T&C Manager

Job Title: T&C Manager

Industry: Financial Planning

Location: Remote

Salary: £60,000

Job Reference: 10409

Job Description:

Are you a remote T&C Manager working in the Financial Planning industry and looking for a new challenge?

We have an exciting opportunity for a T&C Manager to join a financial planning firm, who specialise in offering expert advice to clients across the UK. You will be supporting trainee IFA’s to reach CAS and will play a pivotal role in their adviser journey throughout their career. You won’t be doing it along as there is already an established team of T&C Manager and supervisors, who you will work closely alongside.

Duties:

• Ensure the Financial Planners under your umbrella are supervised under the T&C scheme
• Deliver new entrant training and further training where required
• Work closely with the T&C team
• Assessment using KPI’s to identify developmental areas, agree CPD, deliver training etc

Benefits:

• Competitive salary of up to £60,000
• Discretionary bonus
• Remote role, with occasional travel
• 25 days annual leave, +/- 5 days
• Christmas closure
• 8% pension scheme
• Private medical insurance
• Flexi benefits scheme
• Continued professional development
• Annual salary reviews
• Exam funding and support

Skills and experience required:

• Experience working in a T&C role within financial planning
• Level 4 Diploma minimum, ideally also got AF6 and/or J07
• Solid understanding of FCA regulations and UK market
• Experience providing effective coaching and training