Overview
Join to apply for the Training and Competency Supervisor role at Isio.
We’re seeking a Training & Competency Supervisor to take ownership of the day-to-day implementation and enforcement of our FCA-aligned T&C regime. This role is ideal for someone who enjoys being on the ground — observing, coaching, and guiding advisers through their development journey.
You’ll work closely with advisers, managers, and compliance teams to ensure our people meet and maintain competence standards, and that our T&C processes are embedded into everyday practice.
About Us
Born from KPMG, Deloitte and Premier Benefit Solutions, we are building a proposition that is unique and compelling to disrupt the incumbent advisers in this space, through quality of Wealth Advisers, service and proposition. This builds on our heritage in complex planning including pensions, and has provided us with a strong foundation to excel in delivering clear, comprehensive and holistic advice to our clients. As a national firm of Wealth Advisers, we believe that individuals deserve a better alternative to the current status quo. In doing so we will allow clients to make better informed decisions around their finances delivering financial confidence in meeting their future goals and aspirations.
Key Responsibilities
* Conduct regular supervision meetings, observations, and file reviews to assess adviser competence.
* Deliver tailored training sessions and workshops to address specific development needs.
* Monitor progress against individual T&C plans and escalate concerns where necessary.
* Maintain accurate records of adviser competence, CPD, and supervision activity.
* Support onboarding and induction of new advisers, ensuring they understand T&C expectations.
* Collaborate with Compliance to ensure regulatory changes are reflected in training and supervision.
* Provide practical support to advisers preparing for exams or assessments.
* Report on T&C outcomes and risks to senior stakeholders.
Experience and Competencies Required
* Proven experience in a hands-on T&C role within a financial advice or wealth management firm.
* Strong understanding of FCA T&C requirements, especially in a retail advice setting.
* Confident communicator with the ability to coach, challenge, and support advisers.
* Comfortable working independently and managing multiple priorities.
* Experience with pensions advice is desirable.
Education and Qualifications
* Level 4 Diploma in Financial Planning (or equivalent) required; Chartered status a plus.
Demonstrated Commitment to our Core Purpose
* Power in Partnership: We work in partnership with our clients & each other – building open and trusted relationships. Working together allows us to deliver the best for our clients.
* Future Focus: We want to push our industry forward by solving problems in better ways that benefit both our clients & society.
* Strength in Difference: We work with diverse perspectives to find better solutions. Working with differences makes us stronger.
* People First: We recognise that pensions is a people business. People are the source of Isio’s expertise and it is people’s lives that we affect through our advice.
What we offer you
Isio is a people business, and we’re committed to helping our great colleagues gain a wide variety of experience, significant development opportunities and progression through the business. The variety of work that’ll be available to you will enable you to do this.
You can find out more about Isio and the benefits we offer here Isio - Careers & Benefits.
About Isio
Isio was born in 2020 from the sale of KPMG UK’s Pension Practice to a private equity firm. An industry-leading challenger, we provide diverse expertise spanning Pensions, Investment, Benefits and Wealth to give clients an integrated experience. We are committed to fostering an inclusive, equitable and diverse workplace, upholding respect, fairness, and inclusion in our actions and decisions.
We have offices across the UK and many of our roles offer a hybrid, flexible approach to work to help create a work-life balance that works for you. Isio Group is an equal opportunities employer and we welcome applications from all suitably qualified candidates.
If you think you may require a reasonable adjustment to be made for any reason at any stage of your recruitment process, please email hrrecruitment@ISIO.com
Seniority level
* Not Applicable
Employment type
* Other
Job function
* Human Resources
Isio is an equal opportunities employer and we welcome applications from all suitably qualified candidates.
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