We are currently partnering with a well-established and highly regarded national wealth management business that is looking to appoint a Training & Competence Supervisor to join their growing team.

This is a fantastic opportunity for an experienced professional to take on a key role within the business, supporting the development, oversight and ongoing competency of Financial Planners and Advisers across the organisation.

The Role

Working closely with senior stakeholders, you will play a central role in overseeing the Training & Competence (T&C) framework, ensuring advisers operate in line with FCA requirements and internal standards.

This is a varied and impactful position, combining coaching, monitoring, training delivery and regulatory oversight, with the opportunity to influence and improve the overall quality of advice across the business.

Key Responsibilities

• Oversee the T&C framework for Financial Planners, Mortgage Advisers and other regulated individuals
• Conduct observations, file reviews and competency assessments
• Deliver structured training sessions (both 1:1 and group) to support adviser development
• Identify knowledge gaps and implement tailored development plans
• Support advisers in achieving and maintaining Competent Adviser Status (CAS)
• Maintain accurate T&C records and ensure ongoing regulatory compliance
• Work closely with Compliance, HR and senior leadership to ensure consistent standards
• Monitor advice quality and provide feedback and recommendations for improvement
• Stay up to date with regulatory changes, including FCA requirements and Consumer Duty

About You

• Level 4 Diploma in Financial Planning (DipPFS, DipFA or equivalent)
• Proven experience within a T&C, Compliance, or Paraplanning/Advisory role within financial services
• Strong understanding of FCA regulations and T&C frameworks
• Experience of coaching, mentoring or developing advisers
• Excellent communication, analytical and organisational skills
• A proactive and collaborative approach, with the ability to influence stakeholders

What’s on Offer

• Basic salary up to £60,000
• Discretionary bonus
• Excellent company benefits package
• Home-based working with flexibility
• The opportunity to play a key role in a growing, forward-thinking business
• Exposure to senior stakeholders and the ability to influence business-wide standards

Please note, this role will involve some travel to offices and adviser locations as required.

This is an excellent opportunity for someone looking to step into a high-impact role where they can shape adviser development and contribute to the continued success of a respected wealth management business.