At a Glance
- Tasks: Coach and develop new advisers while assessing experienced ones in a dynamic financial environment.
- Company: Join Radcliffe & Newlands Wealth, a leading Independent Financial Adviser in London.
- Benefits: Competitive salary, hybrid work model, and clear career progression opportunities.
- Other info: Collaborate with experienced directors and contribute to a supportive coaching culture.
- Why this job: Shape the future of financial planning and fast-track your own career growth.
- Qualifications: CII Level 4 Diploma and experience in UK IFA T&C framework required.
The predicted salary is between 56250 - 68750 £ per year.
Training & Competence (T&C) Coach/Supervisor Location London (Hybrid / Office visits as required) Salary £55,000 - £70,000 Depending on skills and experience
- Qualification
- Requirement: Minimum Level 4 Diploma in Financial Planning
- The
- Career
Path: For the right candidate, this role offers a pathway to step up into the T&C Manager position, taking strategic ownership of our entire T&C framework as the business expands.
About Us
- Radcliffe & Newlands Wealth are an established, high-quality Independent Financial Adviser (IFA) based in the City of London.
Their established advisory team is comprised of 16 highly experienced financial planners.
- For future growth they have their academy for new advisers.
Their current cohort includes 5 new members at different stages of their career path, from being new paraplanners through to competent adviser.
Their academy members are all experienced, high-calibre paraplanners already meeting high standards for technical advice quality.
The Opportunity Radcliffe & Newlands Wealth are looking for a skilled T&C Coach to support their growth.
You will work directly alongside their SMF16 and SMF17 Directors and collaborate closely with their Head of Technical Research team.
You will be using systems to monitor aspects of business quality of individual advisers, but this is not a data heavy or paper-based compliance role.
The Head of Paraplanning handles routine file checks, and their directors manage SMCR and annual Fit & Proper reviews.
This frees you up to use your skills to assess the ongoing competence of experienced advisers, and to develop and assess new advisers’ skills.
- Radcliffe & Newlands Wealth are Looking For
- The Basics: You must hold a minimum of a CII Level 4 Diploma (or equivalent) and have solid experience working within an UK IFA T&C framework.
- The
- Coach
Mentality: You know how to help elite paraplanners bridge the gap to become confident, client-facing advisers.
You focus on soft skills, client relationship building, and presentation.
- The
Diplomat: You possess the emotional intelligence and industry credibility to engage with veteran advisers with many years of experience, acting as a supportive peer rather than a rigid auditor.
How to Apply If you want a role where you can genuinely shape the next generation of top-tier planners while fast-tracking your own career, apply today with your CV.
Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy.
You may be contacted directly by the employer should they wish to progress your application.
Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful
Training & Competence (T&C) Coach/Supervisor employer: Radcliffe & Newlands Wealth Ltd
Radcliffe and Newlands Wealth is an exceptional employer, offering a structured 24-month pathway programme that transforms aspiring financial advisers into high-performing professionals. With a strong emphasis on mentorship, hands-on experience, and a supportive team environment in the heart of London, employees benefit from clear progression milestones and the opportunity to engage with clients early in their careers, making it a truly rewarding place to grow and succeed.
Contact Details:
Radcliffe & Newlands Wealth Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Training & Competence (T&C) Coach/Supervisor
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Radcliffe & Newlands Wealth Ltd. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Radcliffe & Newlands Wealth Ltd.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Radcliffe & Newlands Wealth Ltd. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Training & Competence (T&C) Coach/Supervisor
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Radcliffe & Newlands Wealth Ltd and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Radcliffe & Newlands Wealth Ltd how you can be a team player!
How to prepare for a job interview at Radcliffe & Newlands Wealth Ltd
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Radcliffe & Newlands Wealth Ltd.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Radcliffe & Newlands Wealth Ltd's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
