At a Glance
- Tasks: Supervise and coach Financial Planners to ensure high competency standards.
- Company: Join a growing financial services organisation with a supportive culture.
- Benefits: Enjoy flexible working, early finishes, and generous annual leave.
- Other info: Opportunities for ongoing learning and career development await you.
- Why this job: Make a real impact through mentoring and continuous improvement in finance.
- Qualifications: Experience in Training & Competence within Financial Services is essential.
The predicted salary is between 29700 - 36300 £ per year.
Location
Remote (Regular UK Travel Required)
Employment Type
Full-Time - 35 hours (with an early Friday finish)
Department
Training & Competence
Salary
Competitive, depending on experience
Are you an experienced Training & Competence professional with a passion for developing Financial Planners and driving high standards of competency?
We're looking for a Training & Competence Supervisor to support, coach and develop both Pre-CAS and CAS Financial Planners, ensuring high standards of competency, compliance and professional development across a growing national business.
This is a fantastic opportunity to join a growing financial services organisation where you can make a real impact through mentoring, coaching and continuous improvement.
- What You’ll Be Doing
- Act as first-line Supervisor for Financial Planners with varying levels of experience
- Supervise Financial Planners in line with the requirements of our Training & Competence Scheme
- Maintain comprehensive and accurate Training & Competence records
- Undertake observed meetings (live, recorded or via roleplay) to support Financial Planners development and assess competency
- Support Radiant's induction training programme for both Pre-CAS and acquired Financial Planners, including the onboarding and sign-off process
- Provide 1-to-1 coaching and training or group training to enhance Financial Planners knowledge and skills
- Regularly review MI to identify training needs and identify any potential emerging risks
- Collate/review Financial Planner data to identify development opportunities
- Support with the implementation of Consumer Duty requirements.
- What You’ll Bring
- Experience in a similar (T&C) role gained within the Financial Services Industry, preferably in the Financial Adviser sector.
- Strong analytical skills with the ability to interpret MI, identify trends and recommend development actions.
- Strong organisational skills and attention to detail.
- Ability to build strong stakeholder relationships and drive continuous improvement initiatives.
- Excellent communication, coaching and mentoring skills.
- A good level of IT literacy and Microsoft Office packages in particular Excel.
- Detailed knowledge of relevant FCA regulations in relation to Training & Competence and SMCR and knowledge of best practice of their application.
- Ability to present to groups, within both a training and presenting environment.
- Consumer Duty
You must maintain an understanding of the four pillars of Consumer Duty and how they relate practically to the execution of your role.
Your attendance at relevant Consumer Duty training is mandated to ensure that your knowledge and experience remain up to date.
The Consumer Duty pillars are
- Consumer Understanding - Consumers are equipped to make good decisions. Information is made available at the right time and is understandable.
- Price and Value – Products and services should be sold at a price that reflects their value. There should be no excessively high fees.
- Products and Services – The firm’s products and services should be fit for purpose. The terms match the target consumer needs and products and services work as expected.
- Consumer Support – Customer service should be responsive and helpful. It should be as easy to complain about or switch and cancel products or services as it was to buy them.
Why Join Radiant?
- Early finish every Friday at 2:15pm and flexible working
- 28 days annual leave plus bank holidays, with an additional day off for your birthday
- 4x salary death-in-service cover
- Up to 5 years income protection
- 5% employer-matched pension contributions
- Medi Cash healthcare benefits, including 24/7 GP access, mental health support, and retail discounts
- Ongoing learning and career development through the Radiant Academy
- A supportive and collaborative culture where people genuinely enjoy working together
Please note: All successful applicants will be required to undergo background screening, including police and bankruptcy checks.
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Training and Competence Supervisor employer: Radiant Financial
Radiant is an exceptional employer that prioritises work-life balance and employee wellbeing, offering flexible hybrid working arrangements and an early finish every Friday. With a generous holiday package, comprehensive health benefits, and a commitment to professional growth through the Radiant Academy, employees are supported in their career development while enjoying a collaborative and friendly team culture. This role as a Financial Planner not only allows for meaningful client interactions but also provides the opportunity to thrive in a supportive environment that values excellence and positive client outcomes.
StudySmarter Expert Advice🤫
We think this is how you could land Training and Competence 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 Radiant Financial. 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 Radiant Financial.
✨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 Radiant Financial. 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 and Competence 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 Radiant Financial 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 Radiant Financial how you can be a team player!
How to prepare for a job interview at Radiant Financial
✨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 Radiant Financial.
✨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 Radiant Financial'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!
