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- Tasks: Lead adviser development and ensure top-notch quality in financial services.
- Company: Join John Charcol, a respected mortgage broker with a client-first approach.
- Benefits: Opportunity for professional growth and making a real impact.
- Why this job: Shape the future of financial advice while coaching talented advisers.
- Qualifications: Experience in regulated financial services and strong interpersonal skills.
- Other info: Be part of a dynamic team focused on quality and customer satisfaction.
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
Desirable:
- 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.
Training & Competence Monitoring Supervisor in 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 Portsmouth
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect with potential colleagues on LinkedIn. Building relationships can open doors that you didn’t even know existed.
✨Tip Number 2
Prepare for interviews by researching John Charcol and understanding their values. Be ready to discuss how your experience aligns with their commitment to quality advice and customer-first culture.
✨Tip Number 3
Showcase your skills during the interview! Bring examples of how you've successfully coached others or improved processes in previous roles. This will demonstrate your fit for the Training & Competence Monitoring Supervisor position.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets the attention it deserves. Plus, we love seeing candidates who take that extra step!
We think you need these skills to ace Training & Competence Monitoring Supervisor in Portsmouth
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Training & Competence Monitoring Supervisor role. Highlight your experience in regulated environments and any T&C roles you've held, as this will show us you're a great fit!
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 to grab our attention.
Showcase Your Interpersonal Skills: Since building relationships is key in this role, make sure to mention any relevant experiences where you've successfully collaborated with teams or managed performance discussions. We want to see how you connect with others!
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of being noticed. It’s the quickest way for us to get your application and start the conversation about how you can contribute to our team!
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 its key components and how it impacts adviser performance. This will show your commitment to quality and compliance during the interview.
✨Showcase Your Coaching Skills
Prepare examples of how you've successfully coached or developed others in a previous role. Highlight specific instances where your feedback led to improved performance or customer outcomes. This will demonstrate your ability to drive adviser quality.
✨Understand the Regulatory Landscape
Brush up on your knowledge of the UK regulatory environment and FCA regulations. Be ready to discuss how these regulations influence adviser conduct and customer service. This shows you’re not just familiar with the rules, but you understand their importance in practice.
✨Build Relationships
Think about how you can foster effective relationships across departments. Prepare to discuss strategies you've used in the past to build rapport and collaborate with others. This is crucial for a role that involves working closely with advisers and various teams.