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Training & Competency Supervisor
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T&C Supervisor – Financial Planning Leeds | Hybrid Up to £55,000 + Bonus
We are working with an established financial services business looking to appoint an experienced Training & Competence (T&C) Supervisor to join its growing team in Leeds.
This is a hands-on supervisory role supporting Financial Advisers through both the initial and ongoing stages of the firm’s T&C framework. You will play an important role in ensuring advisers achieve and maintain competence while delivering strong client outcomes and meeting regulatory standards.
The Role
You will be responsible for:
- Supervising Financial Advisers through initial and ongoing T&C requirements
- Conducting regular 1-2-1 meetings, coaching and competency assessments
- Reviewing and analysing adviser KPIs and performance data
- Completing annual role-plays and competency testing
- Providing practical guidance and support to advisers
- Ensuring adviser records and supervisory documentation remain accurate and up to date
- Applying internal business standards and regulatory requirements
- Supporting advisers in maintaining high standards of conduct and client outcomes
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What We're Looking For
To be considered, you will ideally have:
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- Experience within financial services, ideally within adviser supervision, T&C or a closely related role
- Level 4 Diploma in Financial Planning – essential
- Strong understanding of FCA regulations and requirements
- Experience working with or supporting Financial Advisers
- Strong coaching, communication and relationship-management skills
- The ability to confidently challenge and support advisers
This is a strong opportunity for an experienced T&C professional looking to join an established financial planning environment with responsibility for developing and maintaining adviser competence.
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