Training and Competence Supervisor

JR United Kingdom; Bolton; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading wealth management firm is seeking a Training and Competency Supervisor in Bolton to ensure compliance and promote professional excellence among financial advisers. The role focuses on development and supervision, requiring strong T&C experience and excellent coaching skills.

Qualifications

• Proven experience in a T&C related role.

Responsibilities

• Supervising and supporting advisers in line with the firm’s T&C scheme.
• Conducting observations, coaching, and assessments of advisers.
• Leading induction training for new advisers.

Skills

Supervision

Coaching

Monitoring KPIs

Ethical advice

Job description

Training and Competency Supervisor

Location: Bolton, Greater Manchester, United Kingdom

Our client, a leading wealth management firm dedicated to delivering tailored financial solutions and exceptional service to their clients, is looking for a T&C Supervisor to join their team. The role involves supporting the development, supervision, and ongoing competence of financial advisers, ensuring regulatory standards are met, and fostering professional excellence.

Responsibilities include:

• Supervising and supporting advisers in line with the firm’s T&C scheme and FCA requirements.
• Conducting observations, coaching, and assessments of advisers.
• Monitoring KPIs and risk indicators to identify training needs.
• Leading induction training for new advisers and providing ongoing development.
• Collaborating with Compliance, Risk, and Learning & Development teams.
• Providing MI reports and contributing to audits and reviews.
• Promoting ethical advice and continuous learning.

Requirements:

• Proven experience in a T&C related role.

Note: Due to high application volume, not all applicants will be contacted. If you are not contacted within 7 working days, you have not been shortlisted.

Clayton Davies acts as an employment agency for this role.