Training & Competence Supervisor (Financial Services)
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AI Summary
The supervisor will coach and develop Financial Planners to ensure high standards of competency, compliance, and professional development. They are responsible for maintaining accurate records, conducting observed meetings, and identifying training needs through MI analysis.
Location: Remote (Regular UK Travel Required)
Employment Type: Full-Time - 35 hours (with an early Friday finish)
Department: Training & Competence
Salary: Competitive, depending on experience
Are you an experienced Training & Competence professional with a passion for developing Financial Planners and driving high standards of competency? We're looking for a Training & Competence Supervisor to support, coach and develop both Pre-CAS and CAS Financial Planners, ensuring high standards of competency, compliance and professional development across a growing national business.
This is a fantastic opportunity to join a growing financial services organisation where you can make a real impact through mentoring, coaching and continuous improvement.
Consumer Duty
You must maintain an understanding of the four pillars of Consumer Duty and how they relate practically to the execution of your role. Your attendance at relevant Consumer Duty training is mandated to ensure that your knowledge and experience remain up to date. The Consumer Duty pillars are:
Apply Now
If you're an experienced Training & Competence professional looking to make a real impact on adviser development, compliance standards and business performance, we'd love to hear from you.
Please note: All successful applicants will be required to undergo background screening, including police and bankruptcy checks.
Employment Type: Full-Time - 35 hours (with an early Friday finish)
Department: Training & Competence
Salary: Competitive, depending on experience
Are you an experienced Training & Competence professional with a passion for developing Financial Planners and driving high standards of competency? We're looking for a Training & Competence Supervisor to support, coach and develop both Pre-CAS and CAS Financial Planners, ensuring high standards of competency, compliance and professional development across a growing national business.
This is a fantastic opportunity to join a growing financial services organisation where you can make a real impact through mentoring, coaching and continuous improvement.
- Level 4 Diploma Qualified
- Experience in a similar (T&C) role gained within the Financial Services Industry, preferably in the Financial Adviser sector.
- Strong analytical skills with the ability to interpret MI, identify trends and recommend development actions.
- Strong organisational skills and attention to detail.
- Ability to build strong stakeholder relationships and drive continuous improvement initiatives.
- Excellent communication, coaching and mentoring skills.
- A Good level of IT literacy and Microsoft Office packages in particular Excel.
- Detailed knowledge of relevant FCA regulations in relation to Training & Competence and SMCR and knowledge of best practice of their application.
- Ability to present to groups, within both a training and presenting environment.
- Act as first-line Supervisor for Financial Planners with varying levels of experience
- Supervise Financial Planners in line with the requirements of our Training & Competence Scheme
- Maintain comprehensive and accurate Training & Competence records
- Undertake observed meetings (live, recorded or via roleplay) to support Financial Planners development and assess competency
- Support Radiant's induction training programme for both Pre-CAS and acquired Financial Planners, including the onboarding and sign-off process
- Provide 1-to-1 coaching and training or group training to enhance Financial Planners knowledge and skills
- Regularly review MI to identify training needs and identify any potential emerging risks
- Collate/review Financial Planner data to identify development opportunities
- Undertake ad-hoc Project work
- Support with the implementation of Consumer Duty requirements.
Consumer Duty
You must maintain an understanding of the four pillars of Consumer Duty and how they relate practically to the execution of your role. Your attendance at relevant Consumer Duty training is mandated to ensure that your knowledge and experience remain up to date. The Consumer Duty pillars are:
- Consumer Understanding - Consumers are equipped to make good decisions. Information is made available at the right time and is understandable.
- Price and Value – Products and services should be sold at a price that reflects their value. There should be no excessively high fees.
- Products and Services – The firm’s products and services should be fit for purpose. The terms match the target consumer needs and products and services work as expected.
- Consumer Support – Customer service should be responsive and helpful. It should be as easy to complain about or switch and cancel products or services as it was to buy them.
- Early finish every Friday at 2:15pm and flexible working
- 28 days annual leave plus bank holidays, with an additional day off for your birthday
- 4x salary death-in-service cover
- Up to 5 years income protection
- 5% employer-matched pension contributions
- MediCash healthcare benefits, including 24/7 GP access, mental health support, and retail discounts
- Ongoing learning and career development through the Radiant Academy
- A supportive and collaborative culture where people genuinely enjoy working together
Apply Now
If you're an experienced Training & Competence professional looking to make a real impact on adviser development, compliance standards and business performance, we'd love to hear from you.
Please note: All successful applicants will be required to undergo background screening, including police and bankruptcy checks.
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