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- Tasks: Lead training and competency initiatives, coaching advisers to excel in their roles.
- Company: Join Isio, a forward-thinking firm transforming the financial advice landscape.
- Benefits: Enjoy hybrid working, career development opportunities, and a supportive team culture.
- Why this job: Make a real difference by empowering advisers and shaping their professional journeys.
- Qualifications: Experience in T&C roles and a Level 4 Diploma in Financial Planning required.
- Other info: Embrace diversity and innovation in a dynamic work environment.
The predicted salary is between 36000 - 60000 £ per year.
We are seeking a Training & Competency Supervisor to take ownership of the day-to-day implementation and enforcement of our FCA-aligned T&C regime. This role is ideal for someone who enjoys being on the ground — observing, coaching, and guiding advisers through their development journey. You will work closely with advisers, managers, and compliance teams to ensure our people meet and maintain competence standards, and that our T&C processes are embedded into everyday practice.
Key Responsibilities
- Conduct regular supervision meetings, observations, and file reviews to assess adviser competence.
- Deliver tailored training sessions and workshops to address specific development needs.
- Monitor progress against individual T&C plans and escalate concerns where necessary.
- Maintain accurate records of adviser competence, CPD, and supervision activity.
- Support onboarding and induction of new advisers, ensuring they understand T&C expectations.
- Collaborate with Compliance to ensure regulatory changes are reflected in training and supervision.
- Provide practical support to advisers preparing for exams or assessments.
- Report on T&C outcomes and risks to senior stakeholders.
Location and Working Pattern
We operate on a hybrid basis, offering you the opportunity to work both in the office and from home. The expectation would be 2-3 days per week in the office. The candidate can be located nationally with a preference for the South East (London, Reading or Croydon).
Experience and Competencies Required
- Proven experience in a hands-on T&C role within a financial advice or wealth management firm.
- Strong understanding of FCA T&C requirements, especially in a retail advice setting.
- Confident communicator with the ability to coach, challenge, and support advisers.
- Comfortable working independently and managing multiple priorities.
- Experience with pensions advice is desirable.
Education and Qualifications
Level 4 Diploma in Financial Planning (or equivalent) required; Chartered status a plus.
Demonstrated Commitment to our Core Purpose
- Power in Partnership: We work in partnership with our clients & each other – building open and trusted relationships. Working together allows us to deliver the best for our clients.
- Future Focus: We want to push our industry forward by solving problems in better ways that benefit both our clients & society.
- Strength in Difference: We work with diverse perspectives to find better solutions. Working with differences makes us stronger.
- People First: We recognise that pensions is a people business. People are the source of Isio's expertise and it is people's lives that we affect through our advice.
What we offer you
Isio is a people business, and we are committed to helping our great colleagues gain a wide variety of experience, significant development opportunities and progression through the business. The variety of work that will be available to you will enable you to do this.
About Isio
Isio was 'born' in 2020 from the sale of KPMG UK's Pension Practice to a private equity firm. An industry-leading challenger, we provide diverse expertise spanning Pensions, Investment, Benefits and Wealth to give clients an integrated experience. Isio is built by challengers, innovators and forward-thinkers, grounded around a vision which strives to deliver greater financial confidence for everyone. We empower and develop those who join us – valuing curious minds and giving people the freedom to outperform. Known and respected for our agility, we harness specialist experience, bold thinking and the desire to push the boundaries of what we can achieve for our clients, from small to blue chip, public to private.
At Isio, we are committed to fostering an inclusive, equitable and diverse workplace, in which our colleagues feel they belong, regardless of background or difference. We uphold the values of respect, fairness, and inclusion in our actions and decisions. We believe that by adhering to these principles, we will create a stronger, more innovative, and supportive environment for all, as well as ensuring that the advice and support we provide to our clients is more creative, more insightful and leaves a lasting impact.
We have offices across the UK and many of our roles offer a hybrid, flexible approach to work to help create a work-life balance that works for you. Isio Group is an equal opportunities employer and we welcome applications from all suitably qualified candidates.
Training and Competency Supervisor in London employer: Isio
Contact Detail:
Isio Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Training and Competency Supervisor in London
✨Tip Number 1
Get to know the company culture before your interview. Check out their website and social media to see how they interact with clients and employees. This will help you tailor your answers and show that you're a great fit for their team.
✨Tip Number 2
Practice your responses to common interview questions, but keep it natural. Use the STAR method (Situation, Task, Action, Result) to structure your answers, especially when discussing your experience in T&C roles. We want to hear about your hands-on approach!
✨Tip Number 3
Don’t forget to prepare some thoughtful questions for your interviewers. Ask about their T&C processes or how they support advisers in their development. This shows your genuine interest and helps you stand out from the crowd.
✨Tip Number 4
Follow up after your interview with a thank-you email. Mention something specific from your conversation to remind them of your chat. It’s a simple way to reinforce your enthusiasm for the role and keep you top of mind!
We think you need these skills to ace Training and Competency Supervisor in London
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience in T&C roles, especially within financial advice. We want to see how your skills align with our FCA-aligned T&C regime!
Showcase Your Communication Skills: As a Training & Competency Supervisor, you'll be coaching and guiding advisers. Use your application to demonstrate your confident communication style and any relevant examples of how you've supported others in their development.
Highlight Relevant Experience: Don’t forget to mention your hands-on experience in T&C roles and any specific achievements that showcase your ability to monitor and enhance adviser competence. We love seeing real-world examples!
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of getting noticed. It’s the easiest way for us to keep track of your application and ensure it reaches the right people!
How to prepare for a job interview at Isio
✨Know Your FCA T&C Inside Out
Make sure you brush up on the FCA's Training and Competency requirements. Being able to discuss these confidently will show that you understand the regulatory landscape and can effectively implement it in your role.
✨Showcase Your Coaching Skills
Prepare examples of how you've successfully coached or guided advisers in the past. Highlight specific situations where your support made a difference in their development journey, as this aligns perfectly with the job's focus on coaching.
✨Demonstrate Your Organisational Skills
Since you'll be managing multiple priorities, come prepared to discuss how you keep track of adviser competence and CPD records. Share any tools or methods you use to stay organised and ensure nothing slips through the cracks.
✨Engage with Their Core Values
Familiarise yourself with Isio's core values like 'Power in Partnership' and 'People First'. Be ready to discuss how your personal values align with theirs and how you can contribute to fostering an inclusive and supportive environment.
