Training and Competence Manager
2 days ago
Bath
Job Title: T&C Manager \n Industry: Financial Planning \n Location: Remote (South West) \n Salary: Up to £75,000 \n Job Reference: 10409 \n \n T&C Manager role with a rapidly growing Financial Planning business, offering the opportunity to shape adviser development, support future talent, and play a key role within an expanding wealth management organisation. \n \n Job Description: \n Recruit UK are working with a leading Financial Planning firm to recruit a remote-based T&C Manager to support advisers across the South West (Bristol, Gloucestershire and Wiltshire). \n This is an exciting opportunity to join a forward-thinking business experiencing significant growth through strategic expansion. The successful candidate will play a pivotal role in developing advisers, supporting trainees through to CAS, and ensuring high standards of adviser competency across the business. \n You will take ownership of a portfolio of advisers, acting as a trusted coach and supervisor while working closely with advisers, compliance teams, and internal stakeholders. This is a relationship-focused role, ideal for someone who enjoys mentoring, developing talent, and making a positive impact on adviser careers. \n The role is remote-based, with regular travel across your region required to build strong relationships and provide face-to-face support with advisers. \n Duties: \n\n • Act as first-line supervisor for advisers across varying levels of experience\n, • Support journeys to CAS\n, • Complete competency assessments, role plays, live observations, and provide constructive feedback\n, • Ensure advisers are supervised in line with the firm's T&C framework\n, • Deliver training interventions and coaching sessions for development\n, • Review KPIs to identify opportunities / agree appropriate CPD plans\n, • Support the creation and improvement of training materials and procedures\n, • Maintain up-to-date knowledge of FCA requirements, legislation, and industry standards\n\n Benefits: \n\n • Competitive salary of up to £75,000\n, • Discretionary performance-related bonus\n, • Remote working with regional travel\n, • PMI / Pension up to 10% / 25 days leave + BH + buy/sell + Xmas closure\n, • Life assurance / Health plan\n\n \n Skills and Experience Required: \n\n • Current experience working within a Training & Competence role within Financial Services\n, • Level 4 Qualification (minimum) advanced (desirable)\n, • Experience supervising and developing advisers across pensions, investments, and protection\n, • Strong understanding of Financial Planning and delivering client-focused advice\n, • Proven coaching and mentoring experience\n, • Strong knowledge of FCA regulations and compliance requirements\n, • Understanding of complaints procedures, financial crime, GDPR, and relevant legislation\n, • Experience reviewing and improving policies, procedures, and training materials\n, • \n\n If you are an experienced T&C professional looking for an opportunity to influence adviser development within a growing organisation, we would love to hear from you.