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Job Title


Training & Competency (T&C) Manager


Company : mbf


Location : Bath, England


Created : 2025-05-04


Job Type : Full Time


Job Description

Training & Competency (T&C) ManagerLocation: Hybrid (2 days in-office, 3 days from home) - the client can also consider fully remote Contract: Full-time | PermanentSalary: Up to £80,000 basic salary + discretionary bonus and excellent benefitsWe’re working with a national financial planning, wealth management, and employee benefits organisation with multiple offices across the UK and a fantastic reputation for delivering tailored, high-quality services to both individual and corporate clients.As a Training & Competency Manager, you will play a key role in ensuring the continued development, performance, and regulatory compliance of a growing adviser population. This is a strategic and hands-on role, ideal for someone who thrives in a collaborative, fast-paced, and regulated environment.Key ResponsibilitiesLead the implementation and ongoing management of the T&C scheme across the businessMonitor adviser performance and competence, supporting with coaching and developmentConduct observations, file reviews, and manage risk-based T&C activitiesProvide guidance to advisers and managers on regulatory expectations and professional developmentCollaborate with compliance, operations, and senior stakeholders to maintain a culture of excellence and accountabilityWhat We’re Looking ForProven experience in a T&C role within financial servicesStrong knowledge of FCA regulatory frameworks and advice processesExcellent communication and interpersonal skillsA proactive, supportive, and pragmatic approach to managing competence and developmentLevel 4 Diploma in Financial Planning (or equivalent) is essentialPackageCompetitive salary up to £80,000 plus discretionary bonusHybrid working - 2 days in the office, 3 from home25 days holiday plus bank holidays, with options to buy or sell additional daysGroup Life Assurance (4x salary)5% employer pension contributionPrivate Medical InsuranceGroup Income ProtectionMany additional benefits, including wellbeing, lifestyle, and financial perksThis is a fantastic opportunity to join a business that truly invests in its people, supports progression, and delivers real value to both clients and employees.