Training & Competence Supervisor

Location: Aberdeen

Acumen Financial Planning is an award-winning independent Financial Planning Firm and we require exceptional people to be part of our team. We have a vacancy for a Training & Competence Supervisor to supervise performance and competency of Planners and support development across AFP and its subsidiaries.

Main Duties:

  • Supervise Planners in line with FCA training and competence requirements
  • Regular KPI meetings with all Planners
  • Analyse KPI information and document to record keeping requirements
  • Carry out post new business file checks
  • Carry out annual review file checks
  • Carry out observations of client meetings
  • Management and documentation of individual training plans
  • Identify training needs for Planners and compile a monthly report for R&D manager on training needs
  • Ongoing collation of documents required for certification
  • Maintain strong relationships with colleagues

Skills:

  • Ideally qualified to minimum DipPFS Level 4 or equivalent
  • Awareness of FCA regulations specific to role
  • Coaching and development of others
  • Assessment skills
  • Maintain competence in core role
  • Strong organisational and time management skills

Benefits:

  • Pension - We offer a Group Personal Pension with an employer-funded contribution of up to 5% of salary
  • Life Assurance - 3 x salary core benefit funded by the company with the option to flex up to a higher amount
  • Income Protection – 65% of basic salary
  • Private Medical Insurance – single life cover with the option to add partner and family
  • Training and Development – Financial assistance provided for relevant qualifications with generous study leave
  • Holidays – 30 days annual holiday entitlement increasing to 35 days after 5 years’ service
  • Additional ‘Happy Birthday’ day off
  • Make a Difference / Charity day one day per annum
  • Additional annual leave can be purchased up to 5 days per annum
  • Cycle to Work Scheme

How to apply

A very competitive salary and benefits package is available to the right candidate. For more details please email opportunities@acumenfp.com

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