Training & Competency Supervisor
This is a Permanent, Full Time vacancy that will close in {x} days at {xx:xx} BST.
The Vacancy
At Hymans Robertson Personal Wealth (HRPW) we are passionate about improving financial wellbeing for people right across the workforce. We do this through providing client-centric guidance and advice services. Established in 2021, we work with over 30 large corporates, delivering financial coaching, wellbeing workshops, individual guidance sessions and financial planning services
The HRPW team has grown rapidly, driven by this commitment to building smarter, scalable, and client-focused solutions. As part of our continued growth in this area, we have an opportunity for a Training and Competency Supervisor to join our retail advice team.
While this is a full time (35 hours per week) position, we support flexible working patterns and would be open to candidates who may wish to work on a part-time basis.
What will your role look like?
This role will have a particular focus on supporting the development of the financial planning team and implementation of the Training & Competency Framework.
We are looking for a candidate who is driven by a desire to deliver great outcomes for clients, works collaboratively in a team environment and is great at establishing strong relationships across multiple stakeholders. Excellent interpersonal and communications skills, and high levels of technical knowledge are requisites.
Though this is a very varied role, your key responsibilities will include:
- Implementing our training and competency scheme – involving training advisers and working with them to create and implement training and development plans and ensure CPD objectives are me
- Conducting the onboarding of and signing off new financial planners, as well as conducting ongoing supervision to ensure competencies are maintained
- Conducting and supporting the provision of training on regulatory issues - carrying out role play and observation activities to help reinforce skills and knowledge
- Developing strong, collaborative relationships with our financial planning team, while providing coaching and feedback to them in a constructive and collaborative manner
- Reporting on key training and competency metrics (for example adviser KPIs)
- Various quality control activities, including conducting spot checks (on things such as AML), reviewing the content and production of client suitability reports and regularly conducting client file reviews to ensure regulatory compliance
- Promote and embed positive ethical and risk culture within the business
- Keeping up to date with regulatory & technical developments & trends
If you enjoy and/or have experience of the following, we think you’ll love this opportunity:
- Qualified to RQF level 4, with demonstratable experience as in either a regulated Financial Planner or Training and Competency role
- A strong level of technical knowledge within this field, and the ability to apply this to an operational environment
- Knowledge of Trusts, IHT Planning, Pensions, Investments, Tax & Protection with experience in an FCA/AML regulatory environment and of reporting
- The ability to interpret and communicate financial services sector regulations in the Wealth Management and Intermediary sectors.
- Knowledge of internal audit procedures and practices
- Exceptional interpersonal and communication skills, and the ability to present to and influence a variety of (often senior) stakeholders
- A flexible, innovative approach to developing solutions, working effectively with others and change/continuous improvement
- Strong organisational and project management skills, with the ability to effectively multi-task.
- The ability to work in a way that is aligned to our four core values of being friendly, partnering, straightforward and confident
A more detailed list of our requirements for this position is available within the role profile – which is available on request.
In addition to a competitive salary and access to our profit share scheme, we offer:
- A flexible selection of employee benefits, so you can choose a package that best matches your lifestyle and needs.
- A collaborative and supportive work environment where your thinking and ideas are encouraged.
- A commitment to helping you develop both personally and professionally, with mentoring opportunities and access to our award-winning learning portal, Aspire.
- Regular social activities, in addition to three days paid volunteering leave each year and a day’s leave to celebrate your birthday.
- On site mental health and wellbeing support.
We are looking for the successful candidate to be based in our Birmingham office. We offer hybrid working so you can enjoy the positive wellbeing of working from home as well as the benefits of meeting colleagues in our sociable, modern office environments.
We are continually working to improve our inclusive culture and employ diverse talent. We therefore welcome applications from people from all backgrounds, which includes but isn’t limited to age, disability, ethnic heritage, gender, marital or civil partnership status, neurodiversity, religion, sexual orientation, and socio-economic background.
About Us
Hymans Robertson Personal Wealth LLP was established in 2021, our purpose is to deliver high quality financial planning services to retail clients, accessed via the workplace, introductions, and referrals. We believe everyone should be able to access trustworthy, high-quality support with their finances. We help people from the beginning of their career all the way through to retirement, with the many decisions or challenges they may face along the way. We are a diverse team of friendly, highly qualified individuals. We’re always thinking about how we can create better futures for our clients and their families.
For a century our parent company, Hymans Robertson LLP, has been helping companies and pension schemes make decisions that have real and direct consequences on the financial futures of employees and pension scheme members. From advising on and investing the assets of our institutional clients for 100 years, we’ve learned a thing or two. We’ve adopted the same rigorous approach to managing the finances of individuals.
Our working environment is refreshing and innovative where independent thinking is encouraged. Every employee genuinely makes a difference.
We’re committed to promoting a diverse and inclusive environment and will take every step to ensure our employees and clients are treated fairly and with respect. We welcome applications from all backgrounds and sections of the community. We can offer flexible working and are happy to consider a variety of working patterns.
We Offer
Our culture
Job satisfaction
Reward and wellbeing
Flexible working
Latest technology
Career development
Documents
Alternatively, please sign in with...
Published
Not PublishedClosing
in X days