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
- 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
- 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
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