Coach, supervise, and challenge Financial Planners to help them grow, capturing clear and accurate supervisory records.
Use your Financial Planning experience to assess suitability, improve advice delivery, and embed consistent quality standards.
Plan and deliver training programmes that respond to needs and drive measurable improvements.
Operate as a mobile team member, travelling to offices to build relationships and understand how to support Financial Planners on the ground.
Analyse KPIs, Key Risk Indicators, and MI to identify risks, trends, and opportunities for targeted development.
Lead onboarding and early development for new Financial Planners and Portfolio Managers.
Work closely with Heads of Office, T&C, Advice Quality, Paraplanning, and Compliance to support Adviser development.

Experience as a Financial Planner or strong, practical knowledge of financial planning processes.
Proven ability to supervise, coach, and challenge advisers constructively.
L4 Diploma qualified
JO7 or similar supervisory qualification is a bonus.
Strong understanding of products, services, and the wider advice landscape.
Comfortable with weekly travel to regional offices.
High energy, strong communication skills, and the ability to build trust quickly.
Up‑to‑date regulatory and legislative knowledge.

Competitive Pension Scheme
we contribute 6%, you 3%
26 days holiday plus bank holidays
Private Medical Insurance
Life Assurance (4x)
Group Income Protection
Work From Anywhere policy
Our agile working environment means you may engage in various tasks and projects, which keeps work interesting and you get to develop and grow.

Training and Competence Manager – Financial Advice

Key skills