Training and Competence Manager

Job Title: T&C Manager Industry: Financial Planning Location: Remote (South West) Salary: Up to £75,000 Job Reference: 10409 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. Job Description: 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). 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. 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. The role is remote-based, with regular travel across your region required to build strong relationships and provide face-to-face support with advisers. Duties: • Act as first-line supervisor for advisers across varying levels of experience • Support journeys to CAS • Complete competency assessments, role plays, live observations, and provide constructive feedback • Ensure advisers are supervised in line with the firm's T&C framework • Deliver training interventions and coaching sessions for development • Review KPIs to identify opportunities / agree appropriate CPD plans • Support the creation and improvement of training materials and procedures • Maintain up-to-date knowledge of FCA requirements, legislation, and industry standards Benefits: • Competitive salary of up to £75,000 • Discretionary performance-related bonus • Remote working with regional travel • PMI / Pension up to 10% / 25 days leave + BH + buy/sell + Xmas closure • Life assurance / Health plan Skills and Experience Required: • Current experience working within a Training & Competence role within Financial Services • Level 4 Qualification (minimum) advanced (desirable) • Experience supervising and developing advisers across pensions, investments, and protection • Strong understanding of Financial Planning and delivering client-focused advice • Proven coaching and mentoring experience • Strong knowledge of FCA regulations and compliance requirements • Understanding of complaints procedures, financial crime, GDPR, and relevant legislation • Experience reviewing and improving policies, procedures, and training materials • 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.