COMPETENCE AND DEVELOPMENT MANAGER

  • CFP JOBS
  • Bath, Somerset
  • Oct 19, 2025
Full time

Job Description

Competence and DEVELOPMENT MANAGER

£60k - 65k salary + annual discretionary bonus

Able to get to Bath/Cardiff/Exeter offices.

Supportive, engaging and collaborative. Our Competence and Development Managers are responsible for designing, implementing and delivering companywide training alongside completion of all training and competency activities under SMCR.

As a Competence and Development Manager you will work with experienced and associate financial advisers to ensure they reach and maintain Competent Adviser Status (CAS). Alongside regular observations, you will collaborate with Senior Managers across the business to identify developmental and training opportunities as well as running regular inductions for new colleagues.

WHAT YOU WILL NEED

  • The Level 4 Diploma in Regulated Financial Planning Dip PFS is essential as you will be responsible for the oversight of regulated individuals. J07 (supervision in a regulated environment) or the equivalent would be a distinct advantage.
  • Significant prior experience in a training and competency role, specifically with Financial Advisers.
  • Experience of constructing financial planning advice would be advantageous
  • The ability to work in a fast-paced environment whilst maintaining positive relationships with your team and key stakeholders.

WHAT'S IN IT FOR YOU?

You'll have a progressive career with great benefits and a nurturing culture that makes you part of something special.

  • A competitive salary with the opportunity to earn an annual bonus
  • 25 days holiday, plus bank holidays
  • A day off for your birthday
  • Life assurance - 4 x salary
  • Comprehensive induction and training programme
  • Funded exams and paid study leave
  • A wide range of voluntary flexible benefits to suit your individual needs
  • The option to buy additional holiday days