Job Description

Birchlake Recruitment is partnering with a well-established financial advice organisation to identify an experienced Training & Competency (T&C) Supervisor. This role will play a key part in ensuring advisers meet regulatory competency standards while supporting ongoing development, supervision, and compliance across the business. This is a fully remote role. 

The Role:

The T&C Supervisor will oversee adviser competence, ensuring regulatory requirements are met while supporting advisers through effective supervision, coaching, and performance monitoring. The role will also lead structured induction programmes for new advisers and ensure they achieve Competent Adviser Status (CAS) efficiently.

You will work closely with sales management, risk, and compliance teams to monitor adviser performance, analyse competency data, and promote best practice across the organisation.

Key Responsibilities:

• Deliver and manage structured T&C supervisionin line with FCA requirements and internal policies.
• Support adviser development through coaching, monitoring, and competency assessments.
• Design and deliver tailored induction programmes for new advisers to achieve CAS.
• Supervise advisers across different competency levels and provide targeted support where required.
• Produce management information (MI) and reporting on adviser performance and RAG status.
• Collaborate with sales leadership, QA, and compliance teams to ensure strong regulatory oversight.
• Promote high standards of client outcomes, compliance, and professional conduct.

Requirements:

• Minimum 6 years’ experience in financial services, ideally within a Training & Competency or supervisory environment.
• Relevant Level 4 financial services qualifications (or equivalent).
• Strong understanding of T&C regulations and adviser competency frameworks.
• Experience analysing adviser performance data and producing meaningful reporting.
• Excellent communication, organisational, and stakeholder management skills.

Desirable Experience:

• Background in compliance, risk, or audit functions.
• Experience reviewing pension transfer or similar complex advice cases.

Benefits:

• Car allowance of £3,500
• Death in Service life cover - 2x salary
• Group Income Protection 
• 5% flexible benefits