Free cookie consent management tool by TermsFeed Training and Competency Officer (T&C) in Guildford | MBF

Training and Competency Officer (T&C)

  • Guildford
  • Permanent
  • £45,000 - £55,000 + Bonus & Benefits

Job details.

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.

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.

Sector:

  1. Financial Services
  2. Financial Planning
  3. Asset & Investment Management

Thomas Williams

Financial Services

Contact Us

similar jobs.

Paraplanner - Hybrid Working

  • Bath
  • £35,000 - £45,000 + Bonus & Benefits

A highly regarded, privately owned Independent Financial Planning & Investment Management organisation is seeking an experienced Paraplanner to join their team. With offices across the South West and ...

Administrator

  • Bath
  • £20,000 - £25,000 + Bonus & Benefits

Salary: Up to £25,000 (Basic) + Discretionary Bonus Benefits: 25 days holiday + bank holidays, Group Life Assurance, Pension, Private Medical Insurance, Income Protection, Full Exam Support Are yo...

IFA Administrator

  • Guildford
  • £30,000 - £35,000 + Bonus & Benefits

Are you an experienced IFA Administrator looking for a new challenge in a supportive, close-knit environment? A highly successful and fully independent financial planning practice in Guildford is seek...

Head of Administration – Financial Planning

  • Cheltenham
  • £35,000 - £45,000 + Bonus & Benefits

Head of Administration – Financial Planning Salary: Up to £45,000 Location: Hybrid (Office & Home working) Company: Award-winning Financial Planning Organisation We are partnering with a prest...

Head of Administration - Financial Planning

  • Cheltenham
  • £35,000 - £45,000 + Bonus & Benefits

Head of Administration - Financial Planning Salary: Up to £45,000 Location: Hybrid (Office & Home working) Company: Award-winning Financial Planning Organisation We are partnering with a prest...

Junior Paraplanner

  • Bristol
  • £30,000 - £40,000 + Bonus & Benefits

We are working with a highly regarded and fast-growing Financial Planning organisation in the centre of Bristol to recruit a Junior Paraplanner. Our client is dedicated to providing first class financ...

Digital Transformation and Advice Quality Manager

  • Fareham
  • £50,000 - £60,000 + Bonus & Benefits

We are working with an award-winning, national financial planning and investment management business that is transforming the way advice is delivered to clients. This innovative and client-focused com...

Junior Paraplanner

  • Cardiff
  • £25,000 - £35,000 + Bonus & Benefits

We are working with a very successful and fully independent Financial Planning practice in Cardiff to recruit a motivated Junior Paraplanner. Our client is an established name in the industry who ...

don't miss out on great offers.

Decor

Get new jobs for this search by email

Loading...