Training and Competency Supervisor

Are you an experienced T&C professional with a passion for developing and mentoring top-tier financial advisers? We're seeking a dynamic and strategic Training and Competence Supervisor to take on a pivotal role within a fast-growing London based IFA business. 

Why This Role? Are you an experienced T&C professional with a passion for supporting advisers' development and regulatory compliance? Join a dynamic Wealth Management team as a T&C Supervisor and play a critical role in fostering an effective Training & Competence (T&C) framework. 

What’s in It for You?

• Competitive Salary: £55,000 - £70,000 per annum, reflecting your expertise and experience.


• Benefits Package: pension, income protection, life cover, PMI, study support, and bonus


• Hybrid Working: Enjoy a flexible working arrangement with 2/3 days per week in the London office and the remainder working remotely.


• Career Advancement: Take advantage of significant opportunities for career growth and professional development within a rapidly expanding business.


• Supportive Environment: Work closely with a team of experienced professionals in a collaborative and progressive setting.


• Professional Development: Access continuous learning opportunities and enhance your skills in a role that values your professional growth. 

Key Responsibilities

• Supervise a designated group of advisers, conducting competence assessments and risk evaluations.


• Hold regular one-on-one meetings and observed visits, ensuring standards align with T&C requirements.


• Maintain accurate records of adviser competence, CPD, and risk profile, while updating authorisation as necessary.


• Lead or contribute to T&C projects, including file checks, training, and process improvement.


• Collaborate with various departments to ensure regulatory compliance and adherence to company expectations.


• Support the continuous improvement of T&C policies, procedures, and standards across the firm. 

What We’re Looking For:

• Experience: Proven T&C or compliance experience within financial services, ideally in wealth management.


• Qualifications: Relevant qualifications in compliance, T&C, or equivalent financial regulatory training.


• Skills: Strong interpersonal and communication skills; ability to assess and develop competence in a regulatory environment. 

Why Join?

• Become a key player in enhancing adviser competence and T&C practices within a leading wealth management firm.


• Influence the future of T&C through innovation and best practices.


• Thrive in a collaborative, supportive culture dedicated to excellence and client-first service. 

How to Apply: If you’re ready to take the next step in your career and make a substantial impact on our client’s T&C function, we’d love to hear from you. Please apply here today and help shape the future of financial advice!

At Twenty84, we believe in the power of diversity as a key component of innovation, growth, and success. We promote a culture where every individual—regardless of race, ethnicity, gender, age, religion, sexual orientation, ability, or background—feels valued, respected, and empowered. We are committed to helping our clients create inclusive environments that promote equal opportunities, and we actively seek to attract a diverse workforce.