Training and Competence Manager - North East

The Titan Group provides a broad range of services across the whole wealth value chain - from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. As part of this Titan is also an active acquirer of UK based asset managers and other wealth related businesses.

Due to this Titan Wealth is expanding rapidly through strategic acquisitions, offering a unique combination of start-up energy and the security of private equity backing. It’s an inspiring time to join the team!

Titan Wealth Planning (TWP) is a subsidiary of Titan Wealth. Our focus is providing best-in-class advice on wealth management, employee benefits, and retirement planning. Our mission is to help businesses and their employees explore, set, and achieve their financial goals.

This hybrid/remote role is based in the North East, with national travel required for meetings, face-to-face 1:1s with risk-rated advisers, and occasional visits to Titan Wealth offices to collaborate with colleagues.

The primary purpose of the role is to develop and support Trainee Financial Planners within the Bionic Remote Advice Team, helping them progress to Competent Adviser Status (CAS) through structured coaching, assessment, and ongoing development. The role is also responsible for overseeing the ongoing competency and performance of CAS Financial Planners within the supervision framework, ensuring high professional and regulatory standards are maintained.

Working closely with advisers, support teams, and key stakeholders, you will help ensure compliance with all relevant regulatory requirements, internal policies, and industry best practice. You will contribute to the operation of effective systems and controls that identify, manage, and mitigate business risks, while promoting a positive culture of competence, continuous improvement, and professional development across the business.

The successful candidate will build strong, collaborative relationships with advisers and support staff, fostering a supportive environment that enables individuals to develop their skills, deliver excellent client outcomes, and uphold Titan Wealth's standards of professionalism and compliance.

• Act as the primary Training & Competence (T&C) Supervisor for Financial Planners across multiple locations and levels of experience.
• Ensure all Financial Planners within your remit are supervised in line with the Group Training & Competence Scheme, regulatory requirements, and internal standards.
  Deliver new to role, new entrant training to inexperienced Planners operating within a Restricted model and other training interventions as required.
• Partner closely with the Training & Development team to support advisers throughout their development journey, from onboarding through to Competent Adviser Status (CAS) and ongoing professional growth.
• Conduct role plays, live observations, competency assessments, and file reviews, providing clear, constructive feedback to support performance improvement.
• Analyse key performance indicators (KPIs) and competency outcomes to identify development needs, agree continuous professional development (CPD) plans, and deliver targeted coaching and training.
• Support the Compliance function in maintaining accurate, up-to-date training materials, policies, and procedures, while contributing to the design and implementation of new learning content.
• Ensure own ongoing competency.
• Promote and display the client-centric culture of the business.
• Proactively share best practice. Experience, skills and key requirements.

• Current experience working in a Training & Competence role within the Financial Services sector supervising Financial Planners in all areas (Pensions, Investments and Protection) with a deep understanding of Financial Planning and a client centric approach.
• Experience of providing effective Coaching remotely.
• A good understanding and knowledge of relevant FCA rules.
• A good understanding of complaints procedures.
• A good understanding of other…