This hybrid/remote role is based in the North East, with national travel required for meetings, face-to-face 1:1s with risk-rated advisers, and occasional visits to Titan Wealth offices to collaborate with colleagues.
The primary purpose of the role is to develop and support Trainee Financial Planners within the Bionic Remote Advice Team, helping them progress to Competent Adviser Status (CAS) through structured coaching, assessment, and ongoing development. The role is also responsible for overseeing the ongoing competency and performance of CAS Financial Planners within the supervision framework, ensuring high professional and regulatory standards are maintained.
Working closely with advisers, support teams, and key stakeholders, you will help ensure compliance with all relevant regulatory requirements, internal policies, and industry best practice. You will contribute to the operation of effective systems and controls that identify, manage, and mitigate business risks, while promoting a positive culture of competence, continuous improvement, and professional development across the business.
The successful candidate will build strong, collaborative relationships with advisers and support staff, fostering a supportive environment that enables individuals to develop their skills, deliver excellent client outcomes, and uphold Titan Wealth's standards of professionalism and compliance.
Act as the primary Training & Competence (T&C) Supervisor for Financial Planners across multiple locations and levels of experience.
Ensure all Financial Planners within your remit are supervised in line with the Group Training & Competence Scheme, regulatory requirements, and internal standards.
Deliver new to role, new entrant training to inexperienced Planners operating within a Restricted model and other training interventions as required.
Partner closely with the Training & Development team to support advisers throughout their development journey, from onboarding through to Competent Adviser Status (CAS) and ongoing professional growth.
Conduct role plays, live observations, competency assessments, and file reviews, providing clear, constructive feedback to support performance improvement.
Analyse key performance indicators (KPIs) and competency outcomes to identify development needs, agree continuous professional development (CPD) plans, and deliver targeted coaching and training.
Support the Compliance function in maintaining accurate, up-to-date training materials, policies, and procedures, while contributing to the design and implementation of new learning content.
Ensure own ongoing competency.
Promote and display the client-centric culture of the business.
Proactively share best practice. Experience, skills and key requirements.
Current experience working in a Training & Competence role within the Financial Services sector supervising Financial Planners in all areas (Pensions, Investments and Protection) with a deep understanding of Financial Planning and a client centric approach.
Experience of providing effective Coaching remotely.
A good understanding and knowledge of relevant FCA rules.
A good understanding of complaints procedures.
A good understanding of other relevant legislation, including that related to financial crime and GDPR.
A good understanding of updating policies and procedures.
An in depth understanding of Training & Competency.
Working knowledge of and be competent with Microsoft Applications.
Qualified to at least QCF Level 4 or equivalent qualification, AF7, CF8 and ER1 preferred but not essential. (H15, JO7 or AF6 are desirable).
Financial Planners
Group Compliance
Regional Manager
Internal teams
Travel required for team meetings/face to face adviser meetings
Full-Time – 9am to 5pm with 1-hours lunch (35hours)
Commercial Awareness
Innovation
Collaboration
Team contribution
Professionalism
Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of:
Creativity – we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors.
Commitment – we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile.
Collaboration – we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement.
Some of our benefits:
- Competitive salary
- Private Medical Insurance post probation
- Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)
- 25 days Annual Leave (plus buy and sell up to 5 days)
- Office Christmas close (3-days)
- Life Assurance
- Health cash plan
- Hybrid working
- Discretionary performance related bonus
- Employee Assistance Programme
- And lots of flexible benefits to choose from!
The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.
