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Permanent

Trainee Training and Competence Supervisor

Clayton Davies Ltd
Manchester
money-bag £10000 - £500000 Annual
Posted: 15 August 2026 (Yesterday)
Closing date: 14 September 2026
Ref: 3156201377

Our client is a leading national IFA firm who are seeking a Trainee TandC Supervisor to join their TandC team. This role offers an excellent opportunity for someone with strong technical financial planning knowledge who is keen to develop expertise in adviser coaching, assessment, and professional development.Working closely with advisers, leadership teams, and training specialists, you will play an important role in helping new and developing advisers build the competence, confidence, and capability required to succeed.Role and Responsibilities:Assist in the oversight and development of trainee and newly qualified advisers.Help monitor adviser progression against established competence and quality standards.Observe client meetings, practical exercises, and development activities to evaluate performance.Deliver constructive guidance and developmental feedback to support continuous improvement.Contribute to onboarding programmes, workshops, and learning initiatives for new advisers.Collaborate with regional leadership teams to support advisers through key career milestones and accreditation stages.Review performance data and identify opportunities for enhanced adviser development.Encourage high-quality client outcomes through the promotion of best practice and professional standards.Support a culture of ongoing learning, accountability, and excellence.Do you have the following to apply? Diploma in Regulated Financial Planning (Level 4) or working towards completion.Previous ..... full job details .....

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