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About the Role

LGT Wealth Management UK LLP is seeking a professional to own the operation of the T&C framework, partner with leaders to define competence standards, and deliver a risk-based T&C plan. This role involves maintaining T&C policies, leading competence assessment support, and providing targeted coaching. The objective is to develop regulatory supervisors, produce insightful MI, and analyze T&C data to identify root causes and necessary interventions. The role also entails managing records, collaborating with internal teams, and building external relationships.

Responsibilities

Own the operation of the T&C framework for certificated and other in-scope populations.
Partner with front office leaders and regulatory supervisors to define role-relevant competence standards, assessment evidence, and development actions.
Deliver a risk-based annual T&C plan that reflects business strategy, regulatory change, conduct themes, quality findings, incidents, complaints, and client-outcome considerations.
Maintain the T&C policy, procedures, role profiles, assessment templates, and guidance.
Lead annual competence assessment and certification support activity for the relevant population.
Provide targeted coaching, group sessions, and practical support for new joiners and colleagues requiring development.
Develop the capability of regulatory supervisors so that supervision is meaningful, documented, timely, and focused on both technical competence and behaviour.
Produce accurate, insightful MI on competence status, overdue actions, assessment outcomes, CPD, themes, and emerging risks.
Analyse T&C data alongside quality assurance, compliance monitoring, conduct, and performance information to identify root causes and determine whether intervention is needed.
Maintain appropriate records within the firm’s systems, safeguarding data accuracy, confidentiality, retention, and readiness for audit or regulatory review.
Work closely with Compliance, Risk, HR, Operations, and the wider Training & Development team on regulatory change, control enhancements, learning initiatives, and cross-functional projects.
Build effective relationships with relevant external professional bodies and suppliers.
Lead a pragmatic and commercial Training & Development strategy that supports the Firm’s aims, client proposition, progression pathways, culture, leadership, and evolving skills needs.
Deliver high-quality learning across technical competence, leadership, risk and conduct, professional development, digital skills, and mandatory learning.
Partner with HR Business Partners and Group Centres of Excellence to deliver annual succession planning.
Align learning with talent, performance, succession, reward, recruitment, wellbeing, inclusion, and processes.
Assess how AI, automation, and digital learning may change Training and Development, progression pathways, and leadership requirements.
Provide visible leadership for the Training & Development team, setting clear direction, priorities, service standards, and accountabilities.
Lead, coach, and develop team members; set objectives, manage performance and capacity, build succession, and ensure the team has the required capability.
Create an integrated team plan that balances cyclical T&C and regulatory activity with the wider learning agenda and priorities.
Manage relevant budgets, suppliers, learning platforms, and external professional relationships.

Requirements

Proven senior level experience in HR, either in a generalist or specialist capacity with demonstrable hands-on experience of supporting a Training & Competence framework in a UK financial services environment.
Strong experience in delivering commercial and pragmatic learning and development programmes across all levels.
Strong working knowledge of FCA T&C expectations, SM&CR, Conduct Rules, Fitness & Propriety, and Consumer Duty, and the ability to apply these pragmatically.
Experience of competence assessment, supervision frameworks, CPD/SPS controls, T&C record management, and governance reporting.
Ability to interpret data, identify meaningful trends, and translate MI into focused actions and senior-level recommendations.
Confident user of Microsoft Office, particularly Excel, and able to work effectively with learning, HR, or competence-management systems.
High personal credibility, sound judgement, and confidence to constructively challenge senior stakeholders while maintaining trusted relationships.
Excellent written and verbal communication, able to make complex regulatory and technical issues clear and practical.
Organised, detail-focused, and resilient, with the ability to manage cyclical regulatory activity alongside improvement work.
Client-outcome focused, commercially aware, and committed to high standards of integrity, fairness, and confidentiality.
Collaborative leadership style, with the ability to coach supervisors and influence colleagues across front office and control functions.
Proactive, curious, and improvement-oriented; able to distinguish a genuine learning need from issues of process, supervision, conduct, or accountability.
Adaptable and open to change, with the ability to respond constructively to evolving regulatory expectations, business priorities, systems, and ways of working.

Skills

Training and Competence framework operation
Competence standards definition
Risk-based T&C planning
T&C policy and procedure maintenance
Competence assessment and certification
Coaching and development
MI production and analysis
Data interpretation
Record management
Stakeholder management
External relationship building
Training & Development strategy
Learning delivery
Succession planning
AI and automation in learning
Team leadership
Budget management
Supplier management
FCA T&C expectations
SM&CR
Conduct Rules
Fitness & Propriety
Consumer Duty
Microsoft Office (Excel)
Learning/HR/Competence management systems

Location

London

Work Type

Full-time

Experience Level

Senior level

About the Company

LGT Wealth Management UK LLP is a UK-based partnership, wholly owned by the private banking group LGT, which is in turn owned by the Princely Family of Liechtenstein.
Established in 2008 with a fresh approach to wealth management.
Has two other entities focusing on US and Jersey based clients.
Head office is based in London with presence in Edinburgh, Jersey, Leeds, Birmingham, Bristol, and Manchester.
Offers a transparent service designed around client needs.
Draws together in-depth knowledge and experience to provide a flexible, bespoke service.
Mission is to create long-term value for all stakeholders.
Culture encourages idea generation, development, and implementation.
Core values: Belonging, respect, integrity, conviction, and entrepreneurship.
Becoming an employer of choice in its sector.
Over £30 billion in funds under management and circa 700 staff.