Skip to Main Content

Job Title


Training and Competency Manager


Company : Fidarsi


Location : basingstoke, south east england


Created : 2025-06-21


Job Type : Full Time


Job Description

Fidarsi are partnering with a fabulous HR team within an established Wealth Manager who are looking to recruit a Training and Competency Manager. This is an opportunity to support the HR team by taking responsibility of the training and competency department.Duties include:Implement, embed and oversea an effective Training & Competency (T&C) SchemeEnsure employees are provided with the tools to comply with all requirements of their roles through a proactive and effective training supportEnsure investment managers hold appropriate qualifications to provide investment management advice in specific asset classesMaintain Continued Professional Development (CPD) record and Statement of Professional Standards (SPS) renewals, liaising with relevant training bodies and investment managers to ensure seamless executionManage relationships with training bodies to arrange in-house training, CPD events, exam sittings and materials and classroom and online coursesWork in partnership with HR, Compliance and Suitability units to ensure training and regulatory records are accurately maintained in the firm’s systemsPrepare and deliver annual competency assessments to investment managers timely and effectively.Carry out and requesting regulatory referencing, onboarding, and rescreening checks. Assist with the annual appraisals to non-investment employees.Work with HR to deliver new starter inductions programmesManage the firm’s internal and external online training programmes, including delivery and monitoring through to completionProvide effective T&C Management Information for escalation to relevant committeesEnsure other members of the department are appropriately trained to provide cover for holidays and absencesUndertake ad hoc project work as may be required by HR or Senior Management from time to time.Running/administering the annual appraisal with the SMCR panel for Staff/AE Re-certification and SMFsOrganising/administering and reviewing annual FIT processReviews, tracks, and documents compliance with mandatory and non-mandatory training, continuing education, and work assessments. This may include safety training, anti-harassment training, professional licensure, and aptitude exams and certifications.Recruits, interviews, and facilitates the hiring of qualified job applicants for open positions; collaborates with departmental managers to understand skills and competencies required for openings.Creating a coaching culture in the organisationDesigning blended learning solutionsDesigning a range of learning interventions, including technical, behavioural and leadership programmesTalent management and designing and implementing promotional criteria for the workforceDesigning and implementing gap analysis for workforceKeep abreast of upcoming regulatory changes. Maintain the HRIS system, making sure data is accurate and up to date.Organise training as per FCA requirements.Facilitate the classroom face to face trainingExperience and skills required:Ability to manage inter-departmental relationships, to influence and deliver positive changeExcellent communication and organisational skillsAbility to work effectively on own initiative and to deliver to tight deadlinesWorking knowledge of relevant FCA regulations, including TC, SYSC, COBs, APER and FITPrevious experience in a similar functionLevel 4 qualified (desirable).