Training and Competence Coach

TipTopJob; Greater London; Hybrid; GBP 55,000 - 70,000; Full time

Job summary

Radcliffe and Newlands Wealth in London is looking for a Training and Competence Coach/Supervisor to support growth and ensure adviser quality within its IFA framework. You will work closely with SMF16/SMF17 Directors and the Head of Technical Research to monitor and develop adviser performance.

The role emphasizes coaching, soft skills, client relationships and effective presentations, with a career path toward the T&C Manager position as the business expands.

Qualifications

• Minimum CII Level 4 Diploma in Financial Planning.
• Experience working within a UK IFA T&C framework.
• Focus on coaching, soft skills, client relationships and presentation.

Responsibilities

• Monitor aspects of business quality of individual advisers.
• Assess ongoing competence and develop new advisers' skills.
• Collaborate with SMF16/SMF17 Directors and Head of Technical Research.

Skills

Coaching

Soft skills

Client relationships

Presentation

Education

CII Level 4 Diploma in Financial Planning

Job description

Training and Competence (T and C) Coach/Supervisor

Location London (Hybrid / Office visits as required)

Salary A GBP 55,000 : A GBP 70,000 Depending on skills and experience

Qualification Requirement: Minimum Level 4 Diploma in Financial Planning

The Career Path : For the right candidate, this role offers a pathway to step up into the T and C Manager position, taking strategic ownership of our entire T and C framework as the business expands.

About Us

• Radcliffe and Newlands Wealth are an established, high:quality Independent Financial Adviser (IFA) based in the City of London. Their established advisory team is comprised of 16 highly experienced financial planners.
• For future growth they have their academy for new advisers. Their current cohort includes 5 new members at different stages of their career path, from being new paraplanners through to competent adviser. Their academy members are all experienced, high:calibre paraplanners already meeting high standards for technical advice quality.

The Opportunity

Radcliffe and Newlands Wealth are looking for a skilled T and C Coach to support their growth. You will work directly alongside their SMF16 and SMF17 Directors and collaborate closely with their Head of Technical Research team.

You will be using systems to monitor aspects of business quality of individual advisers, but this is not a data heavy or paper:based compliance role. The Head of Paraplanning handles routine file checks, and their directors manage SMCR and annual Fit and Proper reviews. This frees you up to use your skills to assess the ongoing competence of experienced advisers, and to develop and assess new advisers skills.

Radcliffe and Newlands Wealth are Looking For

• The Basics: You must hold a minimum of a CII Level 4 Diploma (or equivalent) and have solid experience working within an UK IFA T and C framework.
• The Coach Mentality: You know how to help elite paraplanners bridge the gap to become confident, client:facing advisers. You focus on soft skills, client relationship building, and presentation.
• The Diplomat: You possess the emotional intelligence and industry credibility to engage with veteran advisers with many years of experience, acting as a supportive peer rather than a rigid auditor.