Technical Governance & Training Executive
This is an opportunity to become the organisational heartbeat of an established wealth management T&C function.
Working closely with the Head of T&C, you will connect the different areas of the team, keep multiple workstreams moving and provide the structure that allows experienced technical professionals to focus on their core responsibilities.
It is not a traditional file-checking or supervisory position. It is a broad coordination role for someone who combines excellent administration with a good understanding of financial planning - great for someone who want to develop into a more technical T&C career or someone who wants to develop their skillset and transition into another role
You will do:
- Coordinate activity across the Head of T&C, supervisors and file checkers.
- Support MI production, reporting and the maintenance of accurate records.
- Organise meetings, diaries, actions and competing workstreams.
- Maintain policies, procedures, advice standards and technical collateral.
- Support supplier administration and wider team projects.
- Act as a central point of coordination, helping communication flow across the function.
- Monitor processes and identify opportunities to improve how the team operates.
- Provide broad governance support without carrying responsibility for file reviews.
You’ll bring:
- Strong administration, organisation and attention to detail.
- Experience within financial planning, wealth management, paraplanning or T&C.
- The ability to juggle several priorities and keep others on track.
- Enough technical knowledge to understand the work of an advice-led T&C function.
- A proactive, process-driven approach and confidence working with senior stakeholders.
- Ideally, a Level 4 financial-planning qualification, although strong relevant experience will also be considered.
- An interest in developing towards file checking, supervision or technical management would be advantageous.
You’ll get:
- A salary of £42,400–£50,000.
- A discretionary annual bonus.
- 25 days’ holiday, increasing with service.
- 4xDIS.
- Fantastic growth and development opportunities
- Direct exposure to an experienced Head of T&C and the wider governance function.
- A genuine opportunity to build a longer-term career in technical governance and T&C.
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Technical Governance and Training Executive in London employer: BWD Search & Selection
BWD is an exceptional employer for Pensions Governance Consultants, offering a hybrid working model that promotes work-life balance while allowing you to thrive in a rapidly growing sector. With competitive salaries and a strong focus on employee development, you will have ample opportunities to enhance your skills and advance your career within a supportive and dynamic work culture. Join us to be part of a team that values innovation and professional growth in the pensions governance landscape across the UK.
Contact Details:
BWD Search & Selection Recruitment Team
