Training and competency manager - financial advice

With continued ambitious growth plans for the coming years, a regional wealth manager are looking to add to their management team by appointing an Advisory development manager to lead and develop their central Scotland hub.

Due to additional hires in the team, trainee advisers coming through the ranks and existing highly experienced IFAs they need someone to oversee, grow and manage their team of currently over aproximately 20.

This is a truly exciting time to be joining them as they lead the way with their service offering and market strategy. They're looking for ambitious, client focussed, dynamic and driven professionals to shape their future plans for the coming years.

• The role will entail coaching both on a 1:1 basis/group to assess best practice.


• Carriyng out role plays to re inforce skills and teachings, observing performance to recognise areas for improvement and putting in to play how to upskill the team.


• Training of the advisers, observing their performance vs any sales encounters and providing feedback to regional management with any obstacles faced.


• In addition keeping up with market trends, industry changes and regulation with a big focus on compliance and adviser competency.

The successful candidate will have a genuine desire to make a difference, driven, motivated and excited to join during this stage in their growth. Previous experience giving financial advice, level 4 qualified and a background doing a similar role with evidence of providing results.

In return they are offering a highly competitive package, benefits, along with the chance to really make a difference and see the impact you make on a day to day basis.

Please get in touch to discuss in the strictest of confidence with Alison Curran, or apply now to talk further prior to submission.