Training and Competence Manager- Financial Services

Training & Competence Manager
Location: Ideally Northern Ireland (Belfast-based), but UK-wide applicants considered
Salary: 45,000 - 55,000 + bonus + benefits
Reporting to: Regional Manager

Are you an experienced T&C professional passionate about adviser development, regulatory standards, and business growth?

Our client is currently is seeking a dedicated Training & Competence Manager to lead the implementation of Openwork's T&C scheme across their adviser network.

This is a high-impact role focused on ensuring advisers are fully competent, compliant, and aligned with both regulatory requirements and internal sales processes. The successful candidate will support adviser on boarding, deliver training, and supervise activity in line with FCA expectations - particularly around Consumer Duty.

• Design and deliver training programmes across on boarding, CPD, sales process, and advice quality
• Supervise a national adviser population, ensuring compliance with T&C and KPI frameworks
• Lead regulatory training including Consumer Duty, vulnerable clients, and file quality
• Oversee adviser on-boarding and integration with operational and compliance functions
• Maintain MI and reporting on adviser competency, CPD, risk ratings, and supervision standards

• Proven experience in adviser supervision, training, or T&C management in financial services
• Strong understanding of FCA regulations and T&C schemes (Openwork experience a plus)
• Excellent communication, coaching, and facilitation skills
• Level 4 diploma (with knowledge across mortgage, protection, and wealth advice)
• Tech-savvy with a detail-oriented approach to MI and reporting
  
  

This is a fantastic opportunity to shape adviser performance and compliance standards across a growing network. Remote/hybrid options available for the right candidate.

Please send CV via the apply link to Colleen Farquharson

Brook Street NMR is acting as an Employment Agency in relation to this vacancy.