At a Glance
- Tasks: Coordinate activities and support governance in a dynamic wealth management team.
- Company: Established wealth management firm with a focus on training and development.
- Benefits: Competitive salary, annual bonus, 25 days holiday, and growth opportunities.
- Other info: Direct exposure to senior leaders and a chance to shape your future.
- Why this job: Be the heartbeat of a team and develop your career in technical governance.
- Qualifications: Strong admin skills and experience in financial planning or wealth management.
The predicted salary is between 42400 - 50000 £ per year.
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 discretionary annual bonus.
- 25 days’ holiday, increasing with service.
- 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 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
StudySmarter Expert Advice🤫
We think this is how you could land Technical Governance and Training Executive
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like BWD Search & Selection. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from BWD Search & Selection.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like BWD Search & Selection. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Technical Governance and Training Executive
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in BWD Search & Selection and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show BWD Search & Selection how you can be a team player!
How to prepare for a job interview at BWD Search & Selection
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with BWD Search & Selection.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with BWD Search & Selection's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
