Training and Competence Manager jobs in United States
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Radiant Financial · 3 weeks ago

Training and Competence Manager

positionUnited States
timeFull-time
remoteRemote
seniorityMid, Senior Level
money£0/yr - £65K/yr

Radiant Financial is seeking an experienced Training & Competence Manager to oversee the training and competence framework for financial planners. The role involves managing onboarding processes, delivering training sessions, and ensuring compliance with regulatory standards.

Financial Services

Responsibilities

Manage the attaining competence process for all certified staff
Oversee T&C processes for supervisors and annual competence assessments
Deliver induction programs and support onboarding for new advisers
Consult with HR and Compliance to maintain adviser competence
Manage training and development needs, including the Chartered Programme
Arrange and deliver CPD sessions and technical training
Conduct adviser observations and provide feedback
Support Consumer Duty implementation and compliance requirements

Qualification

Training & Competence experienceFinancial Services knowledgeFCA regulations knowledgeLevel 4 Financial AdviceOrganisational skillsRelationship buildingPresentation skillsCommunication skills

Required

Experience in a Training & Competence role within Financial Services is required (preferably adviser sector)
Strong knowledge of FCA regulations, SMCR, and best practice in T&C
Excellent organisational skills and attention to detail
Ability to build relationships and influence at all levels
Confident presenter with strong communication skills

Preferred

Level 4 or above qualification in Financial Advice is desired

Benefits

Work-life balance: Early finish every Friday at 2:15pm + flexible start and finish times
Generous time off: 28 days holiday + bank holidays + your birthday off
Financial security: 4x salary death-in-service cover, up to 5 years income protection, and 5% employer-matched pension contributions
Health & wellbeing: MediCash benefits including 24/7 GP access, mental health support, and retail discounts
Career development: Access to the Radiant Academy for structured training and progression
Team culture: A collaborative, approachable group of professionals who value excellence and support

Company

Radiant Financial

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Radiant Financial offers a truly holistic advice service, providing a breadth of services to companies.
dateFounded in 2000
location
Market Harborough, Leicestershire, GBR
people-size51-200 employees
web-link
https://www.radiantfinancialgroup.co.uk/

Funding

Current Stage
Growth Stage
Total Funding
unknown
2020-11-09Acquired
Company data provided by crunchbase