Training & Competence (T&C) Supervisor Location: Leeds Salary: £45,000 - £50,000 + bonus The Opportunity We are seeking a motivated and detail-oriented T&C Supervisor to lead the delivery of our Training & Competence scheme across the business. You will be responsible for supervising Appointed Representative firms, self-employed and employed advisers, and regulated individuals, ensuring competence and high standards are maintained through coaching, feedback, and evaluation. This role is primarily desk-based, with most supervision conducted remotely across the UK, but occasional field-based visits will be required. Key Responsibilities Supervise advisers through initial and ongoing stages of the T&C scheme via coaching, meetings, and KPI evaluation Deliver one-to-one sessions and annual role-plays, analyzing results to drive development Maintain accurate adviser records and facilitate induction courses Support advisers via phone and email, addressing queries on financial planning, technical, product, and T&C matters Supervise trainee advisers, including field-based client work Participate in regional meetings, company events, and training sessions Ensure compliance with procedures, AML, and regulatory requirements Identify trends and contribute to continuous improvement initiatives Build relationships with key internal and external stakeholders What You Will Need Qualifications & Experience: Level 4 Diploma in Financial Planning (essential) Ideally, 3+ years' experience in a financial services T&C or supervisory role Working towards higher-level industry qualifications (e.g., Chartered) is advantageous Desirable: Supervisory qualification H15 or J07 Knowledge: COBS, ICOB, and MCOB product and sales processes Consumer Duty and AR regime FCA regulations, Data Protection, and AML Working knowledge of SUP regulations Skills & Competencies: Strong financial planning and technical knowledge Coaching, feedback, and people development skills Excellent organisation and risk awareness Ability to manage multiple projects and priorities Calm under pressure, with strong communication and problem-solving skills Willingness to develop broad skills and knowledge Benefits: On-target bonus of 7.5% Pension contributions up to 10% Critical illness cover, income protection, and death in service benefits 27 days holiday plus bank holidays (option to buy up to 10 additional days) Private medical and dental insurance, plus a range of flexible benefits Why Join Us? We are a dynamic and growing financial services organisation, committed to delivering outstanding client outcomes and developing our people. We offer a supportive and inclusive culture, where personal and professional growth is encouraged, and colleagues are trusted to bring their best selves to work. If you are passionate about adviser development, regulatory excellence, and continuous improvement, this is the role for you.
Oct 07, 2025
Full time
Training & Competence (T&C) Supervisor Location: Leeds Salary: £45,000 - £50,000 + bonus The Opportunity We are seeking a motivated and detail-oriented T&C Supervisor to lead the delivery of our Training & Competence scheme across the business. You will be responsible for supervising Appointed Representative firms, self-employed and employed advisers, and regulated individuals, ensuring competence and high standards are maintained through coaching, feedback, and evaluation. This role is primarily desk-based, with most supervision conducted remotely across the UK, but occasional field-based visits will be required. Key Responsibilities Supervise advisers through initial and ongoing stages of the T&C scheme via coaching, meetings, and KPI evaluation Deliver one-to-one sessions and annual role-plays, analyzing results to drive development Maintain accurate adviser records and facilitate induction courses Support advisers via phone and email, addressing queries on financial planning, technical, product, and T&C matters Supervise trainee advisers, including field-based client work Participate in regional meetings, company events, and training sessions Ensure compliance with procedures, AML, and regulatory requirements Identify trends and contribute to continuous improvement initiatives Build relationships with key internal and external stakeholders What You Will Need Qualifications & Experience: Level 4 Diploma in Financial Planning (essential) Ideally, 3+ years' experience in a financial services T&C or supervisory role Working towards higher-level industry qualifications (e.g., Chartered) is advantageous Desirable: Supervisory qualification H15 or J07 Knowledge: COBS, ICOB, and MCOB product and sales processes Consumer Duty and AR regime FCA regulations, Data Protection, and AML Working knowledge of SUP regulations Skills & Competencies: Strong financial planning and technical knowledge Coaching, feedback, and people development skills Excellent organisation and risk awareness Ability to manage multiple projects and priorities Calm under pressure, with strong communication and problem-solving skills Willingness to develop broad skills and knowledge Benefits: On-target bonus of 7.5% Pension contributions up to 10% Critical illness cover, income protection, and death in service benefits 27 days holiday plus bank holidays (option to buy up to 10 additional days) Private medical and dental insurance, plus a range of flexible benefits Why Join Us? We are a dynamic and growing financial services organisation, committed to delivering outstanding client outcomes and developing our people. We offer a supportive and inclusive culture, where personal and professional growth is encouraged, and colleagues are trusted to bring their best selves to work. If you are passionate about adviser development, regulatory excellence, and continuous improvement, this is the role for you.
