Trainee T&C Coach & Development Lead

Clayton Davies; United Kingdom; On-site; GBP 22,000 - 32,000; Full time

Job summary

Clayton Davies on behalf of a leading national IFA firm seeks a Trainee T&C Supervisor to join the T&C team. This role offers an excellent opportunity for someone with strong technical financial planning knowledge who wants to develop expertise in adviser coaching, assessment, and professional development.

Working closely with advisers, leadership teams, and training specialists, you will help new and developing advisers build the competence, confidence, and capability required to succeed.

Qualifications

• Diploma in Regulated Financial Planning (Level 4) or working towards completion.
• Previous experience within the IFA/Wealth Management sector.
• Good technical understanding of investment, retirement planning, and protection solutions.

Responsibilities

• Assist in the oversight and development of trainee and newly qualified advisers.
• Help monitor adviser progression against established competence and quality standards.
• Observe client meetings, practical exercises, and development activities to evaluate performance.
• Deliver constructive guidance and developmental feedback to support continuous improvement.
• Contribute to onboarding programmes, workshops, and learning initiatives for new advisers.
• Collaborate with regional leadership teams to support advisers through key career milestones and accreditation stages.
• Review performance data and identify opportunities for enhanced adviser development.
• Encourage high-quality client outcomes through the promotion of best practice and professional standards.
• Support a culture of ongoing learning, accountability, and excellence.

Skills

Adviser coaching

Financial planning knowledge

Education

Diploma in Regulated Financial Planning (Level 4)

Job description

Clayton Davies on behalf of a leading national IFA firm seeks a Trainee T&C Supervisor to join the T&C team. This role offers an excellent opportunity for someone with strong technical financial planning knowledge who wants to develop expertise in adviser coaching, assessment, and professional development.

Working closely with advisers, leadership teams, and training specialists, you will help new and developing advisers build the competence, confidence, and capability required to succeed.