Training & Competence Supervisor for Financial Planners (Remote)

Radiant Financial Group; United Kingdom; Remote; GBP 42,000 - 60,000; Full time

Benefits offered by this job

Early Friday finish

Flexible working

28 days leave + bank holidays

4x salary death-in-service cover

Income protection

5% employer-matched pension

MediCash healthcare

Radiant Academy

Supportive culture

Job summary

Radiant Financial Group seeks a Training & Competence Supervisor to coach and develop Financial Planners, ensuring high standards of competency and compliance across the national network. You will support, coach and audit both Pre-CAS and CAS planners, maintaining robust records and contributing to continuous improvement.

The role involves overseeing training programs, observed meetings, and MI reviews, with UK travel as required.

Qualifications

• Experience in a Training & Competence (T&C) role within Financial Services, preferably Financial Adviser sector.
• Strong knowledge of FCA regulations related to Training & Competence and SMCR.
• Ability to interpret MI, identify trends and drive development actions.
• Excellent coaching, mentoring and communication skills.
• Capable of presenting to groups in training and classroom settings.

Responsibilities

• Act as first-line Supervisor for Financial Planners with varying levels of experience.
• Supervise Financial Planners in line with the Training & Competence Scheme requirements.
• Maintain comprehensive Training & Competence records.
• Conduct observed meetings (live, recorded or roleplay) to assess competency.
• Support induction training for Pre-CAS and acquired Financial Planners, including onboarding and sign-off.
• Provide 1-to-1 or group coaching to enhance knowledge and skills.
• Review MI to identify training needs and potential risks.
• Collate and review Financial Planner data to identify development opportunities.
• Support implementation of Consumer Duty requirements.

Skills

T&C experience

FCA regulations knowledge

Stakeholder management

Coaching & mentoring

Analytical skills

Excel and IT literacy

Group presentation skills

Tools

Excel

Microsoft Office

Job description

Radiant Financial Group seeks a Training & Competence Supervisor to coach and develop Financial Planners, ensuring high standards of competency and compliance across the national network. You will support, coach and audit both Pre-CAS and CAS planners, maintaining robust records and contributing to continuous improvement.

The role involves overseeing training programs, observed meetings, and MI reviews, with UK travel as required.