Job Title: Business Development Director - Investment Distribution Reporting to: Senior Distribution Lead Locations & Salary: £110,000 - £115,000 Benefits: Competitive bonus scheme, pension, private medical insurance, life cover, professional development support, flexible working/hybrid options, wellness support, and a comprehensive discretionary benefits package. About the Company This is a leading UK investment and wealth management business, recognised for its strong performance, adviser partnerships, and award-winning propositions. With offices across the country, the firm has built a reputation for excellence in discretionary investment management and multi-asset solutions, while maintaining a client-first culture and a clear focus on growth. Role Summary We are looking for a senior Business Development Director (Investment Distribution) to spearhead growth across adviser, institutional, and intermediary channels. Working in close collaboration with senior leadership and investment teams, you'll be responsible for expanding distribution reach, building deep market relationships, and ensuring the business remains a trusted partner to advisers and clients alike. Key Responsibilities Shape and deliver distribution strategies to drive adoption of investment propositions Build and maintain strong relationships with IFAs, wealth platforms, institutions, and intermediary partners Partner with investment and marketing teams to refine products and ensure strong market positioning Monitor competitor activity, regulatory changes, and adviser needs to keep distribution ahead of the curve Report performance against agreed KPIs and present insights to senior stakeholders Act as a senior ambassador for the business in the UK marketplace Requirements Senior distribution/business development experience within asset management, wealth, or IFA platform distribution Strong knowledge of UK adviser and intermediary markets Proven success promoting multi-asset funds, model portfolios, or discretionary investment solutions Exceptional commercial acumen, influencing and negotiation skills Ability to engage confidently with senior decision-makers and clients Strategic thinker with excellent communication and presentation skills Comfortable with UK travel to support national distribution activity Why Apply? Lead distribution strategy for a highly respected, nationally recognised wealth management brand Opportunity to work directly with senior leadership and investment teams Hybrid model offering flexibility across multiple UK hubs Attractive base salary, bonus potential, and comprehensive benefits package Career-defining role at a firm experiencing continued growth and innovation
Oct 01, 2025
Full time
Job Title: Business Development Director - Investment Distribution Reporting to: Senior Distribution Lead Locations & Salary: £110,000 - £115,000 Benefits: Competitive bonus scheme, pension, private medical insurance, life cover, professional development support, flexible working/hybrid options, wellness support, and a comprehensive discretionary benefits package. About the Company This is a leading UK investment and wealth management business, recognised for its strong performance, adviser partnerships, and award-winning propositions. With offices across the country, the firm has built a reputation for excellence in discretionary investment management and multi-asset solutions, while maintaining a client-first culture and a clear focus on growth. Role Summary We are looking for a senior Business Development Director (Investment Distribution) to spearhead growth across adviser, institutional, and intermediary channels. Working in close collaboration with senior leadership and investment teams, you'll be responsible for expanding distribution reach, building deep market relationships, and ensuring the business remains a trusted partner to advisers and clients alike. Key Responsibilities Shape and deliver distribution strategies to drive adoption of investment propositions Build and maintain strong relationships with IFAs, wealth platforms, institutions, and intermediary partners Partner with investment and marketing teams to refine products and ensure strong market positioning Monitor competitor activity, regulatory changes, and adviser needs to keep distribution ahead of the curve Report performance against agreed KPIs and present insights to senior stakeholders Act as a senior ambassador for the business in the UK marketplace Requirements Senior distribution/business development experience within asset management, wealth, or IFA platform distribution Strong knowledge of UK adviser and intermediary markets Proven success promoting multi-asset funds, model portfolios, or discretionary investment solutions Exceptional commercial acumen, influencing and negotiation skills Ability to engage confidently with senior decision-makers and clients Strategic thinker with excellent communication and presentation skills Comfortable with UK travel to support national distribution activity Why Apply? Lead distribution strategy for a highly respected, nationally recognised wealth management brand Opportunity to work directly with senior leadership and investment teams Hybrid model offering flexibility across multiple UK hubs Attractive base salary, bonus potential, and comprehensive benefits package Career-defining role at a firm experiencing continued growth and innovation
