Training & Competency Manager - Capio Recruitment Financial Planning : Job Details

Job Title: Training & Competency ManagerLocation: Chelmsford (Hybrid/Remote)Salary: £60,000 - £80,000

This is a fantastic opportunity to join a dynamic and growing financial services group in a key leadership position within their Compliance function.

We’re working with a respected wealth management business that’s looking for an experienced T&C professional to lead the oversight and development of their adviser population. This role offers real influence, managing a team of T&C supervisors and supporting the ongoing professional growth of Financial Planners, Mortgage Advisers, and Corporate Consultants.

You’ll be responsible for maintaining and evolving the firm’s Training & Competence scheme, ensuring it aligns with regulatory expectations and delivers meaningful support to advisers at every stage of their career.

The Required Skills:

• Proven experience in a T&C leadership role within a financial advice or wealth management setting
• Strong understanding of FCA requirements, including Consumer Duty, SM&CR, and relevant rulebooks
• Ability to design, deliver and maintain effective adviser supervision and development frameworks
• Experience guiding advisers through to CAS status
• Level 4 Diploma in Regulated Financial Planning (or equivalent) qualified as a minimum
• Excellent coaching, feedback, and communication skills

What’s on Offer:

• Hybrid/remote working
• Private Medical Insurance
• Competitive salary and career progression
• Income Protection
• Continue learning and development opportunities and full study support
• Collaborative working environment

To discuss this opportunity further, please contact one of our Financial Planning specialists at Capio Recruitment.