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Competence & Development Manager

Locations -

Bath, Birmingham, London, Manchester

The Role

The CDM will be responsible for fulfilling the requirements of the company’s Training & Competency scheme, in order to ensure the initial and ongoing competence of financial advisers within Chase de Vere.

They will assist in the design, implementation, delivery and recording of individual and group training activity in support of the company objectives and effective conduct of our business.

They will work alongside Senior Managers and advisers with established track records, providing development, coaching and training support to enable them to achieve their highest potential, in terms of sales skills, supervision skills and technical knowledge.

They will support new entrants to the company in achieving competency (CAS sign-off for advisers) and minimising the time taken for new entrants to understand and be able to follow company process and standards and be productive in their respective roles.

Furthermore, they will assist in monitoring adherence to company policies and processes and assessing the knowledge and skills of the workforce and identifying risks and training needs.


  • Liaise with Senior Managers, and analyse available MI, in order to identify individual and group training needs at a local and national level.
  • Assist in the development and delivery of training programmes to address local training needs.
  • Assist the Head of Professional Development in the design and implementation of national training programmes and support materials and participate in the delivery of such training.
  • Provide tailored coaching to advisers and supervisors to assist them in achieving personal and company goals.
  • Co-ordinate and lead the delivery of knowledge and skills training for advisers and supervisors until they are deemed to be competent, in order to maximise their contribution to the business and increase productivity.
  • To conduct live client meetings and / or roleplays in order to assess an adviser’s competence and to further develop their ability to deliver the highest standards of compliance and client experience.
  • To conduct and accurately record one to one meetings with advisers, as required under the Training and Competence scheme.
  • To be responsible for the advisers ongoing competence under SMCR.
  • To work alongside the Senior Manger to ensure the advisers continuously adhere to Chase de Vere’s Good Business Standards and achieve the minimum standards for business quality, and where relevant approve pre-sale recommendations for advisers under direct supervision.
  • Assist the Senior Manager, and other colleagues, where relevant, in maintaining robust development plans and training records.
  • To monitor and support the advisers with the completion and recording of CPD and company-mandated proficiency testing, to ensure they achieve and maintain the standards required to hold a Statement of Professional Standing.
  • Under the direction of the Head of Professional Development, ensure company resource is employed efficiently. This may include participating in the delivery of training activity outside of local sphere of responsibility.
  • Attend local team / department meetings to ensure understanding of team objectives, priorities and issues. Participate in the planning and delivery of training elements in such meetings.
  • Assist in the delivery of company induction programmes, as required, to provide a positive introduction to the company for new entrants and effective training in Chase de Vere’s standard processes and practices, such that attendees are able to be signed off induction ready to attend their office.
  • Report any emerging or crystallised risks to the Head of Professional Development.
  • Demonstrate best practice in the field, in accordance with the company’s objectives, policies and standards.
  • Provide absence cover for fellow Competence and Development Managers as required.

Skills & Experience

  • Diploma in Financial Planning (or equivalent)
  • Experience of working in a regulated Financial Services environment
  • Experience of coaching individuals and providing feedback
  • Previous experience in a Training and Competence role within Wealth Management
  • Experience of providing skills-based coaching
  • A proven track-record of achieving sales targets
  • Excellent coaching skills
  • Excellent presentation skills
  • Excellent influencing skills
  • Excellent sales skills
  • Excellent organisation, planning and time management skills
  • Ability to demonstrate required level of technical knowledge and application of qualifications in the IFA environment
  • Detailed understanding of retail finance including protection products, investments, pension products and tax planning solutions
  • A comprehensive working knowledge of the FCA’s Principles for Businesses and Conduct of Business rules
  • Excellent attention to detail
  • Ability to handle challenge
  • Excellent interpersonal and relationship-building skills and ability to deliver result through others
  • An understanding of the T&C requirements under SMCR
  • Good understanding of the T&C regime within a principles-based regulation model and focus on the appropriate customer outcomes

Our Values

  • Be Reliable
  • Think Independently
  • Create Confidence

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