Job Description

Training & Competence Manager

Company Overview

Skybound Wealth Management Limited is a directly authorised UK-based independent financial advice firm. We provide regulated financial planning and mortgage advice to UK-resident clients, with a strong focus on professionalism, compliance, and client outcomes.
Our advisers offer holistic solutions covering investments, pensions, tax planning, protection, and mortgages. We are part of the wider Skybound Wealth group, but the UK entity operates independently with a local governance structure and high regulatory standards.

Key Responsibilities

Manage our T&C scheme and support adviser development across investment and mortgage advice.
Conduct file reviews, observations, and ongoing competency assessments.
Oversee onboarding, supervision, and sign-off of advisers.
Ensure ongoing compliance with SMCR and CPD requirements.

Qualifications and Experience

Proven experience in a T&C or compliance role within a UK IFA or wealth/mortgage firm.
Excellent working knowledge of FCA regulations (COBS, SMCR, MCOB).
Level 4 diploma (DipPFS or equivalent) is essential.
CeMAP or similar (desirable).
Bonus points if you've worked with international advisers - but it's not a must.
Strong coaching, communication, and supervision skills.

You will benefit from

A basic salary relevant to current
Hybrid/remote flexibility
A collaborative and professional team environment
The opportunity to influence and shape training and competency in a growing business
Full support to complete industry qualifications and progress your career within the company

Skybound Wealth Management is committed to fostering a diverse and inclusive workplace. We welcome applications from all qualified candidates regardless of background.

Department

Compliance

Locations

Bournemouth Office

Remote status

Hybrid