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- Tasks: Supervise and support advisers, deliver training, and ensure compliance in a dynamic financial environment.
- Company: Join M&G, a leading firm with over 175 years of innovation in savings and investments.
- Benefits: Enjoy 38 days annual leave, a generous pension scheme, and comprehensive health cover.
- Other info: Flexible working options and a commitment to diversity and inclusion.
- Why this job: Make a real impact by shaping advice standards and developing talent in a growing business.
- Qualifications: Experience in T&C supervision or financial advice, with a Level 4 Diploma in Financial Planning.
The predicted salary is between 40000 - 50000 £ per year.
Our purpose is to give everyone real confidence to put their money to work. With a heritage dating back more than 175 years, we have a long history of innovation in savings and investments, combining asset management and insurance expertise to offer a wide range of solutions. Our two distinct operating segments, Asset Management and Life, work together to provide access to balanced, long-term investment and savings solutions.
Through telling it like it is, owning it now, and moving it forward together with care and integrity; we are creating an exceptional place to work for exceptional talent. We will consider flexible working arrangements for any of our roles and also offer workplace accommodations to ensure you have what you need to effectively deliver in your role.
Sandringham Financial Partners, part of M&G, is one of the UK’s leading national independent advice firms. Our Training & Competence team plays a critical role in maintaining high-quality, compliant advice across our nationwide adviser network. We’re looking for an experienced T&C professional, adviser or paraplanner who enjoys developing people, shaping advice standards and working at the heart of a growing advice business.
Key Responsibilities:
- Supervise and support a portfolio of Advising Partners, ensuring ongoing competence and regulatory alignment
- Deliver coaching, challenge and feedback through regular 1‑to‑1s and structured reviews
- Support SM&CR and AR regime requirements, including Fit & Proper and KPI assessments
- Identify advice risks, trends and development needs and help drive solutions
- Design and deliver engaging training, induction and Academy content
- Act as a trusted point of contact for technical, regulatory and T&C queries
- Support new and developing advisers on their journey to competent adviser status
- Contribute to wider projects across advice, AML, vulnerable clients and business change
- Understand the intricacies of advice businesses to deliver coaching on where advisers and directors can build stronger and more efficient businesses
Key Knowledge, Skills & Experience:
- Background in T&C supervision, financial advice or paraplanning
- Level 4 Diploma in Financial Planning (essential)
- Strong knowledge of SM&CR, AR regime, MiFID and PROD
- Confident communicator who enjoys coaching, influencing and problem-solving
- Comfortable balancing regulatory standards with commercial realities
- Resilient, adaptable and motivated by continuous improvement
- Desirable: Advanced qualifications, later life or complex advice experience
Location: Huddersfield, London, Stirling or Edinburgh (hybrid working)
What we offer:
At M&G, we’re committed to helping you thrive and supporting your wellbeing, both at work and beyond. Our benefits are designed to help you balance your professional and personal life, while planning confidently for your future. Our UK benefits include:
- A valuable pension scheme of 18%, with 13% made up of Employer Contributions and 5% Employee Contributions.
- Share Save and our Share Incentive Plan, together with access to financial wellbeing and support services.
- 38 days annual leave including bank holidays, with the opportunity to purchase up to 5 extra days and additional flexibility through our Time Off When You Need It policy.
- Market leading Inspiring Families policy includes comprehensive support and paid parental leave covering maternity, adoption, surrogacy, and paternity leave.
- Health & Protection cover including Private Healthcare, Critical Illness cover and Life Assurance for you, with family options.
We have a diverse workforce and an inclusive culture at M&G, underpinned by our policies and our employee-led networks who provide networking opportunities, advice and support for the diverse communities our colleagues represent. Regardless of gender, ethnicity, age, sexual orientation, nationality, disability or long term condition, we are looking to attract, promote and retain exceptional people. We also welcome those who take part in military service and those returning from career breaks.
M&G is also proud to be a Disability Confident Leader, and we welcome applications from candidates with long-term health conditions, disabilities, or neuro-divergent conditions. If you need assistance or an alternative means of applying for a role due to a disability or additional need, please let us know by contacting us at: careers@mandg.com
Training & Competence Supervisor in Huddersfield employer: M&G Corporate Services Limited
Contact Detail:
M&G Corporate Services Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Training & Competence Supervisor in Huddersfield
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend relevant events, and don’t be shy about letting people know you’re on the hunt for a Training & Competence Supervisor role. You never know who might have the inside scoop on an opportunity!
✨Tip Number 2
Prepare for interviews by researching the company and its values. Understand their approach to training and competence, and think about how your experience aligns with their goals. This will help you stand out as someone who’s genuinely interested in being part of their team.
✨Tip Number 3
Showcase your coaching skills during interviews. Be ready to share examples of how you've developed others in the past, especially in a financial advice context. This will demonstrate that you’re not just about compliance but also about nurturing talent.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining our team at Sandringham Financial Partners.
We think you need these skills to ace Training & Competence Supervisor in Huddersfield
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Training & Competence Supervisor role. Highlight your relevant experience in T&C supervision, financial advice, or paraplanning, and show how you can contribute to our mission of delivering high-quality advice.
Showcase Your Skills: Don’t forget to emphasise your strong knowledge of SM&CR, AR regime, and other regulatory frameworks. We want to see how your skills align with the key responsibilities of the role, so be specific about your achievements and experiences.
Be Authentic: Let your personality shine through in your application! We value genuine communication, so share your passion for coaching and developing others. This will help us see how you fit into our culture of care and integrity.
Apply Through Our Website: For the best chance of success, make sure to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for this exciting opportunity at Sandringham Financial Partners.
How to prepare for a job interview at M&G Corporate Services Limited
✨Know Your Stuff
Make sure you brush up on your knowledge of the SM&CR, AR regime, MiFID, and PROD. Being able to discuss these topics confidently will show that you’re not just familiar with the regulations but also understand how they impact the role of a Training & Competence Supervisor.
✨Showcase Your Coaching Skills
Prepare examples of how you've successfully coached or developed others in previous roles. Think about specific situations where you provided feedback or training that led to improved performance. This will demonstrate your ability to support Advising Partners effectively.
✨Understand the Business
Familiarise yourself with Sandringham Financial Partners and their approach to advice. Knowing their values and how they operate will help you align your answers with their expectations and show that you’re genuinely interested in being part of their team.
✨Ask Thoughtful Questions
Prepare some insightful questions to ask at the end of your interview. This could be about their training programmes, how they measure success in the role, or their approach to continuous improvement. It shows that you’re engaged and thinking critically about how you can contribute.