Training & Competence Manager
Location: London (Hybrid Working)
Salary: to £85,000 + Bonus + Excellent Benefits

Are you passionate about developing future talent in the financial advice sector? Do you have the coaching skills, regulatory knowledge, and commercial awareness to help Trainee Advisers become successful professionals?

We are working with a prestigious wealth management firm to recruit a Business Manager / Training & Competence (T&C) Manager for an initial 12-month fixed-term contract, with potential to become permanent. This is a unique opportunity to shape the next generation of advisers by combining structured T&C oversight with hands-on coaching and strategic business guidance.

About the Role:

You’ll be instrumental in managing the development journey of Trainee and Junior Advisers—ensuring they meet regulatory standards, gain confidence in client interactions, and learn how to build commercially sound and compliant advice businesses.

Key Responsibilities:

• Oversee the full development lifecycle of new advisers, ensuring alignment with FCA T&C requirements.

• Deliver regular competency assessments, coaching sessions, and structured feedback.

• Guide individuals through key milestones such as CPD, SPS, and qualification completion.

• Provide support on client engagement, sales confidence, and business development skills.

• Track and report on adviser performance and progress.

• Maintain robust audit trails and ensure full regulatory compliance.

What We’re Looking For:

• Experience in a similar role within financial services (T&C, business management, or adviser development).

• Strong understanding of the FCA’s T&C framework.

• Excellent interpersonal and coaching skills with a focus on adviser progression and performance.

• Ability to balance compliance oversight with commercial support and soft skills mentoring.

• Proactive, organised, and passionate about professional development.

Package & Benefits:

• Competitive salary to £85,000

• Hybrid working model

• Annual bonus

• Private healthcare

• Income protection, life assurance

• Generous pension scheme

• 25 days annual leave

• Supportive and forward-thinking environment
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If you’re looking for a fulfilling opportunity to shape the careers of tomorrow’s top advisers, we’d love to hear from you.