Training & Competency Specialist - London - £50k-£65k

£50,000 - £65,000 yearly
  • Recruit UK
  • Finchley, London, UK
  • 13/05/2022
Full time Financial education / training

Job Description

Job Title: Training and Competency Specialist

Industry:  Financial Services

Location: Finchley

Salary: £50,000 - £65,000

Job reference: 16241

Job Description:

Recruit UK are working on an excellent opportunity for Training and Competency specialist in Finchley.

Our client is an Independent Financial Advice practice who work with high-net-worth individuals, businesses, and entrepreneurs across the UK. They have built a strong reputation in the industry due to their strong customer service, commitment to the client and tailor-made solutions.

Due to their continued success and growth, they are looking to bring on a Training and Competency specialist to join their compliance team. You will work alongside Senior Management to help the Financial Planners to maintain the high level of competency the firm prides themselves on.

Your role will include, but not be limited to:

  • Conduct client meeting assessments
  • Undertake case reviews to assess risks and training needs to help the Planners
  • Work with the Head of Risk and Compliance and the BD Director to help develop skillsets
  • Provide 121 and group training with financial planners
  • Create and implement individual development plans
  • Update training and competency records
  • Manage process with regards to fee structure and build an exceptions-based process


  • Competitive salary of £50,000 - £65,000
  • Hybrid working
  • 25 days holiday
  • 4% pension contribution
  • DIS, Health Plan, Income Protection etc

Skills and experience required:

  • Financial Planning and/or Investment Management qualification
  • Significant practical T&C experience in Financial Services
  • Ability to work in an high pressure environment
  • Strong understanding of financial planning and products/processes

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Financial Planning firm based in Finchley on a Training and Competency specialist role.

• Please mention Financial Planning Jobs when applying •