Training and Competency Officer

2 weeks ago


Fareham, United Kingdom mbf Full time

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.


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