Elite Training & Competence Coach for Advisers

Equals One Ltd; Greater London; Hybrid; GBP 55,000 - 70,000; Full time

Job summary

Radcliffe & Newlands Wealth is seeking a Training & Competence (T&C) Coach/Supervisor in London. The hybrid role supports growth by coaching paraplanners and advisers, aligning with SMF16/17 Directors and the Head of Technical Research.

You'll assess ongoing competence, develop new advisers’ skills, and monitor quality without heavy data workload. The ideal candidate holds a minimum Level 4 Diploma in Financial Planning (CII Level 4 Diploma) and has solid experience within a UK IFA

Qualifications

• Minimum Level 4 Diploma in Financial Planning is required.
• Experience within a UK IFA T&C framework is essential.
• Strong coaching and development abilities are needed.

Responsibilities

• Assess ongoing competence of advisers and monitor quality.
• Develop and assess new advisers’ skills and readiness.
• Collaborate with Directors and Head of Technical Research.

Skills

Coaching

Emotional intelligence

Client relationships

Education

CII Level 4 Diploma

Job description

Radcliffe & Newlands Wealth is seeking a Training & Competence (T&C) Coach/Supervisor in London. The hybrid role supports growth by coaching paraplanners and advisers, aligning with SMF16/17 Directors and the Head of Technical Research.

You'll assess ongoing competence, develop new advisers’ skills, and monitor quality without heavy data workload. The ideal candidate holds a minimum Level 4 Diploma in Financial Planning (CII Level 4 Diploma) and has solid experience within a UK IFA