Job Title: Business Development Director - Investment Distribution Reporting to: Senior Distribution Lead Locations & Salary: £110,000 - £115,000 Benefits: Competitive bonus scheme, pension, private medical insurance, life cover, professional development support, flexible working/hybrid options, wellness support, and a comprehensive discretionary benefits package. About the Company This is a leading UK investment and wealth management business, recognised for its strong performance, adviser partnerships, and award-winning propositions. With offices across the country, the firm has built a reputation for excellence in discretionary investment management and multi-asset solutions, while maintaining a client-first culture and a clear focus on growth. Role Summary We are looking for a senior Business Development Director (Investment Distribution) to spearhead growth across adviser, institutional, and intermediary channels. Working in close collaboration with senior leadership and investment teams, you'll be responsible for expanding distribution reach, building deep market relationships, and ensuring the business remains a trusted partner to advisers and clients alike. Key Responsibilities Shape and deliver distribution strategies to drive adoption of investment propositions Build and maintain strong relationships with IFAs, wealth platforms, institutions, and intermediary partners Partner with investment and marketing teams to refine products and ensure strong market positioning Monitor competitor activity, regulatory changes, and adviser needs to keep distribution ahead of the curve Report performance against agreed KPIs and present insights to senior stakeholders Act as a senior ambassador for the business in the UK marketplace Requirements Senior distribution/business development experience within asset management, wealth, or IFA platform distribution Strong knowledge of UK adviser and intermediary markets Proven success promoting multi-asset funds, model portfolios, or discretionary investment solutions Exceptional commercial acumen, influencing and negotiation skills Ability to engage confidently with senior decision-makers and clients Strategic thinker with excellent communication and presentation skills Comfortable with UK travel to support national distribution activity Why Apply? Lead distribution strategy for a highly respected, nationally recognised wealth management brand Opportunity to work directly with senior leadership and investment teams Hybrid model offering flexibility across multiple UK hubs Attractive base salary, bonus potential, and comprehensive benefits package Career-defining role at a firm experiencing continued growth and innovation
Oct 01, 2025
Full time
Job Title: Business Development Director - Investment Distribution Reporting to: Senior Distribution Lead Locations & Salary: £110,000 - £115,000 Benefits: Competitive bonus scheme, pension, private medical insurance, life cover, professional development support, flexible working/hybrid options, wellness support, and a comprehensive discretionary benefits package. About the Company This is a leading UK investment and wealth management business, recognised for its strong performance, adviser partnerships, and award-winning propositions. With offices across the country, the firm has built a reputation for excellence in discretionary investment management and multi-asset solutions, while maintaining a client-first culture and a clear focus on growth. Role Summary We are looking for a senior Business Development Director (Investment Distribution) to spearhead growth across adviser, institutional, and intermediary channels. Working in close collaboration with senior leadership and investment teams, you'll be responsible for expanding distribution reach, building deep market relationships, and ensuring the business remains a trusted partner to advisers and clients alike. Key Responsibilities Shape and deliver distribution strategies to drive adoption of investment propositions Build and maintain strong relationships with IFAs, wealth platforms, institutions, and intermediary partners Partner with investment and marketing teams to refine products and ensure strong market positioning Monitor competitor activity, regulatory changes, and adviser needs to keep distribution ahead of the curve Report performance against agreed KPIs and present insights to senior stakeholders Act as a senior ambassador for the business in the UK marketplace Requirements Senior distribution/business development experience within asset management, wealth, or IFA platform distribution Strong knowledge of UK adviser and intermediary markets Proven success promoting multi-asset funds, model portfolios, or discretionary investment solutions Exceptional commercial acumen, influencing and negotiation skills Ability to engage confidently with senior decision-makers and clients Strategic thinker with excellent communication and presentation skills Comfortable with UK travel to support national distribution activity Why Apply? Lead distribution strategy for a highly respected, nationally recognised wealth management brand Opportunity to work directly with senior leadership and investment teams Hybrid model offering flexibility across multiple UK hubs Attractive base salary, bonus potential, and comprehensive benefits package Career-defining role at a firm experiencing continued growth and innovation
