Training and Competency Manager

At LVFS, we have a fantastic new opportunity for a self-motivated individual to join us as a Training & Competence (T&C) Manager.

The successful candidate will work collaboratively with our Operations Managers (who perform the T&C Supervisor function) to ensure the effective development and assessment of employees who fall within our Training & Competency Scheme. This will involve supporting employees to achieve full competency within the timescales and criteria set out in the Scheme, and then to maintain this, using training, coaching and assessment skills to deliver compliance with our quality framework and to ensure good customer outcomes are consistently achieved.

They will also be instrumental in driving the design, implementation and ongoing review of policies and procedures associated with the T&C Scheme, including our advice principles and propositions.

About You

Our ideal candidate will…

• Evidence a strong background of working within the Financial Services industry, particularly within pensions, investments, and ideally Equity Release
• Have a proven track record of developing people within the regulatory environment, being experienced with training and competence regimes and being familiar with the Regulatory environment (COBs, MCOBs and ICOBs)
• Embrace continuous improvement and maintain up-to-date knowledge of the industry and regulations.
• Maintain knowledge of the business governance structure, operating models, and risk requirements.
• Be approachable and able to build strong working relationships, with the confidence to challenge others where required.
• Have fantastic verbal and written communication skills, together with the ability to present information in an engaging manner.
• Competently manage own workload and priorities.
• Be self-motivated and proactive within day-to-day responsibilities.
• Demonstrate strong analytical skills and attention to detail.
• Have a Diploma in financial planning or equivalent (where an appropriate certificate in Equity Release advice is not held, the role requires a commitment to attaining this, along with any future examinations that may be appropriate to changing and/or expanding business needs).

Key Responsibilities

• Effectively developing and assessing the regulated financial advisers and Retirement Options Specialists through the T&C Scheme to achieve ‘Competent Status’, within the timelines and requirements outlined in the T&C Scheme.
• Taking responsibility for the delivery and oversight of the T&C Scheme, providing first-line assurance for people development and regulated activities, and the approval assessment of competency progression through “Attaining Competence”, and “Maintaining Competence”.
• Joining our Advice Principles & Investment Committee, which shapes and implements policies and processes, including our advice principles and centralised retirement proposition.
• Owning the advice and investment principles documents, ensuring these are maintained to meet the Advice Principles & Investment Committee mandated policies.
• Identifying training needs for both individuals and groups, using Development Plans to address these, and sourcing, where appropriate, resources to meet these needs.
• Maintaining and continually developing your skills and knowledge of financial services and regulations to ensure that changing needs of retail customers are met by Advisers and Options Specialists within the Consumer Duty framework.
• Undertaking and accurately documenting quality assurance, “deep dive” and/or thematic reviews of advice processes undertaken by Advisers and Options Specialists by reviewing their files, calls and documentation.
• Providing clear, timely, and constructive feedback of assessments and proposing areas of deep-dive focus, based on data and MI produced in your role. 

Rewards and Benefits

At LV= Life and Pensions, you’ll go above and beyond to do the right thing for our customers. In return, we’ll reward you with an attractive, competitive salary and benefits package in exchange for your hard work. This includes…

• 30 days' holiday, with the option to buy up to 2 additional days.
• A competitive pension scheme, for which LV= Life and Pensions will double match the amount you pay (up to 14%).
• An annual bonus scheme based, on company and personal performance
• Single cover private medical insurance (with the option for you to upgrade to family cover).
• Flexible benefits, including a cycle to work scheme, health assessment, personal accident insurance, critical illness cover and dental insurance.
• Up to 20% discount on our life products for you and your immediate family.
• A group life assurance policy with 4 x your basic pay to go to your dependents (you’ll have the option to increase to 8 x cover).
• Group Income Protection (if you become a member of the Pension scheme and reach 5 years of service).
• Access to our Employee Assistance Programme (EAP) for support when you need it.
• A virtual GP service.
• Shared parental leave.

Here at LV= Life and Pensions we always love to hear from great people, so don’t forget to follow us on Instagram, Twitter, LinkedIn and Facebook.

We’re also proud to say we’re an equal opportunity employer, and value diversity and inclusivity at our company. We do not discriminate based on race, religion, colour, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We’re also open to conversations about flexible working as part of your application - if it’s right for our customers, our business and for you then we’ll do everything we can to make it happen.

Go on, bring your true self to LV=.

Please note that we are unable to offer Skilled Worker Visa Sponsorship for this role. Therefore, you must ensure that you are eligible to work in the UK without our sponsorship for your application to be considered.