Training and Competence Lead

Training and Competence Lead

Are you an experienced T&C professional with a passion for developing and mentoring top-tier financial advisers? We're seeking a dynamic and strategic Training and Competence Lead to take on a pivotal role within a fast-growing IFA business.

About the Role:

As the T&C Lead, you will report directly to the COO, holding key responsibilities for the operational running and strategic development of the T&C function. You will manage and mentor a team comprising a T&C Manager and two T&C Supervisors, overseeing the competence and development of 26 highly experienced advisers. This role offers a high degree of autonomy and the opportunity to shape the future of the T&C framework within the business.

Key Responsibilities:

• Strategic Leadership: Drive the development and enhancement of the T&C function, ensuring it meets both regulatory requirements and the business’s growth ambitions.


• Team Management: Lead and support your team of T&C professionals, fostering a culture of continuous improvement and excellence.


• Adviser Supervision: Directly oversee a portion of the adviser team, ensuring they meet competence standards through regular assessments and personalized development plans.


• Regulatory Compliance: Maintain a robust T&C framework that aligns with FCA requirements, overseeing CPD records, fit and proper assessments, and adviser certification.


• Relationship Building: Establish and nurture strong working relationships with advisers and support staff, balancing commercial needs with regulatory responsibilities.


• Integration: Strategically manage the integration of newly acquired businesses and advisers, ensuring a seamless transition and adherence to company standards.

What's In It for You:

• Competitive Salary: £60,000 - £70,000 per annum, reflecting your expertise and experience.


• Hybrid Working: Enjoy a flexible working arrangement with 2/3 days per week in the London office and the remainder working remotely.


• Career Advancement: Take advantage of significant opportunities for career growth and professional development within a rapidly expanding business.


• Influential Role: Have the autonomy to shape and influence the T&C function, driving strategic initiatives and contributing to the company’s success.


• Supportive Environment: Work closely with a team of experienced professionals in a collaborative and progressive setting.


• Professional Development: Access continuous learning opportunities and enhance your skills in a role that values your professional growth.


• Work-Life Balance: Benefit from a flexible work schedule that respects your personal time while meeting the demands of the role.


• Comprehensive Benefits Package: Enjoy a range of benefits designed to support your well-being and work-life balance.

What We’re Looking For:

• Experience: 3+ years in a T&C management role within an IFA business, with a proven track record of strategic T&C development.


• Qualifications: Level 4 qualification from the CII/CISI or equivalent is essential; Level 6 is desirable.


• Skills: Strong leadership, interpersonal, and communication skills, with the ability to influence and inspire at all levels.


• Knowledge: In-depth understanding of FCA T&C requirements and the UK financial conduct regulatory framework.


• Attributes: High energy, proactive, and flexible, with a genuine passion for helping advisers achieve their development goals.

Why Join?

• Be a Part of a Growing Company: Join a dynamic and expanding IFA business that values innovation and forward-thinking.


• Make an Impact: Play a crucial role in shaping the T&C framework, directly contributing to the success and growth of our adviser team.


• Collaborative Culture: Thrive in a supportive environment where your contributions are valued, and teamwork is celebrated.

How to Apply:

If you’re ready to take the next step in your career and make a substantial impact on our client’s T&C function, we’d love to hear from you. Please apply here today and help shape the future of financial advice!

At Twenty84, we believe in the power of diversity as a key component of innovation, growth, and success. We promote a culture where every individual—regardless of race, ethnicity, gender, age, religion, sexual orientation, ability, or background—feels valued, respected, and empowered. We are committed to helping our clients create inclusive environments that promote equal opportunities, and we actively seek to attract a diverse workforce.