Training & Competence Supervisor – CII Level 4 Qualified

Location: South Manchester

Two days WFH

Salary: £55,000 - £60,000

Full-Time | Permanent

We are seeking an experienced and detail-oriented Training & Competence Supervisor to join a growing financial services organisation. This is an excellent opportunity for someone with strong technical knowledge and supervisory experience to play a key role in ensuring the competence, development, and regulatory compliance of a team of regulated advisers.

This role sits within the Training & Competence (T&C) function and involves both one-to-one and group supervision, adviser development planning, and the delivery of training and feedback to support high standards across the business.

Role Overview

The successful candidate will support the Training & Competence Manager in the effective oversight and implementation of the firm’s Training & Competence Scheme. Key responsibilities include:

• Supervise a designated group of regulated advisers, including trainees and fully competent advisers.
• Create and analyse Management Information (MI) to support one-to-one T&C review meetings.
• Deliver training and feedback to advisers through role-play, live client observations, and file quality reviews.
• Construct and implement adviser development plans to address training needs.
• Assess new entrant knowledge and experience, creating relevant route-to-competence plans.
• Review adviser and supervisor CPD records and other performance MI, including complaints, conduct, and knowledge testing.
• Maintain accurate T&C records in line with scheme requirements.
• Liaise with adviser line managers and HR to support T&C performance and annual certification.
• Work collaboratively with other T&C supervisors, including covering for absences where needed.
• Maintain personal CPD records and demonstrate ongoing competence for certification purposes.

Knowledge, Skills & Experience

• Minimum Level 4 Diploma in Regulated Financial Planning (Level 6 preferred).
• Supervision qualification such as JO7 or equivalent preferred.
• Strong knowledge of financial services regulation (FCA rules and guidance).
• Experience in supervision skills: analysis, review, feedback, and adviser development.
• Understanding of the financial planning advice process and compliance requirements.
• Experience in conducting financial planning file quality assessments.
• IT literate: Microsoft Excel, Word, PowerPoint.
• Presentation and training skills to support T&C activities.
• Familiarity with financial planning products and services.

Personal Qualities

• Flexible and able to work independently and as part of a team.
• Strong interpersonal and communication skills, with confidence in giving constructive feedback.
• Highly organised, detail-focused, and able to manage deadlines effectively.
• Confident in delivering training and development to individuals and groups.
• Ability to manage conflict and provide clear, effective solutions.
• Professional approach to highlighting risks and key performance indicators.

If you are an experienced T&C professional with a passion for developing advisers, ensuring compliance, and supporting a culture of learning, we would love to hear from you.

Apply today via NJR Recruitment quoting Ref: NJR16281