Training & Competence Consultant

Training and Competence Consultant

January 2024

To deliver Supervision and Training activities to Network firms and advisers in line with the Training & Competence Framework. To help advisers successfully adopt and utilise the networks advice propositions. To provide coaching, feedback and training to Network firms and advisers in response to the needs of the business.


  • Responsibility for delivery of T&C activity to Network advisers and firms as defined by the
    operational plan and prioritisation documents.
  • To facilitate the successful achievement of new advisers to get to competent adviser status
    in a seamless and timely manner.
  • To organise, host and deliver face to face and remote presentations at training events in line
    with the agreed core objectives as required.
  • Manage any issues proactively through to resolution, working closely with internal
  • Demonstrate and support a strong relationship with firms, managing issues proactively to a
    final resolution, escalating to line manager or other departments where necessary.
  • Foster effective working relationships with office-based teams and other field staff to build a
    team based approach to regional activities.
  • To undertake ad hoc projects and duties as and when required, to support the needs of the
    business or to achieve departmental objectives.







    Managing & leading yourself & others


    Developing yourself & others


    Service excellence


    Commercially focused


    Embracing Change




    Personal profile

    Qualifications required


    • Mortgage Qualification
    • IT Literate
    • Driving Licence


    • Diploma level 4 qualification
    • J07 – Supervision in a Regulated Environment
    • Certificate in Learning & Development Practice (CIPD equivalent)

    Experience required


    • Experience working within a Compliance / regulatory role.
    • Experience of providing high quality customer service.
    • Willingness to travel with occasional overnight stay.


    • Previous experience of supervision of regulated activities or previously non- regulated
    • Previous experience of working in a business to business support environment.

    Our Expectations

    Our Approach to Risk Management

    • You will require an awareness of operational and regulatory risk, which may impact on SBG.
      You will be responsible for reporting to their line manager any risk which may impact on the

    Three Lines of Defence Risk Management Model

    • You will be required to deliver your role competently and comply with the relevant
      standards and procedures, ensuring that SBG deliver a service where suitable advice is given
      to the end consumer, which is adequately recorded and ultimately promotes good customer
      outcomes. This can either be through direct influence or in a support services capacity.

    The Consumer Duty Principle

    • You will be required to highlight to your line manager procedures and processes that may
      impact on SBG’s ability to deliver good outcomes for retail customers and/or may lead to
      foreseeable harm. Where possible and relevant to your department, put forward
      suggestions that could positively impact the outcomes achieved by retail customers.

    Information Security

    • You will need to be aware of all information security principles, policies and procedures and
      ensure these are followed on a day-to-day basis. You will be required to remain vigilant at
      all times and report any security concerns, suspicions and/or breaches in a timely manner.

    SBG’s 6 Star Service Delivery

    • You will need to demonstrate an understanding of what 6-star service delivery means in
      your role. This will be evidenced through your day-to-day behaviours and performance
      measured against your team’s 6-star service objectives.
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    Full time
    Up to £50,000 per annum (dependent on experience), plus bonus and benefits.
    Home based
    Closing Date: TBC

    Essential Skills Required

    Good communication and interpersonal skills with the ability to build strong working relationships.
    Ability to deliver coaching and training to individuals and groups; to develop the skills of advisers; to support advisers in achieving and maintaining competent status.
    Ability to negotiate and influence principals and advisers within member firms.
    Ability to plan, manage and maximise use of own time and effectiveness.
    Willingness to work in a team as well as on own initiative.
    Ability to maintain and exceed very high standards of performance and activity.
    Ability to problem solve.
    Self motivated
    Pro active “can do” attitude
    Professional in manner and approach.
    Enthusiastic, confident and assertive.
    Flexible and adaptable.

    Critical Knowledge Required

    Detailed knowledge of the Compliance and T&C Rules.
    Knowledge of propositions, service standards and pricing structure.
    Up to date industry knowledge through CPD and other activity.
    Good working knowledge of FCA rules.
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