Remote Training & Competence Supervisor: Financial Planners

Radiant Financial; England; On-site; GBP 42,000 - 62,000; Full time

Benefits offered by this job

Early finish Fridays

28 days leave + holidays

Death in service 4x salary

Income protection up to 5 years

Pension 5% employer matched

MediCash healthcare

Radiant Academy

Supportive culture

Job summary

Radiant Financial is seeking 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 our growing national business.

This role involves acting as a first-line supervisor, maintaining training records, observing meetings, and delivering coaching to enhance planner knowledge and skills while supporting induction and Consumer Duty compliance across the organisation.

Qualifications

• Experience in a similar Training & Competence role within Financial Services.
• Strong analytical skills to interpret MI and identify trends.
• Strong organisational skills with high attention to detail.
• Ability to build stakeholder relationships and drive improvement.
• Excellent communication, coaching and mentoring abilities.
• Good IT literacy, especially Microsoft Office and Excel.
• Knowledge of FCA Training & Competence, SMCR and related best practices.
• Ability to present to groups in training or presenting settings.

Responsibilities

• Act as first-line Supervisor for Financial Planners with varying experience levels.
• Supervise Financial Planners per the Training & Competence Scheme.
• Maintain comprehensive Training & Competence records.
• Conduct observed meetings to support development and assess competency.
• Support induction training for Pre-CAS and acquired Planners, including onboarding and sign-off.
• Provide 1-to-1 or group training to enhance knowledge and skills.
• Review MI to identify training needs and potential risks.
• Collate Financial Planner data to identify development opportunities.
• Support implementation of Consumer Duty requirements.

Skills

Training & Competence

Coaching

Observations

FCA regulations

Stakeholder management

Analytical skills

IT literacy

Excel

Tools

Microsoft Office

Excel

Job description

Radiant Financial is seeking 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 our growing national business.

This role involves acting as a first-line supervisor, maintaining training records, observing meetings, and delivering coaching to enhance planner knowledge and skills while supporting induction and Consumer Duty compliance across the organisation.