial Advice Experience

Organizational Skills

IT Literacy

Communication Skills

Knowledge of FCA Regulations

Tools

Microsoft Office

Job description

Social network you want to login/join with:

Training & Competency Manager, Bolton, Greater Manchester

Client:

Location:

Bolton, Greater Manchester, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

Job Views:

3

Posted:

06.06.2025

Expiry Date:

21.07.2025

Job Description:

Job Title: Training & Competency Manager

Location: Manchester

Job ref: 9691

Job Description: Recruit UK is offering an excellent opportunity for a Training & Competency Manager in Manchester to join a well-established Independent Financial Advice firm. The firm caters to high net worth private individuals and corporate clients, and boasts decades of experience with professional relationships across solicitors, accountants, and insurance brokers.

The company has a strong presence in the North West, with offices in Manchester, and is expanding its services through growth.

Role: Training & Competency Manager

You will oversee and structure the training and competence framework within the company, ensuring compliance with FCA regulations, legislation, and best practices such as TCF (Treating Customers Fairly). You will develop and maintain effective relationships with staff and management to provide efficient services to administrators, paraplanners, advisers, and clients.

What’s in it for you:

• Starting Salary up to £75,000
• Hybrid office / home working
• Christmas Closure
• Staff Profit Share Scheme
• Pension
• Private Medical Insurance
• Death in Service
• Fully Funded Summer and Winter Social Events
• Generous Study/Training Program

Skills and experience required:

• Experience in Training & Competency within a regulated Financial Advice company
• Ideally, Financial Advice Experience
• Strong organizational skills
• High IT literacy, especially in Microsoft Office, particularly Excel
• Excellent communication skills, including formal report writing
• Detailed knowledge of FCA regulations related to T&C and SMCR