T&C Supervisor

Remote-Based | Leading Chartered Advisory Group

Phoenix Talent Partners is delighted to be recruiting on behalf of our client—an expanding, acquisitive, and highly respected chartered advisory firm with an unwavering focus on high-quality advice and exceptional client outcomes. As the business continues to scale, they are seeking an additional T&C Supervisor to strengthen and elevate its training and competence framework across a growing adviser population.

This is an outstanding opportunity to join a progressive organisation where adviser development, professional standards, and client care sit at the centre of everything they do.

The Opportunity

Reporting to the Head of Training & Competence, this remote-based role provides the flexibility to work from home while supporting advisers across the UK, with travel only when necessary. You will be responsible for ensuring all advisers are competent, confident, and delivering consistently high-quality advice.

You’ll act as a trusted partner to both advisers and leadership—combining technical expertise with strong coaching capability and a supportive, developmental approach.

Key Responsibilities

As T&C Supervisor, you will:

• Conduct regular adviser assessments to maintain competence and regulatory compliance
• Deliver high-quality training programmes to enhance skills and keep advisers up to date
• Carry out observations of client interactions to ensure advice quality and adherence to standards
• Maintain accurate and comprehensive training and competence records
• Provide constructive feedback and tailored coaching to support adviser growth
• Review and update T&C policies in line with regulatory and industry developments
• Partner with Compliance to resolve regulatory concerns and embed improvements
• Prepare clear, insightful reports for senior management on T&C performance
• Support internal and external audits with robust documentation and evidence
• Stay ahead of regulatory changes impacting training and competence

This role offers autonomy, responsibility, and the chance to shape a high-quality T&C environment across a national and growing advisory business.

About You

You’ll be a credible T&C professional who blends technical rigour with strong interpersonal and coaching skills.

You will bring:

• Level 4 Financial Advice qualification & Mortgage Advice qualification (essential)
• Long Term Care & Lifetime Mortgage qualifications (desirable)
• Experience in T&C supervision within financial services
• Strong knowledge of T&C frameworks, FCA regulations, SM&CR and adviser oversight
• Excellent communication, coaching, and feedback skills
• Robust organisation, record-keeping and reporting abilities
• Confidence analysing data and identifying trends
• Experience with FCA and permissions applications

Why Join?

You’ll be joining a firm experiencing meaningful growth—built on integrity, professionalism, and client-first values.

This role offers:

• Full remote working
• Competitive salary and benefits package
• National visibility across an expanding adviser community
• A genuine opportunity to shape training & competence standards
• Strong support for further qualifications and career development

If you’re a T&C professional looking for a remote role where you can make a real impact on adviser quality and client outcomes, Phoenix Talent Partners would love to hear from you.