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Training & Competency Advisor, Wealth Management


Training & Competency Advisor, Wealth Management


Can you provide a robust, accurate Training and Competency advisory services to staff of all levels of experience; from within the Wealth Management industry?

If you can, and you have the Level 4 Diploma in Regulated Financial Planning, then this is the perfect next step for you; working with a highly-reputable, engaging, continually-growing Financial Planning business.

Specifically, within this role, you will be:

* Design and delivery of training programs in areas such as product knowledge, sales skills and company procedures.
* Developmental and remedial coaching of Financial Advisors to ensure performance improvement and excellence.
* Reporting to the Head of Compliance, concerning the application of field-based Compliance, T&C requirements, compliance adherence and Partner development

If you can demonsrate similar experience to match up to this role - from within the Wealth Management industry - then please apply to find out more details.

In return, this role will offer a generous basic salary and a benefits package inc. bonus, company Pensions and PMI policies, flexible working arrangements, and the chance to further your skills and experience within an excellent firm; known for looking after their staff!

Please quote <44741> when calling Tom at Alexander Lloyd or email them at This is only one of many vacancies we are handling. Alexander Lloyd is a specialist within Compliance & Risk recruitment. Areas of expertise include Compliance Directors, CF10/11, Risk Frameworks, Monitoring, Advisory, Policy, T&C, Quality Assurance/ File Review, AML/KYC etc across the entire financial services sector including investments, banking and insurance.

Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.

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