Hybrid Training & Competence Coach — Path to Manager

Radcliffe & Newlands Wealth Ltd; Greater London; Hybrid; GBP 55,000 - 70,000; Full time

Job summary

Radcliffe & Newlands Wealth Ltd is seeking a skilled Training & Competence Coach to support growth in London. You will work hybrid, coaching advisers, focusing on soft skills, client relationships and presentation while collaborating with senior directors and the Head of Technical Research.

The role emphasizes developing new advisers’ skills, bridging the gap to client-facing advisory work and maintaining high standards in the T&C framework within the SMCR environment.

Qualifications

• Must hold a Level 4 Diploma in Financial Planning.
• Experience within a UK IFA T&C framework.
• Ability to coach and develop advisers’ skills and client-facing confidence.
• Strong soft skills and professional credibility with veteran advisers.

Responsibilities

• Monitor aspects of business quality of individual advisers using systems.
• Develop and assess new advisers’ skills and competencies.
• Collaborate with Directors and Head of Technical Research to support growth.

Skills

Coaching

Soft skills

Client relationships

Presentation

Education

Level 4 Diploma in Financial Planning

Job description

Radcliffe & Newlands Wealth Ltd is seeking a skilled Training & Competence Coach to support growth in London. You will work hybrid, coaching advisers, focusing on soft skills, client relationships and presentation while collaborating with senior directors and the Head of Technical Research.

The role emphasizes developing new advisers’ skills, bridging the gap to client-facing advisory work and maintaining high standards in the T&C framework within the SMCR environment.