T&C Officer
other jobs mbf.
Added before 3 Days
- England,London,City of London
- Full Time, Permanent
- £55,000 - £60,000 per annum
Job Description:
An established and growing independent financial planning firm is looking to appoint a T&C Officer to support and develop its Training & Competency function. The business currently supports over 40 Financial Planners and is continuing to grow through further acquisitions planned for 2026.
This is a remote position, with occasional travel to offices across the UK (typically once every 4–6 weeks).
The Role
You will work closely with the existing T&C Manager, helping to build out and strengthen the firm’s T&C framework. The role will be adviser-facing and focused on maintaining high standards of advice quality across the business.
Key responsibilities will include:
*Supporting new advisers and those working towards CAS
*Delivering training and development support to advisers at different stages of their careers
*Conducting file checks and quality reviews in line with regulatory and internal standards
*Carrying out virtual observations, sitting in on adviser/client video meetings and providing feedback
*Supporting advisers during acquisitions, including training on taking over existing client books
*Contributing to the ongoing development and improvement of T&C processes
Candidate Profile
*Background within financial planning (paraplanning or compliance/T&C experience preferred)
*Strong technical knowledge and understanding of FCA-regulated advice
*Comfortable in an adviser-facing role, delivering feedback, training and guidance
*Able to work remotely while managing workload independently
*Open to learning and development in areas where further training may be required
*Ideally DipPFS/Level 4 qualified
Package & Benefits
*Salary up to £60,000, depending on experience
*Good bonus and benefits
*Fully remote role with paid UK-wide travel
Opportunity to play a key role in a growing and evolving financial planning business.
This is an excellent opportunity for an experienced paraplanner, compliance professional, or T&C specialist who is looking to take on a broader, more influential role within a growing financial planning business. If you enjoy working closely with advisers, value quality and development, and want to make a tangible impact as the business continues to scale, we’d love to hear from you.
This is a remote position, with occasional travel to offices across the UK (typically once every 4–6 weeks).
The Role
You will work closely with the existing T&C Manager, helping to build out and strengthen the firm’s T&C framework. The role will be adviser-facing and focused on maintaining high standards of advice quality across the business.
Key responsibilities will include:
*Supporting new advisers and those working towards CAS
*Delivering training and development support to advisers at different stages of their careers
*Conducting file checks and quality reviews in line with regulatory and internal standards
*Carrying out virtual observations, sitting in on adviser/client video meetings and providing feedback
*Supporting advisers during acquisitions, including training on taking over existing client books
*Contributing to the ongoing development and improvement of T&C processes
Candidate Profile
*Background within financial planning (paraplanning or compliance/T&C experience preferred)
*Strong technical knowledge and understanding of FCA-regulated advice
*Comfortable in an adviser-facing role, delivering feedback, training and guidance
*Able to work remotely while managing workload independently
*Open to learning and development in areas where further training may be required
*Ideally DipPFS/Level 4 qualified
Package & Benefits
*Salary up to £60,000, depending on experience
*Good bonus and benefits
*Fully remote role with paid UK-wide travel
Opportunity to play a key role in a growing and evolving financial planning business.
This is an excellent opportunity for an experienced paraplanner, compliance professional, or T&C specialist who is looking to take on a broader, more influential role within a growing financial planning business. If you enjoy working closely with advisers, value quality and development, and want to make a tangible impact as the business continues to scale, we’d love to hear from you.
Job number 3363641
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Company Details:
mbf.
mbf. was originally established as an agency which wanted to differentiate itself from the norm. In 2012 our business was set up with the primary focu...