Training and Competence Supervisor

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

Job summary

A leading wealth management firm is seeking a Training and Competence Supervisor in Chelmsford. The role involves supervising and supporting financial advisers, ensuring compliance with regulatory standards, and promoting professional development through coaching and assessments. Join a dynamic team committed to ethical advice and continuous learning.

Qualifications

• Proven experience in a T&C related role.

Responsibilities

• Supervise and support advisers in line with the firm's T&C scheme.
• Conduct observations, coaching, and assessments of advisers.
• Monitor KPIs and identify training needs.
• Lead induction training for new advisers.
• Collaborate with Compliance and Risk teams.

Skills

Supervision

Coaching

Assessment

Monitoring KPIs

Compliance

Collaboration

Job description

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Training and Competence Supervisor, Chelmsford

Client: Clayton Davies

Location: Chelmsford

Job Category: Other

EU work permit required: Yes

Job Views: 4

Posted: 07.06.2025

Expiry Date: 22.07.2025

Job Description:

Training and Competency Supervisor

Location: South West

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 a culture of professional excellence.

Role & Responsibilities:

• Supervise and support advisers in line with the firm’s T&C scheme and FCA requirements.
• Conduct observations, coaching, and assessments of advisers.
• Monitor KPIs and risk indicators to identify training needs.
• Lead induction training for new advisers and support ongoing development.
• Collaborate with Compliance, Risk, and Learning & Development teams to ensure governance and continuous improvement.
• Provide MI reporting and contribute to audits and reviews.
• Promote ethical advice and continuous learning.

Requirements:

• Proven experience in a T&C related role.

Due to the high volume of applications, if you are not contacted within 7 working days, you have not been shortlisted.

Clayton Davies is acting as an employment agency on behalf of the client.