Full job descriptionJob 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