⭐️ Training & Competence Supervisor (Trainee)
📍 Home Based
💰 Competitive Salary
Our client is a leading national IFA firm who are seeking a Trainee T&C Supervisor to join their T&C team. This role offers an excellent opportunity for someone with strong technical financial planning knowledge who is keen to develop expertise in adviser coaching, assessment, and professional development.
Working closely with advisers, leadership teams, and training specialists, you will play an important role in helping new and developing advisers build the competence, confidence, and capability required to succeed.
Role & Responsibilities: 📋
- Assist in the oversight and development of trainee and newly qualified advisers.
- Help monitor adviser progression against established competence and quality standards.
- Observe client meetings, practical exercises, and development activities to evaluate performance.
- Deliver constructive guidance and developmental feedback to support continuous improvement.
- Contribute to onboarding programmes, workshops, and learning initiatives for new advisers.
- Collaborate with regional leadership teams to support advisers through key career milestones and accreditation stages.
- Review performance data and identify opportunities for enhanced adviser development.
- Encourage high-quality client outcomes through the promotion of best practice and professional standards.
- Support a culture of ongoing learning, accountability, and excellence.
Do you have the following to apply? ✅
- Diploma in Regulated Financial Planning (Level 4) or working towards completion.
- Previous experience within the IFA/Wealth Management sector.
- Good technical understanding of investment, retirement planning, and protection solutions.
Due to the high volume of applications received we are unable to respond to everyone directly. If you are not contacted within 7 working days, you have unfortunately not been shortlisted.
Clayton Davies is acting as an employment agency on behalf of our client.
Trainee Training & Competence Supervisor in Basildon employer: Clayton Davies
As a leading national Independent Financial Advice firm, we pride ourselves on fostering a supportive and dynamic work environment in Cumbria. Our commitment to employee growth is evident through comprehensive training and development opportunities, alongside competitive compensation packages that include bonuses and benefits. Join us to be part of a culture that values collaboration, innovation, and the pursuit of excellence in financial planning.
