At a Glance
- Tasks: Supervise and support advisers, ensuring compliance and ongoing competence.
- Company: Join a leading independent advice firm with a rich heritage.
- Benefits: Enjoy 38 days annual leave, a generous pension scheme, and health cover.
- Other info: Flexible working options and a commitment to diversity and inclusion.
- Why this job: Make a real impact on advice quality and develop your career in finance.
- Qualifications: Level 4 Diploma in Financial Planning and experience in T&C supervision.
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.
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.
What we offer
- Valuable pension scheme of 18%, with 13% made up of Employer Contributions and 5% Employee Contributions.
- Share Save and 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.
- Market leading Inspiring Families policy includes comprehensive support and paid parental leave.
- Health & Protection cover including Private Healthcare, Critical Illness cover and Life Assurance.
M&G is 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 Stirling employer: M&G
M&G is an excellent employer, offering a dynamic work culture that values diversity and inclusion while fostering collaboration across geographically distributed teams. With a strong focus on employee growth and development, the company provides ample opportunities for professional advancement in the vibrant city of Edinburgh, making it an ideal place for those seeking meaningful and rewarding employment in technology delivery.
StudySmarter Expert Advice🤫
We think this is how you could land Training & Competence Supervisor in Stirling
✨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 lookout for a new role. You never know who might have the inside scoop on opportunities.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with yours. This will help you tailor your responses and show that you’re genuinely interested in being part of their team.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or use online resources to refine your answers. Focus on articulating your experience in T&C supervision and how it can benefit the company.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Training & Competence Supervisor in Stirling
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter to highlight your experience in T&C supervision and financial advice. We want to see how your skills align with our mission of providing high-quality, compliant advice.
Showcase Your Coaching Skills:Since the role involves developing people, don’t forget to include examples of how you've successfully coached or mentored others. We love seeing how you can influence and inspire those around you!
Be Clear and Concise:When writing your application, keep it straightforward and to the point. We appreciate clarity, so make sure your key achievements and experiences shine through without unnecessary fluff.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates!
How to prepare for a job interview at M&G
✨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 quality. Knowing their values and how they operate will help you align your answers with their expectations and show that you’re genuinely interested in contributing to their success.
✨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 adviser competence, or their approach to regulatory changes. It shows that you’re engaged and thinking critically about the role.
