Training & Competence Supervisor – CII Level 4 Qualified
Location: South Manchester
Two days WFH
Salary: £55,000 - £60,000
Full-Time | Permanent


We are seeking an experienced and detail-oriented Training & Competence Supervisor to join a growing financial services organisation. This is an excellent opportunity for someone with strong technical knowledge and supervisory experience to play a key role in ensuring the competence, development, and regulatory compliance of a team of regulated advisers.


This role sits within the Training & Competence (T&C) function and involves both one-to-one and group supervision, adviser development planning, and the delivery of training and feedback to support high standards across the business.


Role Overview
The successful candidate will support the Training & Competence Manager in the effective oversight and implementation of the firm’s Training & Competence Scheme. Key responsibilities include:
*Supervise a designated group of regulated advisers, including trainees and fully competent advisers.
*Create and analyse Management Information (MI) to support one-to-one T&C review meetings.
*Deliver training and feedback to advisers through role-play, live client observations, and file quality reviews.
*Construct and implement adviser development plans to address training needs.
*Assess new entrant knowledge and experience, creating relevant route-to-competence plans.
*Review adviser and supervisor CPD records and other performance MI, including complaints, conduct, and knowledge testing.
*Maintain accurate T&C records in line with scheme requirements.
*Liaise with adviser line managers and HR to support T&C performance and annual certification.
*Work collaboratively with other T&C supervisors, including covering for absences where needed.
*Maintain personal CPD records and demonstrate ongoing competence for certification purposes.


Knowledge, Skills & Experience
*Minimum Level 4 Diploma in Regulated Financial Planning (Level 6 preferred).
*Supervision qualification such as JO7 or equivalent preferred.
*Strong knowledge of financial services regulation (FCA rules and guidance).
*Experience in supervision skills: analysis, review, feedback, and adviser development.
*Understanding of the financial planning advice process and compliance requirements.
*Experience in conducting financial planning file quality assessments.
*IT literate: Microsoft Excel, Word, PowerPoint.
*Presentation and training skills to support T&C activities.
*Familiarity with financial planning products and services.


Personal Qualities
*Flexible and able to work independently and as part of a team.
*Strong interpersonal and communication skills, with confidence in giving constructive feedback.
*Highly organised, detail-focused, and able to manage deadlines effectively.
*Confident in delivering training and development to individuals and groups.
*Ability to manage conflict and provide clear, effective solutions.
*Professional approach to highlighting risks and key performance indicators.


If you are an experienced T&C professional with a passion for developing advisers, ensuring compliance, and supporting a culture of learning, we would love to hear from you.


Apply today via NJR Recruitment quoting Ref: NJR16281