Salary: c £45,000 + 17.5% annual bonus + benefits package
* Fantastic opportunity to work closely with our Financial Advisers to develop best-in-class practices
* Field based role in the North working with 15 FAs
* Opportunities to focus on your own continuous development.
About the role
We are excited to offer an opportunity for a Training and Competency Supervisor to join our expanding T&C team. In this role, you will collaborate closely with our Financial Advisers in the North to develop best-in-class practices that adhere to FCA guidelines, ensuring our customers receive exceptional service.
Our team is dedicated to putting customers at the heart of everything we do, a commitment that has built our strong reputation. As a key member of our team, your primary focus will be to ensure our customers are served appropriately. You will be part of a team that monitors the financial sales force, to ensure they meet our high standards and report directly to the T&C Manager where not being met.
This dynamic role offers the chance to contribute to the development of our Training and Competency framework and your experience and knowledge will help shape the future of T&C.
Your key responsibilities will include establishing, facilitating, and implementing effective consultation with Financial Advisers on T&C (Training & Competency) scheme requirements. You will drive improvements in the T&C scheme by coaching and assessing the Financial Advisers as to whether they are meeting expected standards. You will provide them with the support and guidance needed to excel. Building strong relationships with key stakeholders, including Sales Managers will be essential. You will have the confidence and experience to support adviser knowledge, ethics, and skills, striving for improved quality performance and standards.
Certification: This role is subject to certification. Certification applies to key roles within the organisation that meet set criteria defined by our regulators. Certification is an internal process undertaken in line with regulatory requirements that is to be in place on appointment and annually thereafter.
About you
You’ll be a Level 4 Diploma Qualified professional (or working towards), who has experience in a Training & Competence role or working as a Financial Adviser yourself. You’ll be someone with strong relationship-building skills and the ability to establish and develop a Training and Competency framework. You’ll ensure that the expectations of the FCA’s TC sourcebook regarding adviser knowledge, ethics, skill, and expertise are achieved.
You’ll support the business and its objectives by monitoring, reviewing, and reporting on the knowledge, ethics, skill, and expertise of our Financial Advisers, managing quality performance issues to ensure competence is achieved and maintained. This role may require you to assess, investigate, and provide solutions to incidents and issues to minimise their impact, restore normal operations, and ensure root causes are established with corrective actions taken. You’ll ensure that all activities undertaken adhere to the regulatory expectations of a certified role.
This is a field-based role that will require travel so you must be willing to travel on a weekly basis and have access to a car.
To join our team, you’ll also have:
* Strong knowledge and understanding of the regulatory and legislative framework
* Excellent communication skills, especially in tough or uncomfortable situations
* Proven time management and prioritisation skills with the ability to work under pressure
* A Diploma in Regulated Financial Planning or are working towards
Benefits and Rewards
When you join our team, you can expect a supportive culture and an attractive range of rewards and benefits including:
* Salary up to £45k dependant upon experience
* Annual bonus (up to 17.5% of salary)
* Contributory pension scheme, up to 20%, including your 8% contribution
* 25 days annual leave + bank holidays + buy/sell/save holiday trading scheme
* A Family Friendly policy that helps you balance your work and family responsibilities
* Access to savings at High Street brands, travel and supermarkets
* £20 contribution to a monthly gym membership – subject to T&Cs
* Health and wellbeing plan- cashback for dentist, opticians, physio and more
* Access to voluntary benefits, including health assessments, private medical insurance and dental insurance
* Employee Volunteering - volunteering in the community for one day each year
* Unlimited access to Refer a Friend £500 bonus scheme
* Life Assurance cover of 4 x salary
* Employee discounts of 15% on a range of NFU Mutual insurance policies.
Working at NFU Mutual
We’re one of the UK’s leading general insurance and financial services companies. For over 110 years we’ve put our customers at the heart of everything we do. Our people are just as important to us. We pride ourselves on being “a great place to work” and we're one of only 60 companies across the globe to receive a Gallup Exceptional Workplace 2024 award, and one of only 2 companies to receive the award for the ninth consecutive year. We were also named in the LinkedIn Top 25 Companies List 2021, the Glassdoor Best Places to Work UK List 2023 and 2024, and were recognised as a certified UK Top Employer by the Top Employers Institute in 2023 and 2024.
We offer a supportive culture where we empower and inspire our people to perform, offer them opportunities to grow, and recognise and reward their contribution. Our people are proud to work for a company that respects them and their communities, and they trust us to be financially sustainable, so we are successful now and in the future.
Zenith House
Clifton Park Avenue
Shipton Road
York
YO30 5PB
#J-18808-Ljbffr