Training & Competence (T&C) Coach/Supervisor

Equals One Ltd; Greater London; Hybrid; GBP 55,000 - 70,000; Full time

Job summary

Radcliffe & Newlands Wealth seeks a Training & Competence Coach/Supervisor to support the firm’s adviser academy and raise QA across the IFA network.

You will work with the SMF16/SMF17 Directors and the Head of Technical Research to assess ongoing adviser competence, coach paraplanners toward client-facing roles, and develop soft skills like relationship-building and presentation. Hybrid London-based role.

Qualifications

• Minimum requirement: CII Level 4 Diploma or equivalent.
• Experience within a UK IFA T&C framework is essential.
• Ability to coach paraplanners toward adviser readiness.

Responsibilities

• Monitor adviser quality and competence using established systems.
• Support the growth of advisers from paraplanner to client-facing roles.
• Collaborate with Directors and Head of Technical Research on SMCR and Fit & Proper processes.

Skills

Coaching

Client relationship building

Presentation

Soft skills

Education

CII Level 4 Diploma

Job description

Training & Competence (T&C) Coach/Supervisor

Location London (Hybrid / Office visits as required)

Salary £55,000 - £70,000 Depending on skills and experience

Qualification Requirement: Minimum Level 4 Diploma in Financial Planning

The Career Path

For the right candidate, this role offers a pathway to step up into the T&C Manager position, taking strategic ownership of our entire T&C framework as the business expands.

About Us

• Radcliffe & Newlands Wealth are an established, high-quality Independent Financial Adviser (IFA) based in the City of London.Their established advisory team is comprised of 16 highly experienced financial planners.
• For future growth they have their academy for new advisers.Their current cohort includes 5 new members at different stages of their career path, from being new paraplanners through to competent adviser.Their academy members are all experienced, high-calibre paraplanners already meeting high standards for technical advice quality.

The Opportunity

Radcliffe & Newlands Wealth are looking for a skilled T&C Coach to support their growth.You will work directly alongside their SMF16 and SMF17 Directors and collaborate closely with their Head of Technical Research team.

You will be using systems to monitor aspects of business quality of individual advisers, but this is not a data heavy or paper-based compliance role.The Head of Paraplanning handles routine file checks, and their directors manage SMCR and annual Fit & Proper reviews.This frees you up to use your skills to assess the ongoing competence of experienced advisers, and to develop and assess new advisers’ skills.

Radcliffe & Newlands Wealth are Looking For

• The Basics: You must hold a minimum of a CII Level 4 Diploma (or equivalent) and have solid experience working within an UK IFA T&C framework.
• The Coach Mentality: You know how to help elite paraplanners bridge the gap to become confident, client-facing advisers.You focus on soft skills, client relationship building, and presentation.
• The Diplomat: You possess the emotional intelligence and industry credibility to engage with veteran advisers with many years of experience, acting as a supportive peer rather than a rigid auditor.