* Fantastic opportunity to work closely with our Financial Advisers to develop best-in-class practices
* Field-based role in the North working with 15 FAs
* Opportunities to focus on your own continuous development
About the role
We are excited to offer an opportunity for a Training and Competency Supervisor to join our expanding T&C team. In this role, you will collaborate closely with our Financial Advisers in the North to develop best-in-class practices that adhere to FCA guidelines, ensuring our customers receive exceptional service.
Our team is dedicated to putting customers at the heart of everything we do, a commitment that has built our strong reputation. As a key member of our team, your primary focus will be to ensure our customers are served appropriately. You will monitor the financial sales force to ensure they meet our high standards and report directly to the T&C Manager when standards are not met.
This dynamic role offers the chance to contribute to the development of our Training and Competency framework. Your experience and knowledge will help shape the future of T&C.
Your key responsibilities will include establishing, facilitating, and implementing effective consultation with Financial Advisers on T&C (Training & Competency) scheme requirements. You will drive improvements in the T&C scheme by coaching and assessing Financial Advisers on whether they meet expected standards. You will provide them with the support and guidance needed to excel. Building strong relationships with key stakeholders, including Sales Managers, will be essential. You should have the confidence and experience to support adviser knowledge, ethics, and skills, striving for improved quality performance and standards.
Certification: This role is subject to certification. Certification applies to key roles within the organization that meet set criteria defined by our regulators. Certification is an internal process undertaken in line with regulatory requirements and must be in place on appointment and annually thereafter.
Certified Function: This role is subject to certification for MSIL due to being identified as:
Manager of Certified Employees: A person who manages or supervises a Certified employee. This role is responsible for managing certified employees and is held to the same standard of accountability. Including this role in the certification hierarchy ensures a clear chain of accountability between managed certified employees and the Senior Manager ultimately responsible for that area.
About you
You’ll be a Level 4 Diploma Qualified professional (or working towards it), with experience in a Training & Competence role or as a Financial Adviser. You’ll have strong relationship-building skills and the ability to establish and develop a Training and Competency framework. You’ll ensure that the FCA’s TC sourcebook expectations regarding adviser knowledge, ethics, skills, and expertise are achieved.
You’ll support the business and its objectives by monitoring, reviewing, and reporting on the knowledge, ethics, skills, and expertise of our Financial Advisers. You will manage quality performance issues to ensure competence is achieved and maintained. This role may require assessing, investigating, and providing solutions to incidents and issues to minimize their impact, restore normal operations, and establish root causes with corrective actions. You must ensure all activities adhere to the regulatory expectations of a certified role.
This is a field-based role requiring weekly travel, so you must be willing to travel and have access to a car.
To join our team, you’ll also have:
* Strong knowledge and understanding of the regulatory and legislative framework
* Excellent communication skills, especially in tough or uncomfortable situations
* Proven time management and prioritization skills with the ability to work under pressure
* A Diploma in Regulated Financial Planning or working towards it
We pride ourselves on being unique in the financial services industry, not only for the products we offer but also for the trust and relationships we build with our customers and employees. We help our customers manage their money, achieve their financial goals, and enjoy financial peace of mind. Our market-leading year-on-year retention rates highlight the loyalty of our customers.
At NFU Mutual, we support an inclusive workplace and value all the differences that make us unique. We celebrate the creativity and innovation that come from diverse perspectives and experiences, sharing a common vision of doing the right thing for our customers and employees.
We recognize that some candidates may experience barriers during the recruitment process. We encourage candidates to discuss any adjustments or accommodations they need to be their best throughout our recruitment process.
We're proud to be a Disability Confident Employer, a Race at Work and Women in Finance Charter signatory, and we welcome applications from people of all backgrounds, regardless of age, ethnicity, disability, neurodiversity, gender, religion, marital status, sexual orientation, or socioeconomic background.
Benefits and Rewards
When you join our team, you can expect a supportive culture and an attractive range of rewards and benefits, including:
* Salary circa £45k depending on experience
* Annual bonus (up to 17.5% of salary)
* Contributory pension scheme, up to 20%, including your 8% contribution
* 25 days annual leave + bank holidays + buy/sell/save holiday trading scheme
* A Family Friendly policy to help balance work and family responsibilities
* Access to savings at High Street brands, travel, and supermarkets
* £20 contribution to a monthly gym membership – T&Cs apply
* Health and wellbeing plan with cashback for dentist, opticians, physio, and more
* Access to voluntary benefits, including health assessments, private medical insurance, and dental insurance
* Employee Volunteering: volunteer in the community for one day each year
* Unlimited access to Refer a Friend £500 bonus scheme
* Life Assurance cover of 4 x salary
* Employee discounts of 15% on a range of NFU Mutual insurance policies
Working at NFU Mutual
We’re one of the UK’s leading general insurance and financial services companies. For over 110 years, we’ve put our customers at the heart of everything we do. Our people are just as important to us. We pride ourselves on being “a great place to work,” and we’re one of only 60 companies worldwide to receive a Gallup Exceptional Workplace 2024 award, and the only company to receive it for the ninth consecutive year. We were also named in the LinkedIn Top 25 Companies List 2021, the Glassdoor Best Places to Work UK List 2023 and 2024, and recognized as a certified UK Top Employer in 2023 and 2024.
We offer a supportive culture that empowers and inspires our people to perform, provides opportunities to grow, and recognizes their contributions. Our staff are proud to work for a company that respects them and their communities, and they trust us to be financially sustainable, ensuring our success now and in the future.
Centenary House
69 Wellington Street
Glasgow
G2 6HG
We are a leading provider of General Insurance and Financial Services. From our rural roots, we’ve grown to a UK-wide organization, turning over £1 billion annually. Success remains grounded in our customer focus, down-to-earth approach, and commitment to the rural communities we serve.
Our ethos—trust, respect, and personal service—lies at the heart of all we do, building our reputation for exceptional member loyalty. Though we’ve been in business for over 110 years, we have big ambitions for the future. We’re looking for talented people to join our growing organization. Talented people like you.
#J-18808-Ljbffr