T&C Manager (IFA) – Remote

T&C Manager (IFA) – Remote – up to £65,000

My client are looking for a Training and Competence Manager to join their growing Compliance Function. This person will be responsible for providing oversight and structure to the training and competence of financial planners within the group. 

The ideal candidate will work remotely. 

Key Accountabilities Include

• Processes – Managing relevant T&C processes for supervisors and attaining competence process for all certified staff, providing training and guidance where necessary.
• Induction – Managing and conducting the induction programme for new advisors, including the sign off process.
• Training – Manage the training and development requirements throughout Pareto and consult with technical services manager to arrange relevant training/CPD sessions, delivering them where appropriate.

Experience / Qualifications

• Experience in a similar (T&C) role gained with the financial services industry, preferably in the Financial Advisor Sector.
• Coaching and engagement experience.
• Level 4 diploma qualified.
• CEMAP qualified or relevant mortgage qualification.

Benefits:

• 28 days holiday, plus bank holidays
• Flexible hybrid working
• Early Finish Friday’s
• Birthday day off
• Income protection for up to 5 years
• Online discounts and cashback plus 24-hour access to a GP
• 4x salary death in service
• 5% matched pension contributions
• Competitive bonus scheme

What’s next?

Apply today to be considered for this T&C Manager opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. 

Compliance, training and competency, T&C, manager