Training & Competence Supervisor

ENGINEERINGUK; Manchester; On-site; GBP 45,000; Full time

Job summary

A leading financial services company is seeking a Training and Competency Supervisor to enhance practices with Financial Advisers in Manchester. This field-based role focuses on ensuring compliance with FCA guidelines and improving adviser performance through coaching and assessment. Join a supportive team dedicated to exceptional customer service and professional development.

Benefits

Annual bonus up to 17.5%

Contributory pension scheme, up to 20%

25 days annual leave + bank holidays

Family Friendly policy

Health and wellbeing plans

Employee volunteering opportunities

Refer a Friend bonus scheme (£500)

Life Assurance (4x salary)

Qualifications

• Experience in a Training & Competence role or as a Financial Adviser.
• Ability to develop a Training and Competency framework.
• Knowledge of regulatory and legislative frameworks.

Responsibilities

• Collaborate with Financial Advisers to develop best practices.
• Monitor and report on adviser knowledge, ethics, skills, and expertise.
• Coach and assess Advisers to ensure they meet expected standards.

Skills

Strong relationship-building skills

Excellent communication skills

Time management

Education

Level 4 Diploma Qualified

Diploma in Regulated Financial Planning

Job description

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Employer: NFU Mutual | Location: Manchester | 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 Financial Advisers.
• Opportunities to focus on your own continuous development.

Training & Competence Supervisor

• Work closely with Financial Advisers to develop best practices.
• Field-based role in the North with 15 FAs.
• Focus on your ongoing professional development.

About the role

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 with our Financial Advisers in the North to develop practices that adhere to FCA guidelines, ensuring exceptional customer service.

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

This dynamic role offers the chance to contribute to our Training and Competency framework. Your experience 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 coach and assess Advisers to ensure they meet expected standards, providing support and guidance to help them excel. Building strong relationships with stakeholders, including Sales Managers, is essential. You will support adviser knowledge, ethics, and skills to improve quality performance and standards.

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

Certified Function: This role is identified as a Certified Function for MSIL due to its responsibilities.

Manager of Certified Employees: This role manages or supervises certified employees and is held to the same standard of accountability.

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 have 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 performance issues to ensure competence. You may need to assess, investigate, and resolve incidents, ensuring activities comply with 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 prioritisation skills.
• Diploma in Regulated Financial Planning or working towards it.

We pride ourselves on being unique in the financial services industry, building trust and relationships with customers and employees. We help customers manage their money, achieve financial goals, and enjoy peace of mind. Our high retention rates highlight our loyalty.

At NFU Mutual, we support an inclusive workplace and value diversity. We encourage candidates to discuss any adjustments needed during recruitment.

We are a Disability Confident Employer, a Race at Work and Women in Finance Charter signatory, welcoming applicants from all backgrounds.

Benefits and rewards

When you join us, you can expect a supportive culture and attractive benefits, including:

• Salary up to £45k depending on experience
• Annual bonus up to 17.5%
• Contributory pension scheme, up to 20%
• 25 days annual leave + bank holidays + holiday trading scheme
• Family Friendly policy
• Discounts at High Street brands, travel, and supermarkets
• £20 monthly gym contribution
• Health and wellbeing plans
• Voluntary benefits including private medical insurance
• Employee volunteering opportunities
• Refer a Friend bonus scheme (£500)
• Life Assurance (4x salary)
• Employee discounts on insurance policies

Working at NFU Mutual

We are one of the UK's leading insurance and financial services companies, with over 110 years of customer focus. Recognised as a Gallup Exceptional Workplace 2024, we are committed to being a great place to work, supporting growth, and rewarding contributions.

Apply now.

Location: Manchester

We have over 300 local Agency offices across the UK managing existing customers and attracting new ones.