Supervise and support a portfolio of Advising Partners, ensuring ongoing competence and regulatory alignment
Deliver coaching, challenge and feedback through regular 1-to-1s and structured reviews
Support SM&CR and AR regime requirements, including Fit & Proper and KPI assessments
Identify advice risks, trends and development needs and help drive solutions
Design and deliver engaging training, induction and Academy content
Act as a trusted point of contact for technical, regulatory and T&C queries
Support new and developing advisers on their journey to competent adviser status
Contribute to wider projects across advice, AML, vulnerable clients and business change
Understand the intricacies of advice businesses to deliver coaching on where advisers and directors can build stronger and more efficient businesses
Key Knowledge, Skills & Experience:
Background in T&C supervision, financial advice or paraplanning
Level 4 Diploma in Financial Planning, or currently working towards achieving it within a reasonable timeframe
Strong knowledge of SM&CR, AR regime, MiFID and PROD
Confident communicator who enjoys coaching, influencing and problem-solving
Comfortable balancing regulatory standards with commercial realities
Resilient, adaptable and motivated by continuous improvement
Desirable: Advanced qualifications, later life or complex advice experience
Location: Huddersfield, London, Stirling or Edinburgh (hybrid working)
Work Level: Experienced Colleague
Recruiter: Amy Curtis
Closing Date: 29th May 2026
Benefits
At M&G, we're committed to helping you thrive and supporting your wellbeing, both at work and beyond. Our benefits are designed to help you balance your professional and personal life, while planning confidently for your future. Our UK benefits include:Enjoy 38 days annual leave including bank holidays, with the opportunity to purchase up to 5 extra days and additional flexibility through our Time Off When You Need It policy - to balance your work and personal commitments.Our market leading Inspiring Families policy includes comprehensive support and paid parental leave covering maternity, adoption, surrogacy, and paternity leave - as supporting families is a core aspect of our inclusive culture.Health & Protection cover including Private Healthcare , Critical Illness cover and Life Assurance for you, with family options - for peace of mind.To explore more about life at M&G and our full benefits offering, visit Life at M&GM&G is also proud to be a Disability Confident Leader , and we welcome applications from candidates with long-term health conditions, disabilities, or neuro-divergent conditions.If you need a
Additional Information
Our purpose is to give everyone real confidence to put their money to work. With a heritage dating back more than 175 years, we have a long history of innovation in savings and investments, combining asset management and insurance expertise to offer a wide range of solutions.
Our two distinct operating segments, Asset Management and Life, work together to provide access to balanced, long-term investment and savings solutions.
Through telling it like it is, owning it now, and moving it forward together with care and integrity; we are creating an exceptional place to work for exceptional talent.
We will consider flexible working arrangements for any of our roles and also offer work place accommodations to ensure you have what you need to effectively deliver in your role.
Training & Competence Supervisor
Sandringham Financial Partners, part of M&G, is one of the UK's leading national independent advice firms. Our Training & Competence team plays a critical role in maintaining high-quality, compliant advice across our nationwide adviser network.
We're looking for an experienced T&C professional, adviser or paraplanner who enjoys developing people, shaping advice standards and working at the heart of a growing advice business.
Why Sandringham?
A genuine next step for advisers, paraplanners or T&C professionals
Variety, autonomy and real influence over advice quality
Career development within a growing firm backed by M&G
Efinancialcareers · Stirling