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Training & Competence Supervisor

NFU Mutual

Job Description

Training & Competence Supervisor

  • Fantastic opportunity to work closely with our Financial Advisers to develop best-in-class practices
  • Field based role with remote working options
  • 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 Governance team. In this role, you will collaborate closely with our Financial Advisers 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 mentor and coach the team to meet our high standards and hold Financial Advisers accountable for their actions.

    This dynamic role offers the chance to contribute to the development of our Training and Competency framework. You will recommend departmental controls and ensure compliance is maintained by all relevant parties.

    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 holding Financial Advisers accountable to expected standards, providing them with the support and guidance needed to excel. Building strong relationships with key stakeholders, including Regional Managers and Regional Directors, will be essential. You will create effective action plans to support adviser knowledge, ethics, and skills, resulting in improved quality performance and standards.

    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.

    Certification: This role is subject to certification. Certification applies to key roles within the organisation that meet set criteria defined by our regulators. Certification is an internal process undertaken in line with regulatory requirements that is to 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 the management of certified employees, and as such is held to the same standard of accountability. The inclusion of this role in the certification hierarchy ensures a clear chain of accountability between the 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), who has experience in a Training & Competence role or working as a Financial Adviser yourself. You'll be someone with strong relationship-building skills and the ability to establish and develop a Training and Competency framework. You'll ensure that the expectations of the FCA's TC sourcebook regarding adviser knowledge, ethics, skill, and expertise are achieved.

    You'll support the business and its objectives by monitoring, reviewing, and reporting on the knowledge, ethics, skill, and expertise of our Financial Advisers, managing quality performance issues to ensure competence is achieved and maintained. This role may require you to assess, investigate, and provide solutions to incidents and issues to minimise their impact, restore normal operations, and ensure root causes are established with corrective actions taken. You'll ensure that all activities undertaken adhere to the regulatory expectations of a certified role.

    This is a field-based role that will require travel so you must be willing to travel on a weekly basis 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 prioritisation skills with the ability to work under pressure
  • A Diploma in Regulated Financial Planning or are working towards
  • At NFU Mutual, we support an inclusive workplace and value all the differences that make us unique. We celebrate the creativity and innovation that comes from diverse perspectives and experiences and share a common vision of doing the right thing for our customers and employees.

    We recognise that some candidates may experience barriers during the recruitment process. So, we encourage candidates to discuss any adjustments or accommodations they need to be the best they can be throughout our recruitment process.

    We're proud to be a Disability Confident Employer, a Race at Work and Women in Finance Charter signatory and 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 up to £45k dependant upon 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 that helps you balance your work and family responsibilities
  • Access to savings at High Street brands, travel and supermarkets
  • £20 contribution to a monthly gym membership - subject to T&Cs
  • Health and wellbeing plan - 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 across the globe to receive a Gallup Exceptional Workplace 2024 award, and one of only 2 companies to receive the award 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 were recognised as a certified UK Top Employer by the Top Employers Institute in 2023 and 2024.

    We offer a supportive culture where we empower and inspire our people to perform, offer them opportunities to grow, and recognise and reward their contribution. Our people are proud to work for a company that respects them and their communities, and they trust us to be financially sustainable, so we are successful now and in the future.

    Good luck with your application