Training and Competence Officer (T&C)

About Attivo:

Attivo are Lifestyle Financial Planners.

We’re a privately owned company. We prefer it that way. It means we’re free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely transparent, open and honest – an approach that builds trust with our clients and inspires their financial confidence.

Our experienced, highly qualified financial specialists and expert support teams are committed to delivering more for all our clients. Our independent status and unique approach to understanding our clients, their preferences and their motivation, sets us apart. We will build and provide ongoing support for a bespoke financial plan aimed at fulfilment of our clients’ lifestyle needs.

Whether you’re a private client or a business accessing our corporate services, you can rely on a clear, consistent service from your Financial Planner and from our experienced teams.

Our culture is one of high performance, continuous development, and shared success. We promote from within and invest heavily in the progression of our people, because when our people thrive, so do our clients. We’re proud to have been named one of the Professional Adviser’s Best Financial Advisers to Work For 2025.

About the role:

We are seeking an experienced Training & Competence Officer to join our Financial Planning team. In this role, you will ensure our Financial Planners are competent, confident, and capable of delivering excellent customer outcomes while fully complying with regulatory requirements and Attivo’s internal policies. You will be responsible for supervising, assessing, and coaching Financial Planners, managing training records, and supporting their professional development through our Training & Competence (T&C) Scheme.

About you:

You are organised, detail-oriented, and passionate about developing talent in financial services. You have proven experience in training, competence, or supervision within a regulated environment, and are confident in delivering coaching and training both one-to-one and in groups. You are skilled at building rapport with colleagues and influencing stakeholders, and you are committed to high standards of conduct and customer outcomes.

The successful candidate will need to be office based 2 or 3 days per week, with the option to work remotely the remaining day. We value work-life balance and offer flexible working alongside our hybrid approach.

Key responsibilities include:

• Conduct mandatory observations, including live and recorded meeting reviews, in line with the T&C Scheme.
• Complete periodic competency assessments and validate Financial Planner competency via Competent Adviser Sign-Off forms.
• Prepare, deliver, and review Personal Development Plans (PDPs), maintaining accurate records on HR / T&C systems.
• Conduct Training Needs Analysis (TNA) to identify individual and team development requirements.
• Review CPD records quarterly and highlight any gaps or shortfalls.
• Review and assess Fit & Proper declarations, escalating issues as required.
• Produce quarterly KPI dashboards for senior stakeholders.
• Support the delivery of knowledge, skills, and capability training sessions, both in-person and remotely.
• Provide coaching to support skills development and regulatory compliance.
• Liaise with internal stakeholders to ensure smooth delivery of the T&C Programme.
• Ensure timely completion of onboarding T&C activities for new Financial Planners, including competency sign-off and licensing.

Essential skills and experience:

• Minimum Level 4 qualification in Regulated Financial Planning.
• Proven experience in financial services training, competence, or supervision roles.
• Strong organisational skills with excellent attention to detail.
• Ability to analyse information and make evidence-based decisions.
• Confident coaching and training skills, delivered one-to-one, in groups, and remotely.
• Skilled in building rapport and influencing a variety of stakeholders.
• Committed to high standards of conduct and achieving excellent customer outcomes.

Desirable skills and experience:

• Level 3 training and/or supervisory qualification (e.g., AF6, J07).
• Experience using Intelliflo or similar CRM systems.
• Knowledge of retail mortgages.
• Experience supervising pension transfer specialists.

Salary and benefits:

• Up to £55,000, negotiable depending on experience and qualification
• Non-contributory Pension Scheme (8%)
• Private Medical Insurance
• Cashplan
• Income Protection
• Critical Illness cover
• Death in Service
• Parking allowance
• Generous holiday allowance, rising with length of service

Recruitment Policy

Attivo is committed to being an Equal Opportunities employer. If you require reasonable adjustments at any stage of the recruitment process, please let us know and we will endeavour to make the process as accessible and as fair as possible.

Please be aware that any offer of employment will be subject to satisfactory completion of pre-employment vetting as outlined by the Financial Conduct Authority (FCA) . This may include, but is not limited to, adverse financial history, criminal records, UK directorship and disqualifications check.

Attivo do not use recruitment agencies, and we respectfully ask that agencies do not contact us in regard to posts advertised on this site.

Privacy Policy

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