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Mortgage training & competence supervisor

Belfast
F S People Ltd (Financial Services recruitment specialists)
Supervisor
Posted: 27 March
Offer description

We are currently working on behalf of one of the UKs most successful and unique mortgage brokerages. Based in central London they operate across the whole of the UK.


Due to continued growth, they are now looking for a Mortgage Training & Competency Supervisor to join their team. This role would suit either an experienced T & C supervisor, or someone from a mortgage broking background looking to move away from selling and into T & C.


This is a hybrid role, with 2 days WFH and 3 days based in office.


The T&C Supervisor is responsible for overseeing the competence, development, and regulatory adherence of Mortgage and Protection Advisers. The Supervisor plays a key role in mitigating regulatory risk while supporting adviser performance, development, and professionalism.


Training & Competence Oversight

* Oversee the full T&C scheme for Mortgage and Protection Advisers, ensuring compliance with FCA requirements.
* Conduct regular 1:1 supervision meetings, competency assessments, and performance reviews.
* Complete file checks and suitability assessments to ensure advice quality and conduct standards are met.
* Maintain up-to-date T&C records, supervision logs, and evidence trails for audit and regulatory scrutiny.

Risk & Regulatory Compliance

* Ensure all advisers meet minimum qualification requirements (CeMAP or equivalent) and maintain CPD obligations.
* Identify trends or risks in advice quality and implement corrective action plans.
* Support regulatory reporting, complaint investigations, and root-cause analysis.
* Keep abreast of FCA rules (e.g., MCOB, ICOBS, Consumer Duty) and translate them into practical guidance for advisers.


Coaching, Development & Performance

* Deliver coaching, feedback, and structured development plans to improve adviser knowledge and skills.
* Support new entrants through an effective onboarding and supervision programme when required.
* Identify skills gaps and recommend relevant training or refresher courses.
* Encourage a culture of continuous professional development and strong customer-centric behaviour.

Quality Assurance

* Monitor sales practices, documentation, and advice suitability to ensure ongoing compliance.
* Work with QA, Compliance, and Sales Leadership to address issues, drive improvements, and maintain high standards.


Excellent clear communication skills are a must along with the ability to work well in a team.


Essential skills include: Good knowledge of the T&C environment, good knowledge of mortgage criteria and experience of working within a regulated sales environment ( preferably mortgages )


This role will pay up to £42,000 +benefits, and is an excellent opportunity to start a career in T&C.

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