Job Description

About the Role
Hours per Week
40
Work Pattern
8.00am - 5.00pm (typical)
Location
Leeds
Contract
Permanent
Hybrid Working
Available after 2 months (up to 2 days WFH per week)
Travel Requirements
National travel to branch offices (typically once per month)
Due to our ongoing growth as a firm and ambitious 5-year strategy, our Training & Competence team is expanding to support the growing regulatory requirements in this area.
Based in our Leeds Head Office, you will be a key contributor to ensuring the firm delivers an effective Training & Competence scheme for all regulated individuals within the firm
You will join our small, well-established team of Training & Competence supervisors and analysts, each covering several locations across the UK, sharing your own expertise and knowledge to help develop our T&C framework.
Your key responsibilities would be:

• Undertaking training needs analysis and supporting front facing staff to achieve and maintain alignment with our competency matrix.
• Providing coaching and developmental feedback to individuals to support competence attainment and continuous professional improvement.
• Supporting the onboarding, certification, and ongoing assessment of Investment Managers and Stockbrokers.
• Analysing MI and performance data to identify trends, risks, and additional training needs.
• Contributing to the design and delivery of group learning sessions, bespoke coaching interventions, and standardised learning modules.

To best succeed in this role, you will already be experienced in assessing competence and portfolio construction and armed with a toolkit of influencing and communication skills to build productive relationships with colleagues.
Further specific details about the role can be found in the job description attached to this advert.
What we offer you

• A firm with 150 years of independence, history and stability.
• An established and experienced T&C team who will support you to understand our firm and ways of working.
• A well-defined, positive and open firm-wide culture.
• A long and successful history of developing and retaining colleagues in long-term, valued careers.
• A generous array of colleague benefits, including private medical insurance and an annual discretionary bonus.

What we're looking for
Qualifications
Essential:

• Level 4 CISI Investment Advice Diploma, Level 4 CII, CFA, or equivalent qualification.

Desirable:

• Relevant Level 6 / Level 7 qualification or actively working towards one.
• Alternatively, consideration will be given to candidates with advanced academic qualification (e.g. MSc, MBA) or evidence of substantial professional experience demonstrating equivalent technical competence in portfolio management, coaching, or business development.

Experience & Knowledge

• Solid understanding of the FCA T&C framework and associated supervisory requirements.
• Experience in a regulated environment, ideally within investment management, financial planning, or wealth management.
• Proven experience in competence assessment, coaching, and structured feedback delivery.
• Working knowledge of portfolio construction, suitability assessment, and client risk profiling and a willingness to develop this further.
• Experience supporting client-facing professionals with development or performance improvement activities.

Skills & Behaviours

• Ability to interpret and apply regulatory expectations, particularly under COBS and Consumer Duty.
• Excellent written and verbal communication skills, capable of building trust and rapport across diverse teams.
• Strong analytical skills with the ability to interpret MI and identify competence trends or risks.
• Constructive and diplomatic approach to providing challenge and feedback.
• Self-motivated, organised, and able to manage multiple priorities.
• Coaching mindset and commitment to professional development, both personal and organisational.

What does the future look like?
Once you are settled into the role, you will be able to take on more responsibility within the team and develop your skills and experience further through CPD and other development opportunities.
Redmayne Bentley provides support for colleagues to achieve industry standard qualifications, if that is something they wish to do.
Who we are
At Redmayne Bentley, our goal is to provide excellent personal investment services that enhance clients' wealth.
It is an exciting time to be part of our firm, having recently launched our new five-year business plan to improve, grow and accelerate. We will achieve this through seeking operational and productivity improvements, growing the investment management and financial planning services, leveraging and protecting existing income lines and considering new acquisition opportunities.
As one of the UK's largest independent investment management and stockbroking firms, we are committed to building a modern and diverse workplace where our people are offered unique opportunities to learn, grow and develop across the financial sector.
Our friendly, inclusive and collaborative environment rewards hard work with generous perks and benefits, and we are genuinely committed to your wellbeing through our industry commended &You wellbeing framework.
Our future looks more exciting than ever, come and share it with us.
Our Values
Our core values are at the heart of everything we do:
Our Benefits
We are always continuing to improve our employee benefits to support our employees' lifestyles, provide more flexibility and to reward and recognise excellence.
Pension
Scheme
Private
Medical Insurance
Employee Assistance Programme
Travel Loans and Cycle to Work
Reward and Recognition Schemes
Hybrid
Working
Group Life Assurance
Generous Family Leave Entitlements
Are you interested in this role?
Yes? That's great! Find out more about our application process below and what to expect after applying.
Apply
Applying is easy! All you need to do is enter your email address and click the 'Apply Now' button or alternatively sign-in using your social media profile. You will then be asked to enter your details and submit your CV.
Sit Tight
We review applications regularly; we do not wait for the closing date when we see a great candidate! We will be in touch via email or telephone confirming the next steps. In the meantime, find out more about us and our teams using the headers at the top or following us on social media.
Come and Meet Us
If you are successful in being shortlisted, we will ask you to come in and meet us for an interview. This is your opportunity to show us how you share our values and would be a great fit for the role.

Skills Required