Job Title: Business Development Director - Investment Distribution Reporting to: Senior Distribution Lead Locations & Salary: £110,000 - £115,000 Benefits: Competitive bonus scheme, pension, private medical insurance, life cover, professional development support, flexible working/hybrid options, wellness support, and a comprehensive discretionary benefits package. About the Company This is a leading UK investment and wealth management business, recognised for its strong performance, adviser partnerships, and award-winning propositions. With offices across the country, the firm has built a reputation for excellence in discretionary investment management and multi-asset solutions, while maintaining a client-first culture and a clear focus on growth. Role Summary We are looking for a senior Business Development Director (Investment Distribution) to spearhead growth across adviser, institutional, and intermediary channels. Working in close collaboration with senior leadership and investment teams, you'll be responsible for expanding distribution reach, building deep market relationships, and ensuring the business remains a trusted partner to advisers and clients alike. Key Responsibilities Shape and deliver distribution strategies to drive adoption of investment propositions Build and maintain strong relationships with IFAs, wealth platforms, institutions, and intermediary partners Partner with investment and marketing teams to refine products and ensure strong market positioning Monitor competitor activity, regulatory changes, and adviser needs to keep distribution ahead of the curve Report performance against agreed KPIs and present insights to senior stakeholders Act as a senior ambassador for the business in the UK marketplace Requirements Senior distribution/business development experience within asset management, wealth, or IFA platform distribution Strong knowledge of UK adviser and intermediary markets Proven success promoting multi-asset funds, model portfolios, or discretionary investment solutions Exceptional commercial acumen, influencing and negotiation skills Ability to engage confidently with senior decision-makers and clients Strategic thinker with excellent communication and presentation skills Comfortable with UK travel to support national distribution activity Why Apply? Lead distribution strategy for a highly respected, nationally recognised wealth management brand Opportunity to work directly with senior leadership and investment teams Hybrid model offering flexibility across multiple UK hubs Attractive base salary, bonus potential, and comprehensive benefits package Career-defining role at a firm experiencing continued growth and innovation
Oct 01, 2025
Full time
Job Title: Business Development Director - Investment Distribution Reporting to: Senior Distribution Lead Locations & Salary: £110,000 - £115,000 Benefits: Competitive bonus scheme, pension, private medical insurance, life cover, professional development support, flexible working/hybrid options, wellness support, and a comprehensive discretionary benefits package. About the Company This is a leading UK investment and wealth management business, recognised for its strong performance, adviser partnerships, and award-winning propositions. With offices across the country, the firm has built a reputation for excellence in discretionary investment management and multi-asset solutions, while maintaining a client-first culture and a clear focus on growth. Role Summary We are looking for a senior Business Development Director (Investment Distribution) to spearhead growth across adviser, institutional, and intermediary channels. Working in close collaboration with senior leadership and investment teams, you'll be responsible for expanding distribution reach, building deep market relationships, and ensuring the business remains a trusted partner to advisers and clients alike. Key Responsibilities Shape and deliver distribution strategies to drive adoption of investment propositions Build and maintain strong relationships with IFAs, wealth platforms, institutions, and intermediary partners Partner with investment and marketing teams to refine products and ensure strong market positioning Monitor competitor activity, regulatory changes, and adviser needs to keep distribution ahead of the curve Report performance against agreed KPIs and present insights to senior stakeholders Act as a senior ambassador for the business in the UK marketplace Requirements Senior distribution/business development experience within asset management, wealth, or IFA platform distribution Strong knowledge of UK adviser and intermediary markets Proven success promoting multi-asset funds, model portfolios, or discretionary investment solutions Exceptional commercial acumen, influencing and negotiation skills Ability to engage confidently with senior decision-makers and clients Strategic thinker with excellent communication and presentation skills Comfortable with UK travel to support national distribution activity Why Apply? Lead distribution strategy for a highly respected, nationally recognised wealth management brand Opportunity to work directly with senior leadership and investment teams Hybrid model offering flexibility across multiple UK hubs Attractive base salary, bonus potential, and comprehensive benefits package Career-defining role at a firm experiencing continued growth and innovation
