Training & Competence Supervisor York

NFU Mutual; York; On-site; GBP 45,000 - 52,000; Full time

Job summary

Join NFU Mutual as a Training and Competency Supervisor, where you'll collaborate with Financial Advisers to enhance practices and ensure compliance with FCA guidelines. This field-based role focuses on developing a robust T&C framework while supporting advisers in their professional growth. Enjoy a competitive salary, annual bonuses, and a supportive work culture.

Benefits

Annual bonus up to 17.5% of salary

Contributory pension scheme up to 20%

25 days annual leave + bank holidays

Family Friendly policy

Health and wellbeing plan

Employee discounts on insurance policies

Qualifications

• Experience in a Training & Competence role or as a Financial Adviser.
• Strong knowledge of regulatory requirements.
• Ability to monitor and assess adviser performance.

Responsibilities

• Develop best-in-class practices for Financial Advisers.
• Monitor and review adviser knowledge and skills.
• Build strong relationships with key stakeholders.

Skills

Relationship-building

Communication

Time management

Education

Level 4 Diploma in Regulated Financial Planning

Job description

• 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.

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 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 where 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 the Financial Advisers to ensure they meet expected standards. You will provide them with support and guidance to excel. Building strong relationships with key stakeholders, including Sales Managers, will be essential. You should have the confidence and experience to support adviser knowledge, ethics, and skills, striving for improved quality performance and standards.

Certification: This role is subject to certification. Certification applies to key roles within the organisation that meet set criteria defined by our regulators. Certification is an internal process undertaken in line with regulatory requirements and is to be in place on appointment and annually thereafter.

Certified Function: This role is subject to certification for MSIL due to being identified as:

Manager of Certified Employees: A person who manages or supervises a Certified employee. This role is responsible for the management of certified employees and is held to the same standard of accountability. The inclusion of this role in the certification hierarchy ensures a clear chain of accountability between the managed certified employees and the Senior Manager ultimately responsible for that area.

About you

You’ll be a Level 4 Diploma Qualified professional (or working towards it), with experience in a Training & Competence role or as a Financial Adviser. You’ll have strong relationship-building skills and the ability to establish and develop a Training and Competency framework. You’ll ensure that the FCA’s TC sourcebook requirements regarding adviser knowledge, ethics, skills, and expertise are achieved.

You’ll support the business and its objectives by monitoring, reviewing, and reporting on the knowledge, ethics, skills, and expertise of our Financial Advisers, managing quality performance issues to ensure competence is achieved and maintained. This role may require you to assess, investigate, and provide solutions to incidents and issues to minimize their impact, restore normal operations, and establish root causes with corrective actions. You’ll ensure all activities adhere to regulatory expectations for a certified role.

This is a field-based role that requires travel, so you must be willing to travel weekly and have access to a car.

To join our team, you’ll also have:

• Strong knowledge and understanding of the regulatory and legislative framework
• Excellent communication skills, especially in tough or uncomfortable situations
• Proven time management and prioritization skills with the ability to work under pressure
• A Diploma in Regulated Financial Planning or working towards it

We pride ourselves on being unique in the financial services industry, not only for our products but for the trust and relationships we build with our customers and employees. We help our customers manage their money, achieve their financial goals, and enjoy peace of mind. Our market-leading retention rates highlight customer loyalty.

At NFU Mutual, we support an inclusive workplace and value all differences that make us unique. We celebrate the creativity and innovation from diverse perspectives and experiences, sharing a vision of doing the right thing for our customers and employees.

We recognize that some candidates may face barriers during recruitment. We encourage candidates to discuss any adjustments or accommodations needed to perform their best during our recruitment process.

We’re proud to be a Disability Confident Employer, a signatory to the Race at Work and Women in Finance Charters, and we welcome applications from all backgrounds, regardless of age, ethnicity, disability, neurodiversity, gender, religion, marital status, sexual orientation, or socioeconomic background.

Benefits and Rewards

When you join our team, you can expect a supportive culture and attractive rewards including:

• Salary circa £45k depending on experience
• Annual bonus (up to 17.5% of salary)
• Contributory pension scheme, up to 20%, including your 8% contribution
• 25 days annual leave + bank holidays + buy/sell/save holiday trading scheme
• A Family Friendly policy to help balance work and family responsibilities
• Access to savings at high street brands, travel, and supermarkets
• £20 contribution to a monthly gym membership – T&Cs apply
• Health and wellbeing plan with cashback for dentist, opticians, physio, and more
• Access to voluntary benefits, including health assessments, private medical and dental insurance
• Employee volunteering day each year
• Unlimited Refer a Friend bonus scheme (£500)
• Life Assurance of 4x salary
• Employee discounts of 15% on NFU Mutual insurance policies

Working at NFU Mutual

We’re one of the UK’s leading general insurance and financial services companies. For over 110 years, we’ve put our customers first. Our people are vital to us. We pride ourselves on being “a great place to work” and have received the Gallup Exceptional Workplace award for 2024, among other recognitions.

We offer a supportive culture that empowers and inspires our staff to perform, grow, and be recognized. Our team is proud to work for a company that respects and values them, and that is financially sustainable for the future.

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

From our rural roots to a UK-wide organization turning over £1 billion annually, we remain committed to customer focus, trust, respect, and personal service, with big ambitions for the future. We seek talented individuals to join us in this journey.