At a Glance
- Tasks: Coach and develop financial advisers, focusing on skills and confidence building.
- Company: Radcliffe & Newlands Wealth, a leading Independent Financial Adviser firm in London.
- Benefits: Competitive salary, hybrid working, and opportunities for personal development.
- Other info: Supportive environment with a focus on coaching rather than compliance.
- Why this job: Make a real difference by helping advisers transition to client-facing roles.
- Qualifications: CII Level 4 Diploma in Financial Planning and experience in IFA Training & Competence.
The predicted salary is between 65000 - 65000 £ per year.
Location: London (Hybrid / Office Visits as Required)
Salary: £50,000 – £65,000 per annum, depending on skills and experience
Qualification Requirement: Minimum Level 4 Diploma in Financial Planning
Are you passionate about coaching and developing financial advisers? Radcliffe & Newlands Wealth are looking for a Training & Competence (T&C) Coach who enjoys helping others develop their skills, build confidence and achieve their potential. This is an excellent opportunity for someone with experience working within an IFA Training & Competence framework who wants to focus on the people development and coaching side of the role, rather than traditional compliance supervision.
About Us: Radcliffe & Newlands Wealth are an established, high-quality Independent Financial Adviser (IFA) firm based in the City of London. Their advisory team comprises 16 highly experienced financial planners. To support future growth, they have established an academy for new advisers. Their current cohort includes five members at different stages of development, from experienced paraplanners progressing towards becoming competent financial advisers. Their academy members are already technically strong, so the focus is on developing their confidence, communication skills and ability to build successful client relationships.
The Opportunity: Radcliffe & Newlands Wealth are looking for a supportive and approachable T&C Coach to help develop their growing team of financial advisers. Working alongside their SMF16 and SMF17 Directors and collaborating with the Head of Technical Research, you will play an important role in coaching and developing both new and experienced advisers. Your main focus will be on helping academy members make the transition from technically skilled paraplanners to confident, client-facing advisers. You will also support experienced advisers with their ongoing development and competence. While the role involves monitoring adviser performance and competence, it is not a heavily administrative or compliance-focused position. Routine file checks are handled by the Head of Paraplanning, while the Directors manage SMCR and annual Fit & Proper reviews. This allows you to concentrate on what matters most – coaching, mentoring and helping advisers perform at their best.
What We're Looking For:
- The Basics: You must hold a minimum CII Level 4 Diploma in Financial Planning (or equivalent) and have experience working within a UK IFA Training & Competence framework.
- A Coaching Mindset: You enjoy supporting others, providing constructive feedback and helping individuals build their confidence and skills.
- Strong Communication Skills: You can build positive relationships with advisers at different stages of their careers, adapting your approach to suit their experience and development needs.
- People Development: You understand how to help technically capable paraplanners develop the softer skills needed to become successful client-facing advisers, including communication, presentation and relationship building.
- A Supportive Approach: You are approachable, encouraging and confident working with experienced advisers, offering guidance and feedback in a collaborative rather than overly formal manner. You don't necessarily need to be an experienced T&C Manager or have held a senior supervisory position. What matters most is your understanding of the T&C framework, your ability to coach others and your enthusiasm for developing people.
How to Apply: If you have experience within an IFA Training & Competence environment and enjoy helping financial advisers develop their skills and confidence, we'd love to hear from you. Apply today with your CV to find out more about this opportunity with Radcliffe & Newlands Wealth.
Training & Competence (T&C) Coach in London employer: Equals One Ltd
Bluebird Care Calderdale and Bradford is an exceptional employer that prioritises the well-being of both its employees and customers. With flexible shifts, comprehensive training, and a supportive team environment, you will have the opportunity to make a meaningful impact in the lives of individuals while enjoying ongoing career development. Join us in Halifax and Brighouse, where your compassion and dedication can truly shine.
StudySmarter Expert Advice🤫
We think this is how you could land Training & Competence (T&C) Coach in London
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Equals One Ltd. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Equals One Ltd.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Equals One Ltd. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Training & Competence (T&C) Coach in London
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Equals One Ltd and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Equals One Ltd how you can be a team player!
How to prepare for a job interview at Equals One Ltd
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Equals One Ltd.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Equals One Ltd's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
