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- Tasks: Supervise and support advisers to ensure compliance and excellent client outcomes.
- Company: Trulife Financial, a fast-growing firm with a people-first culture.
- Benefits: Competitive salary, hybrid work model, and opportunities for career growth.
- Other info: Join a supportive team that values collaboration and individual growth.
- Why this job: Make a real impact in a dynamic environment while shaping your career.
- Qualifications: Mortgage Advice Qualification and 2 years of supervisory experience required.
The predicted salary is between 45000 - 50000 £ per year.
Employer: Trulife Financial
Location: Hybrid (with travel as required)
Salary: Competitive, up to £50,000 per annum
About the Role
Trulife Financial is seeking an experienced Training & Competence Supervisor to provide high-quality oversight to our Partner Firms, Advisers, and Practice Supervisors. You will play a key role in ensuring risk management, regulatory compliance, and strong customer outcomes across our network.
Key Responsibilities
- Deliver supervision in line with Trulife Financial's Assurance Model and Supervision Framework
- Provide oversight and engagement with Practice Supervisors
- Apply effective risk management, including root cause analysis and remedial action planning
- Use MI/data to identify trends and prioritise supervision activity
- Influence positive behaviours around conduct, competence, and client outcomes
- Balance commercial needs with regulatory expectations
- Plan and manage your own supervision activities proactively
What You'll Need
- Mortgage Advice Qualification (essential)
- Level 4 Diploma or commitment to achieve within 18 months
- Minimum 2 years experience supervising advisers
- Strong understanding of the FCA T&C Handbook and wider regulatory environment
- Experience creating effective remediation plans
- Ability to work collaboratively with colleagues, Principal, sales advisers and support team to achieve shared goals and deliver strong client outcomes.
Key Competencies
- Strong influencing and communication skills
- Analytical mindset with ability to identify trends and issues
- Confident decision-making and problem-solving
- Ability to build rapport and manage conflict professionally
- Driven, collaborative, and proactive
Why Join Us?
We are Trulife Financial: one of the fastest-growing wealth, mortgage, and protection firms within The Openwork Partnership, with 70+ advisers and continuing to expand. Our success is built on a people-first culture that values individuality, collaboration, and professional excellence.
We're a supportive and inclusive organisation where colleagues are empowered to develop, grow, and shape their careers. Our hybrid working model gives you the flexibility to work in a way that suits your lifestyle, because we believe people perform at their best when they're trusted to choose how, when, and where they work.
As we continue to scale, you'll have the opportunity to make a meaningful impact and be part of a business that's ambitious, forward-thinking, and committed to delivering outstanding client outcomes.
Apply today to join a business where your expertise truly makes an impact.
Training & Competence Supervisor in Cardiff employer: Trulife Financial
Contact Detail:
Trulife Financial Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Training & Competence Supervisor in Cardiff
✨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 opportunities. You never know who might have the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Prepare for interviews by researching Trulife Financial and understanding their values and culture. Tailor your responses to show how your experience aligns with their mission. Remember, it’s not just about what you’ve done, but how it fits into their vision!
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or use online resources to refine your answers. Focus on showcasing your analytical mindset and problem-solving skills, as these are key competencies for the Training & Competence Supervisor role.
✨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 take the initiative to engage directly with us. So go ahead, hit that apply button and let’s get the conversation started!
We think you need these skills to ace Training & Competence Supervisor in Cardiff
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Training & Competence Supervisor role. Highlight your mortgage advice qualifications and any relevant supervisory experience to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how your background makes you a perfect fit for Trulife Financial. Don’t forget to mention your understanding of the FCA T&C Handbook!
Showcase Your Analytical Skills: Since the role involves identifying trends and managing risk, be sure to include examples of how you've used data in previous roles. We love seeing candidates who can demonstrate their analytical mindset!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity at Trulife Financial!
How to prepare for a job interview at Trulife Financial
✨Know Your Stuff
Make sure you’re well-versed in the FCA T&C Handbook and the regulatory environment. Brush up on your Mortgage Advice Qualification and be ready to discuss how your experience aligns with Trulife Financial's Assurance Model.
✨Showcase Your Supervision Skills
Prepare examples of how you've successfully supervised advisers in the past. Highlight your ability to apply risk management techniques, conduct root cause analysis, and create effective remediation plans.
✨Data is Your Friend
Familiarise yourself with using MI/data to identify trends. Be prepared to discuss how you’ve used data in previous roles to prioritise supervision activities and influence positive behaviours.
✨Be a Team Player
Trulife values collaboration, so come ready to share how you’ve worked with colleagues and teams to achieve shared goals. Think of specific instances where you’ve built rapport and managed conflicts professionally.