Training & Competence Supervisor

ENGINEERINGUK; Glasgow; On-site; GBP 45,000 - 52,000; Full time

Job summary

A leading insurance and financial services company is seeking a Training and Competence Supervisor in Glasgow. This field-based role focuses on developing best practices and ensuring compliance with FCA guidelines while monitoring adviser performance. The position offers a competitive salary, annual bonus, and a comprehensive benefits package.

Benefits

Contributory pension

25 days holiday + bank holidays

Flexible holiday trading

Family-friendly policies

Health plans

Volunteering opportunities

Referral bonuses

Life assurance

Employee discounts

Qualifications

• Experience in a Training & Competence role or as a Financial Adviser.
• Ability to develop a Training and Competency framework.
• Experience in monitoring and reporting on adviser knowledge and skills.

Responsibilities

• Collaborate with Financial Advisers to develop best practices.
• Monitor financial sales force to meet standards.
• Drive improvements in the T&C scheme by coaching Financial Advisers.

Skills

Strong knowledge of regulatory and legislative frameworks

Excellent communication skills

Time management and prioritization skills

Education

Level 4 Diploma Qualified or working towards it

Diploma in Regulated Financial Planning or working towards it

Job description

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Employer: NFU Mutual | Location: Glasgow | Salary: c £45,000 + 17.5% annual bonus + benefits package | Closing date: 18 Jun 2025

• Fantastic opportunity to work closely with our Financial Advisers to develop best-in-class practices
• Field-based role in the North working with 15 FAs
• Opportunities to focus on your own continuous development

Training & Competence Supervisor

We are excited to offer an opportunity for a Training and Competency Supervisor to join our expanding T&C team. In this role, you will collaborate closely with our Financial Advisers in the North to develop best-in-class practices that adhere to FCA guidelines, ensuring our customers receive exceptional service.

Our team is dedicated to putting customers at the heart of everything we do, a commitment that has built our strong reputation. Your primary focus will be to ensure our customers are served appropriately by monitoring the financial sales force to meet our high standards and reporting directly to the T&C Manager when standards are not met.

This dynamic role offers the chance to contribute to the development of our Training and Competency framework. Your experience and knowledge will help shape the future of T&C.

Your key responsibilities include establishing, facilitating, and implementing effective consultation with Financial Advisers on T&C scheme requirements. You will drive improvements in the T&C scheme by coaching and assessing Financial Advisers, supporting them to meet expected standards. Building strong relationships with stakeholders, including Sales Managers, will be essential. You should have the confidence and experience to support adviser knowledge, ethics, and skills, aiming for improved quality performance and standards.

Certification: This role is subject to certification, which is an internal process aligned with regulatory requirements, to be in place on appointment and annually thereafter.

Certified Function: This role is subject to certification for MSIL due to being identified as a Manager of Certified Employees, responsible for managing or supervising certified employees, ensuring accountability and compliance.

About you

You will be a Level 4 Diploma Qualified professional (or working towards it), with experience in a Training & Competence role or as a Financial Adviser. You should possess strong relationship-building skills and the ability to develop a Training and Competency framework, ensuring FCA expectations are met.

You will support the business by monitoring, reviewing, and reporting on adviser knowledge, ethics, skills, and expertise, managing quality issues to ensure competence. You may need to assess, investigate, and resolve incidents to minimize impact, restore operations, and establish root causes with corrective actions. All activities must adhere to regulatory standards.

This is a field-based role requiring weekly travel and access to a car.

Additional requirements

• Strong knowledge of regulatory and legislative frameworks
• Excellent communication skills, especially in challenging situations
• Proven time management and prioritization skills under pressure
• Diploma in Regulated Financial Planning or working towards it

About NFU Mutual

We are one of the UK's leading insurance and financial services companies, with over 110 years of customer focus. We are proud to be recognized as a Gallup Exceptional Workplace 2024 awardee, a Top Employer, and a great place to work, committed to diversity, inclusion, and community engagement.

Benefits

Competitive salary up to £45k, annual bonus (up to 17.5%), contributory pension, 25 days holiday + bank holidays, flexible holiday trading, family-friendly policies, discounts, health plans, volunteering opportunities, referral bonuses, life assurance, and employee discounts.

Working at NFU Mutual

We foster a supportive, empowering culture that values our people and communities. Join us to grow your career in a sustainable, successful organization.

Apply now

Address: Glasgow, Centenary House, 69 Wellington Street, G2 6HG