Training & Competency Supervisor

Job description

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

What We're Looking For

To be considered, you will ideally have:

• 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.

Extra information

Status

Open

Education Level

Secondary School

Location

Leeds

Type of Contract

Full-time jobs

Published at

04-09-2026

Profession type

Management

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English