At a Glance
- Tasks: Support recruitment and training processes while ensuring compliance with regulations.
- Company: Join AFH Wealth Management, a leading independent financial advisory firm.
- Benefits: Enjoy flexible working, competitive salary, and health perks.
- Other info: Be part of a vibrant team with exciting social events and professional development.
- Why this job: Make a real impact in a dynamic environment with growth opportunities.
- Qualifications: Understanding of regulatory processes and strong communication skills.
The predicted salary is between 30000 - 40000 £ per year.
Location: Bromsgrove, Worcestershire, United Kingdom
Salary: Competitive Salary and Benefits
AFH Wealth Management is proud to be one of the UK’s leading independent financial advisory and wealth management firms. We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you’ll find a variety of exciting career opportunities at AFH. This is a full‑time, permanent opportunity, with hybrid working, and a competitive salary and range of benefits.
Key Responsibilities as our T&C Administrator will include:
- Assisting with the IFA recruitment process, ensuring that all regulatory and internal requirements are satisfactorily adhered to in a timely manner
- Assisting where necessary with the communications to recruitment candidates and Business Development on a regular basis
- Ensuring that all necessary records are updated to reflect current recruitment status
- Producing Management Information, where necessary, that is relevant to the duties undertaken
- Collating regulated induction packs for staff and advisers and updating the relevant records
- Supporting the co‑ordination of the training system and assessment construction, including collation of results and exam MI
- Working closely with the firm’s Training Manager to ensure that regulated training requirements for staff are met
- Assisting with administering annual and on‑going fit & proper checks for IFAs and other regulated staff: Personal Account Dealing, Gifts & Inducements, Credit checks, Assets & Liabilities updates
- Assisting in the development of all Training & Competence regulatory templating and in the research of Personal Account Dealing queries
- Ensuring that T&C records fully reflect the work conducted and are thorough and legible in nature
- Conducting necessary due diligence on all 3rd party provider & introducer terms of business and submit for authorisation
- Conducting RI contracts and introducer agreements once full due diligence has been completed and checked and to manage the process of the contract being put into force
What we are looking for in our ideal T&C Administrator:
- Good understanding of regulatory recruitment process and of FCA T&C requirements
- Communicating effectively, ensuring that SLAs are adhered to
- Delivery of accurate information to relevant parties.
Benefits of working for AFH Wealth Management:
- Flexible working & holidays - Enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options and your birthday off. Plus, additional holiday days for long service
- Social perks - To recognise and celebrate employees’ great work we are all invited to our annual Christmas and Summer parties
- Pension - We offer a contributory pension scheme with Royal London as well as death-in-service benefit
- Bonus scheme - All AFH employees are offered a competitive salary and a discretionary annual bonus, following completion of a year’s service
- Health and wellbeing - The MediCash app puts your health in the palm of your hands. Claim cashback on a wide selection of health and wellbeing initiatives, including discounted health club memberships and free healthcare benefits
- Professional development - We are committed to helping you reach your potential by offering tailored learning and development programmes to pursue your career goals.
T&C Administrator in Bromsgrove employer: AFH Financial Group.
AFH Wealth Management is an exceptional employer located in Bromsgrove, Worcestershire, offering a dynamic work environment that prioritises employee growth and well-being. With flexible working arrangements, competitive benefits, and a strong commitment to professional development, we empower our team members to thrive while enjoying a supportive culture that celebrates achievements through social events and recognition initiatives.
StudySmarter Expert Advice🤫
We think this is how you could land T&C Administrator in Bromsgrove
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and role thoroughly. Understand AFH Wealth Management's values and how your skills align with their needs. This will help you stand out as a candidate who truly gets what they’re about.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family to build confidence. Focus on articulating your experience and how it relates to the T&C Administrator role – this will help you shine during the real deal.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take that extra step to engage with us directly.
We think you need these skills to ace T&C Administrator in Bromsgrove
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the T&C Administrator role. Highlight your understanding of regulatory processes and any relevant experience you have. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how your skills align with what we're looking for. Keep it concise but impactful, and let your personality show!
Showcase Your Communication Skills:As a T&C Administrator, effective communication is key. In your application, demonstrate your ability to convey information clearly and accurately. We love candidates who can communicate well with both colleagues and clients!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, you’ll find all the details you need about the role and our company!
How to prepare for a job interview at AFH Financial Group.
✨Know Your Regulations
Make sure you brush up on the regulatory recruitment process and FCA T&C requirements before your interview. Being able to discuss these topics confidently will show that you're serious about the role and understand the industry's standards.
✨Communicate Clearly
Effective communication is key in this role, so practice articulating your thoughts clearly. Prepare examples of how you've communicated with candidates or teams in the past, especially in high-pressure situations, to demonstrate your skills.
✨Show Your Organisational Skills
As a T&C Administrator, you'll need to manage various records and processes. Bring examples of how you've successfully organised information or managed multiple tasks simultaneously in previous roles to highlight your organisational abilities.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's training systems and how they measure success in the T&C department. This not only shows your interest in the role but also helps you gauge if the company aligns with your career goals.
