Training and Competency Officer (T&C) - mbf. : Job Details

Training and Competency (T&C) OfficerLocation: 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.