Job Description
Training and Competency (T&C) Officer
Location: Remote (Home-based) with travel and occasional office visits to Fareham.
Salary: Basic salary to £55,000 (negotiable dependant on overall experience & qualifications)
Are you a Level 4 qualified professional with a passion for developing talent and maintaining excellence in the financial planning sector?
We’re recruiting on behalf of a leading financial planning and wealth management organisation that’s growing rapidly and seeking a proactive Training and Competency (T&C) Officer to join their team. This is an exciting opportunity to support the development and compliance of financial advisers within a forward-thinking, client-focused business.
The Role
As a T&C Officer, you’ll be instrumental in maintaining high professional standards and ensuring the company’s financial advisers are both compliant and well-supported in their career development.
Key responsibilities include:
* Conducting regular T&C assessments with financial advisers to ensure regulatory compliance and best practice.
* Delivering tailored coaching and development plans to advisers, helping them achieve their full potential.
* Supporting advisers through their personal development and qualification journeys.
* Maintaining robust records of T&C activity to satisfy regulatory requirements.
* Working closely with the Directors and wider team to uphold the company’s professional standards.
What We’re Looking For
To excel in this role, you will need:
* A Level 4 qualification in Financial Planning (or equivalent) .
* A strong understanding of the financial planning and wealth management industry, including regulatory requirements.
* Proven experience in a similar T&C or compliance role.
* Excellent communication, coaching, and relationship-building skills.
* Flexibility and willingness to travel to meet advisers and attend occasional office meetings in Fareham.
What’s On Offer
* A home-based role offering flexibility and autonomy.
* The opportunity to join a growing organisation with a strong reputation in the financial planning sector.
* Ongoing professional development and career progression.
* A competitive salary and benefits package.