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- Tasks: Lead training and ensure compliance for financial advisers and consultants.
- Company: Join a top independent financial advice firm with a strong reputation.
- Benefits: Enjoy private medical insurance, up to 28 days leave, and funded training.
- Why this job: Make a real impact on professional development in a supportive environment.
- Qualifications: Experience in training and competence management is essential.
- Other info: Flexible holiday options and a generous pension contribution await you!
The predicted salary is between 43200 - 72000 £ per year.
I'm currently looking for a T&C Manager for a leading independent financial advice firm to take ownership of the business's training & competence function and support the ongoing development of our Financial Planners, Mortgage Advisers, Employee Benefit Consultants and Appointed Representatives across the group.
Responsibilities
- Lead and deliver training in line with FCA regs
- Monitor Adviser competency under our T&C scheme
- Ensure full compliance with internal policies and regulatory standards
- Play a key role in upholding best practice across the business
Perks
- Private medical insurance
- Up to 28 days annual leave
- Holiday carry over and option to buy/sell holidays
- DIS x 4
- 5% pension contribution
- Funded training
- Plus much more!
If this role sounds like it could be for you and you would like some more information please send your CV to Samantha.durbridge@idexconsulting.com.
T&C Manager employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land T&C Manager
✨Tip Number 1
Familiarise yourself with the latest FCA regulations and compliance standards relevant to training and competence. This knowledge will not only help you in interviews but also demonstrate your commitment to upholding best practices in the industry.
✨Tip Number 2
Network with professionals in the financial advice sector, especially those who are already in T&C roles. Engaging with them can provide insights into the role and may even lead to referrals or recommendations.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully led training initiatives or improved adviser competency in previous roles. Real-life scenarios can showcase your skills and experience effectively during interviews.
✨Tip Number 4
Stay updated on industry trends and challenges that financial planners and advisers face. Being knowledgeable about these issues will allow you to tailor your approach to training and development, making you a more attractive candidate.
We think you need these skills to ace T&C Manager
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a T&C Manager. Familiarise yourself with FCA regulations and the specific training needs of Financial Planners, Mortgage Advisers, and other roles mentioned.
Tailor Your CV: Highlight relevant experience in training and competence functions. Emphasise your understanding of compliance and regulatory standards, as well as any previous roles where you've led training initiatives.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for training and development. Mention how your skills align with the company's goals and how you can contribute to upholding best practices within the business.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter. Ensure there are no spelling or grammatical errors, and that all information is clear and concise. A polished application reflects your attention to detail.
How to prepare for a job interview at IDEX Consulting
✨Understand FCA Regulations
Make sure you have a solid grasp of the Financial Conduct Authority (FCA) regulations relevant to training and competence. Being able to discuss these regulations confidently will show your potential employer that you are well-prepared for the role.
✨Demonstrate Training Experience
Prepare examples of your previous training experiences, particularly in financial services. Highlight how you've successfully developed training programmes or improved adviser competency in past roles.
✨Showcase Compliance Knowledge
Be ready to discuss how you ensure compliance with internal policies and regulatory standards. Providing specific examples of how you've upheld best practices in previous positions will strengthen your candidacy.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's training and competence function. This not only shows your interest in the role but also demonstrates your proactive approach to understanding how you can contribute to their success.
