Training and Competency Supervisor - remote

Training & Competence Supervisor

Salary: Up to £60,000 + comprehensive benefits package Location: Remote, with occasional travel to Bath and other UK locations Working Pattern: Full-time, with flexibility to consider compressed hours over a 4-day week

We're seeking an experienced Training & Competence Supervisor to join a growing wealth management and financial planning business. This is an excellent opportunity for a T&C professional who is passionate about developing advisers, driving high standards, and ensuring regulatory compliance across a financial services environment. [202503 - T...rvisor (3) | PDF]

The Role

You'll play a key role in supporting the training, development, supervision, and competency assessment of Financial Planners, Mortgage Advisers, and other regulated individuals. Working closely with Compliance, HR, and business leaders, you'll help ensure advisers operate within regulatory requirements while delivering excellent client outcomes. [202503 - T...rvisor (3) | PDF]

Key Responsibilities

• Oversee and support the Training & Competence framework for regulated individuals.
• Conduct observations, coaching sessions, development reviews, and competency assessments.
• Identify training needs and deliver tailored development plans.
• Maintain accurate T&C records and monitoring activities.
• Support new and trainee advisers in achieving competent adviser status.
• Work collaboratively with Compliance and leadership teams to promote best practice.
• Monitor business activity and identify areas for improvement.
• Produce reports and present findings and recommendations to stakeholders.
• Deliver training both individually and in group settings.
• Keep up to date with FCA regulations and industry developments. [202503 - T...rvisor (3) | PDF]

About You

You'll have:

• Previous experience in a Training & Competence, Supervision, Compliance, or Adviser Development role within Financial Services.
• A strong understanding of FCA regulations, principles, and conduct requirements.
• Level 4 Diploma in Regulated Financial Planning (DipPFS, DipFA, or equivalent).
• Experience coaching, mentoring, and developing Financial Advisers.
• Strong analytical, reporting, and stakeholder management skills.
• Excellent communication and presentation abilities.
• A proactive and collaborative approach to problem-solving. [202503 - T...rvisor (3) | PDF]

What's on Offer?

• Salary up to £60,000
• Attractive benefits package
• Remote-first working
• Occasional travel to Bath and other locations as required
• Flexibility to consider compressed hours across a 4-day week
• Supportive and collaborative culture
• Ongoing professional development opportunities

If you're looking for a role where you can make a genuine impact on adviser development, regulatory standards, and client outcomes while enjoying flexible working arrangements, we'd love to hear from you.