Training & Competence (T&C) Coach/Supervisor

Radcliffe & Newlands Wealth Ltd; Greater London; Hybrid; GBP 55,000 - 70,000; Full time

Job summary

Radcliffe & Newlands Wealth Ltd is seeking a skilled Training & Competence Coach to support growth in London. You will work hybrid, coaching advisers, focusing on soft skills, client relationships and presentation while collaborating with senior directors and the Head of Technical Research.

The role emphasizes developing new advisers’ skills, bridging the gap to client-facing advisory work and maintaining high standards in the T&C framework within the SMCR environment.

Qualifications

• Must hold a Level 4 Diploma in Financial Planning.
• Experience within a UK IFA T&C framework.
• Ability to coach and develop advisers’ skills and client-facing confidence.
• Strong soft skills and professional credibility with veteran advisers.

Responsibilities

• Monitor aspects of business quality of individual advisers using systems.
• Develop and assess new advisers’ skills and competencies.
• Collaborate with Directors and Head of Technical Research to support growth.

Skills

Coaching

Soft skills

Client relationships

Presentation

Education

Level 4 Diploma in Financial Planning

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.