Training and Competency Officer (T&C)

Training and Competency (T&C) Officer Location: Remote (Home-based) with travel and occasional office visits to Fareham. Salary: Basic salary to £55,000 (negotiable dependant on overall experience & qualifications) Are you a Level 4 qualified professional with a passion for developing talent and maintaining excellence in the financial planning sector? We’re recruiting on behalf of a leading financial planning and wealth management organisation that’s growing rapidly and seeking a proactive Training and Competency (T&C) Officer to join their team. This is an exciting opportunity to support the development and compliance of financial advisers within a forward-thinking, client-focused business. The Role As a T&C Officer, you’ll be instrumental in maintaining high professional standards and ensuring the company’s financial advisers are both compliant and well-supported in their career development. Key responsibilities include: Conducting regular T&C assessments with financial advisers to ensure regulatory compliance and best practice. Delivering tailored coaching and development plans to advisers, helping them achieve their full potential. Supporting advisers through their personal development and qualification journeys. Maintaining robust records of T&C activity to satisfy regulatory requirements. Working closely with the Directors and wider team to uphold the company’s professional standards. What We’re Looking For To excel in this role, you will need: A Level 4 qualification in Financial Planning (or equivalent) . A strong understanding of the financial planning and wealth management industry, including regulatory requirements. Proven experience in a similar T&C or compliance role. Excellent communication, coaching, and relationship-building skills. Flexibility and willingness to travel to meet advisers and attend occasional office meetings in Fareham. What’s On Offer A home-based role offering flexibility and autonomy. The opportunity to join a growing organisation with a strong reputation in the financial planning sector. Ongoing professional development and career progression. A competitive salary and benefits package.