Training & Competence Supervisor

M&G; Stirling; Hybrid; GBP 45,000 - 65,000; Full time

Benefits offered by this job

Pension up to 18%

Share Save & SIP

38 days annual leave

Parental leave

Private healthcare

Life Assurance

Job summary

Sandringham Financial Partners, part of M&G, is seeking an experienced Training & Competence professional to supervise adviser outcomes and ensure regulatory alignment. You will coach Advising Partners, provide regular feedback and support the SAR/AR regimes as part of a growing national advisory network.

Hybrid roles include locations in Huddersfield, London, Stirling or Edinburgh. The role emphasizes coaching, development of people, and delivering engaging training within a supportive M&G

Qualifications

• Background in T&C supervision, financial advice or paraplanning.
• Level 4 Diploma in Financial Planning, or currently working towards achieving it within a reasonable timeframe.
• Strong knowledge of SM&CR, AR regime, MiFID and PROD.
• Confident communicator who enjoys coaching, influencing and problem‑solving.

Responsibilities

• Supervise and support a portfolio of Advising Partners, ensuring ongoing competence and regulatory alignment.
• Deliver coaching, challenge and feedback through regular 1‑to‑1s and structured reviews.
• Support SM&CR and AR regime requirements, including Fit & Proper and KPI assessments.
• Identify advice risks, trends and development needs and help drive solutions.
• Design and deliver engaging training, induction and Academy content.
• Act as a trusted point of contact for technical, regulatory and T&C queries.
• Support new and developing advisers on their journey to competent adviser status.
• Contribute to wider projects across advice, AML, vulnerable clients and business change.
• Understand the intricacies of advice businesses to deliver coaching on where advisers and directors can build stronger and more efficient businesses.

Skills

T&C supervision

Financial advice

Paraplanning

Coaching

Education

Level 4 Diploma in Financial Planning

Job description

At M&G, our purpose is to give everyone real confidence to put their money to work. With a heritage dating back more than 175 years, we have a long history of innovation in savings and investments, combining asset management and insurance expertise to offer a wide range of solutions.

Our two distinct operating segments, Asset Management and Life, work together to provide access to balanced, long-term investment and savings solutions.

Through telling it like it is, owning it now and moving it forward together with care and integrity; we are creating an exceptional place to work for exceptional talent.

We will consider flexible working arrangements for any of our roles and offer workplace adjustments to ensure you have the support you need to succeed in your role.

Training & Competence Supervisor

Sandringham Financial Partners, part of M&G, is one of the UK’s leading national independent advice firms. Our Training & Competence team plays a critical role in maintaining high‑quality, compliant advice across our nationwide adviser network.

We’re looking for an experienced T&C professional, adviser or paraplanner who enjoys developing people, shaping advice standards and working at the heart of a growing advice business.

Why Sandringham?

A genuine next step for advisers, paraplanners or T&C professionals

Variety, autonomy and real influence over advice quality

Career development within a growing firm backed by M&G

Key Responsibilities

• Supervise and support a portfolio of Advising Partners, ensuring ongoing competence and regulatory alignment
• Deliver coaching, challenge and feedback through regular 1‑to‑1s and structured reviews
• Support SM&CR and AR regime requirements, including Fit & Proper and KPI assessments
• Identify advice risks, trends and development needs and help drive solutions
• Design and deliver engaging training, induction and Academy content
• Act as a trusted point of contact for technical, regulatory and T&C queries
• Support new and developing advisers on their journey to competent adviser status
• Contribute to wider projects across advice, AML, vulnerable clients and business change
• Understand the intricacies of advice businesses to deliver coaching on where advisers and directors can build stronger and more efficient businesses

Key Knowledge, Skills & Experience

• Background in T&C supervision, financial advice or paraplanning
• Level 4 Diploma in Financial Planning, or currently working towards achieving it within a reasonable timeframe
• Strong knowledge of SM&CR, AR regime, MiFID and PROD
• Confident communicator who enjoys coaching, influencing and problem‑solving
• Comfortable balancing regulatory standards with commercial realities
• Resilient, adaptable and motivated by continuous improvement
• Desirable: Advanced qualifications, later life or complex advice experience

Location

Huddersfield, London, Stirling or Edinburgh (hybrid working)

Work Level

Experienced Colleague

What we offer

We’re dedicated to supporting your wellbeing and helping you thrive, both at work and beyond. Our benefits are designed to help you balance your professional and personal life, and financially plan for the future. Our UK benefits include:

• A valuable pension scheme of up to 18% (13% made up of employer contributions and 5% employee contributions).
• Access to our Share Save and Share Incentive Plan, alongside financial wellbeing and support services to help give you real confidence to put your money to work.
• Enjoy 38 days annual leave (including bank holidays), with the opportunity to purchase up to five extra days. Our Time Off When You Need It policy gives you the flexibility - to balance work and personal commitments.
• Our market-leading Inspiring Families policy includes comprehensive support and paid parental leave covering maternity, adoption, surrogacy, and paternity leave - because supporting families is an important part of our inclusive culture.
• Health & Protection cover includes Private Healthcare, Critical Illness cover and Life Assurance for you, with additional family options - for peace of mind.

To explore more about life at M&G and our full benefits offering, visit Life at M&G

At M&G we strive to have a diverse workforce and an inclusive culture, underpinned by our policies and employee-led networks that offer networking, support and development opportunities for the diverse communities our colleagues represent. We welcome applications from people of all backgrounds – across gender, ethnicity, age, disability, sexual orientation and more – including neurodivergent individuals, career returners and those with military service experience.

M&G is proud to be Level 3: Disability Confident Leader under the UK Government Disability Confident employer scheme, and we welcome applications from candidates with disabilities and long-term health conditions. If you would like to participate in the initiative, you will have the opportunity to indicate this on your application.

We are committed to providing an inclusive recruitment process. All candidates have the opportunity to request reasonable adjustments when applying. If you need any additional support at any stage, please contact us at: [e-mail]