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Permanent

Training and Competence Manager

Birmingham
money-bag 10000-500000 Annual
3086807152
Posted 2 days ago

The Titan Group provides a broad range of services across the whole wealth value chain - from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. As part of this Titan is also an active acquirer of UK based asset managers and other wealth related businesses.Due to this Titan Wealth is expanding rapidly through strategic acquisitions, offering a unique combination of start-up energy and the security of private equity backing. It''s an inspiring time to join the team!Titan Wealth Planning (TWP) is a subsidiary of Titan Wealth. Our focus is providing best-in-class advice on wealth management, employee benefits, and retirement planning. Our mission is to help businesses and their employees explore, set, and achieve their financial goals.Purpose of the role We are looking to hire a TandC manager to develop Trainee Financial Planners in the region to reach competent adviser status (CAS), competency assessment of Financial Planners that join Titan Wealth Planning via acquisitions and the monitoring of ongoing competency of CAS Planners under your supervision. Ensuring compliance with relevant legislation and procedures. Assisting the operation of effective systems and controls to mitigate business risks and to ensure compliance with the regulatory system. Helping to maintain a ..... full job details .....

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