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For Companies At a Glance
- Tasks: Lead adviser quality and development, ensuring compliance and coaching for excellence.
- Company: Join John Charcol, a respected mortgage broker with a client-first approach.
- Benefits: Opportunity for professional growth and making a real impact in financial services.
- Why this job: Shape the culture of a business that prioritises quality advice and customer satisfaction.
- Qualifications: Experience in financial services and T&C roles, with strong interpersonal skills.
- Other info: Be part of a dynamic team within a growing organisation.
The predicted salary is between 36000 - 60000 £ per year.
About John Charcol
Established nearly 50 years ago, John Charcol is one of the UK's most respected whole-of-market mortgage and protection brokers. With flagship offices in central London and Southampton and advisers operating nationwide, we combine experience, scale and innovation to deliver high-quality, client-first financial advice.
About the Role
This is a pivotal 1st line of defence role where you'll be at the heart of adviser quality and development. Reporting to the Compliance Manager, you'll own and embed our T&C scheme, coach advisers to be the best they can be, and help shape the culture of a business that genuinely puts customers first.
What You'll Be Doing
- Maintaining and embedding the T&C scheme, ensuring all aspects are adhered to across the business
- Conducting observations across all product areas, providing constructive feedback and highlighting areas for development and business improvement
- Conducting 1-1s with advisers to discuss performance and KPIs, manage risks and drive better customer outcomes
- Creating, implementing and managing development plans with advisers to address performance issues, risks and development needs
- Providing coaching and development to improve adviser quality and customer outcomes
- Facilitating and delivering induction training as required under the T&C scheme
- Developing and growing effective relationships across all John Charcol departments
- Responding promptly and with appropriate diligence to any complaints received
- Ensuring adherence to compliant process within all sales and champion good Conduct Risk behaviours
- Presenting a professional approach with a high standard of service quality, integrity and conduct
What We're Looking For
Essential:- Minimum 2 years' experience in a regulated or financial services environment
- Minimum 1 year's experience in a T&C role
- Strong knowledge of the UK regulatory environment and FCA regulation
- Strong interpersonal and relationship building skills
- Good IT skills across Word, PowerPoint, Excel and Outlook
- CeMAP or equivalent qualification
- Formalised compliance qualification
Why John Charcol?
This is a fantastic opportunity to make a real impact in a business that values quality advice, professional development and doing the right thing for customers — backed by the resources and ambition of the growing Pivotal Growth Group.
Interested? Apply on LinkedIn - we'd love to hear from you.
Locations
Training & Competence Monitoring Supervisor in Hampshire, Portsmouth employer: John Charcol - Independent Mortgage Expertise
Contact Detail:
John Charcol - Independent Mortgage Expertise Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Training & Competence Monitoring Supervisor in Hampshire, Portsmouth
✨Tip Number 1
Network like a pro! Reach out to current or former employees at John Charcol on LinkedIn. A friendly chat can give you insider info and maybe even a referral, which can really boost your chances.
✨Tip Number 2
Prepare for the interview by knowing your stuff! Research John Charcol’s values and recent news. Show them you’re not just another candidate but someone who genuinely cares about their mission of putting customers first.
✨Tip Number 3
Practice makes perfect! Do mock interviews with friends or use online resources. Focus on articulating how your experience aligns with the T&C role and how you can contribute to adviser quality and development.
✨Tip Number 4
Don’t forget to follow up! After your interview, send a thank-you email expressing your appreciation for the opportunity. It shows professionalism and keeps you fresh in their minds as they make their decision.
We think you need these skills to ace Training & Competence Monitoring Supervisor in Hampshire, Portsmouth
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Training & Competence Monitoring Supervisor. Highlight your experience in regulated environments and any T&C roles you've held. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about adviser quality and development. Share specific examples of how you've coached others or improved processes in previous roles. We love a good story!
Showcase Your Interpersonal Skills: Since this role involves building relationships across departments, make sure to highlight your strong interpersonal skills. Whether it's through your CV or cover letter, let us know how you've successfully collaborated with others in the past.
Apply Through Our Website: We encourage you to apply through our website for the best chance of getting noticed. It’s super easy, and we can’t wait to see your application come through. Don’t miss out on this fantastic opportunity!
How to prepare for a job interview at John Charcol - Independent Mortgage Expertise
✨Know Your T&C Inside Out
Make sure you’re well-versed in the Training & Competence (T&C) scheme that John Charcol uses. Familiarise yourself with how it operates and be ready to discuss how you can maintain and embed it effectively. This shows you’re proactive and understand the core of the role.
✨Showcase Your Coaching Skills
Prepare examples of how you've successfully coached advisers or team members in the past. Highlight specific instances where your feedback led to improved performance or customer outcomes. This will demonstrate your ability to drive development and foster a culture of excellence.
✨Understand the Regulatory Landscape
Brush up on your knowledge of the UK regulatory environment and FCA regulations. Be prepared to discuss how these impact the T&C role and how you can ensure compliance while promoting good conduct risk behaviours within the team.
✨Build Relationships
Think about how you can develop effective relationships across departments at John Charcol. Be ready to share strategies for collaboration and communication, as this is key to ensuring adviser quality and enhancing customer service.