Training & Competence Supervisor

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

Job summary

A leading financial services company seeks a Training and Competence Supervisor to enhance practices and ensure compliance with FCA guidelines. This field-based role involves collaboration with Financial Advisers, monitoring performance, and supporting continuous development, offering a competitive salary and benefits package.

Benefits

Annual bonus up to 17.5%

Contributory pension scheme

25 days annual leave + bank holidays

Family Friendly policies

Gym contribution

Health and wellbeing plans

Employee discounts

Life Assurance (4x salary)

Qualifications

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

Responsibilities

• Develop best-in-class practices with Financial Advisers.
• Monitor and report on adviser performance.
• Drive improvements in the T&C scheme.

Skills

Relationship-building

Communication

Time management

Education

Level 4 Diploma

Diploma in Regulated Financial Planning

Job description

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Employer: NFU Mutual | Location: York | 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

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. As a key member of our team, your primary focus will be to ensure our customers are served appropriately. You will be part of a team that monitors the financial sales force to ensure they meet our high standards and report directly to the T&C Manager when standards are not being 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 will 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 to meet expected standards. Providing support and guidance to help them excel will be essential. Building strong relationships with stakeholders, including Sales Managers, will be crucial. 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 applies to key roles within the organisation that meet set criteria defined by regulators. Certification is an internal process in line 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 Certified Employee Manager, responsible for managing or supervising certified employees, ensuring accountability and oversight.

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 establish and develop a Training and Competency framework. You will ensure compliance with FCA's TC sourcebook regarding adviser knowledge, ethics, skills, and expertise.

You will support the business by monitoring, reviewing, and reporting on adviser performance, managing quality issues, and ensuring competence. You may need to assess, investigate, and resolve incidents, ensuring activities adhere to regulatory expectations for certified roles.

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 under pressure
• 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 our customers and employees. We help customers manage money, achieve financial goals, and enjoy peace of mind. Our high retention rates reflect our commitment.

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 signatory to the Race at Work and Women in Finance Charters, welcoming applications from all backgrounds.

Benefits and Rewards

Joining our team offers a supportive culture and attractive rewards, including:

• Salary up to £45k depending on experience
• Annual bonus up to 17.5%
• Contributory pension scheme, up to 20%, including your 8% contribution
• 25 days annual leave + bank holidays + holiday trading scheme
• Family Friendly policies
• Savings discounts at high street brands, travel, and supermarkets
• £20/month gym contribution
• Health and wellbeing plans
• Voluntary benefits, including health assessments and insurance
• Employee volunteering opportunities
• Refer a Friend bonus scheme (£500)
• Life Assurance (4x salary)
• Employee discounts on NFU Mutual policies

Working at NFU Mutual

We are a leading UK general insurance and financial services company with over 110 years of history. We prioritize our customers and employees, being recognized as a Gallup Exceptional Workplace and a Top Employer. We foster a culture of growth, recognition, and community involvement.

Apply now.

Location: York, Zenith House, Clifton Park Avenue, Shipton Road, York, YO30 5PB

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