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- Tasks: Lead training and coaching for Junior Advisors while ensuring regulatory compliance.
- Company: Join a well-established Wealth Management firm with a strong reputation in financial planning.
- Benefits: Enjoy competitive pay, professional development opportunities, and a supportive work environment.
- Why this job: Make a real impact by shaping the next generation of financial advisors in a dynamic setting.
- Qualifications: Experience in T&C management and a solid understanding of financial regulations required.
- Other info: This is a 12-month fixed-term contract with potential for future opportunities.
The predicted salary is between 43200 - 72000 £ per year.
An established Wealth Management business with running financial planning and discretionary investment portfolios.
This is a great opportunity for an experienced T&C Manager working closely with the Front Office ensuring that Front Office Wealth Management also develops Junior Advisors. The T&C Manager will also offer regulatory oversight, soft skills coaching, and business management.
T & C Manager , Financial Advice , CPD/SPS , 12M FTC employer: JJ Search Ltd
Contact Detail:
JJ Search Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land T & C Manager , Financial Advice , CPD/SPS , 12M FTC
✨Tip Number 1
Familiarise yourself with the latest regulations and compliance standards in wealth management. This knowledge will not only help you in interviews but also demonstrate your commitment to the role.
✨Tip Number 2
Network with professionals in the financial advice sector, especially those who have experience in T&C roles. Engaging in conversations can provide insights into the company culture and expectations.
✨Tip Number 3
Prepare to discuss your experience in developing junior advisors and providing coaching. Be ready with specific examples that showcase your ability to mentor and enhance team performance.
✨Tip Number 4
Research the company’s approach to client management and investment strategies. Understanding their business model will allow you to tailor your discussions and show how you can contribute to their success.
We think you need these skills to ace T & C Manager , Financial Advice , CPD/SPS , 12M FTC
Some tips for your application 🫡
Understand the Role: Read the job description thoroughly to grasp the responsibilities of a T&C Manager in Wealth Management. Highlight your relevant experience in regulatory oversight and coaching, as these are key aspects of the role.
Tailor Your CV: Customise your CV to reflect your experience in financial advice and team management. Use specific examples that demonstrate your ability to develop junior advisors and provide effective coaching.
Craft a Compelling Cover Letter: Write a cover letter that connects your skills and experiences directly to the requirements of the T&C Manager position. Emphasise your understanding of the wealth management sector and your approach to regulatory compliance.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in a compliance-focused role.
How to prepare for a job interview at JJ Search Ltd
✨Understand the Role
Make sure you have a clear understanding of the T&C Manager role and its responsibilities. Familiarise yourself with the specific duties related to regulatory oversight and coaching Junior Advisors, as this will show your genuine interest in the position.
✨Showcase Your Experience
Prepare to discuss your previous experience in wealth management and how it relates to the role. Highlight any relevant achievements or projects that demonstrate your ability to manage teams and develop talent effectively.
✨Demonstrate Soft Skills
Since the role involves coaching and developing others, be ready to provide examples of how you've successfully used soft skills in past roles. This could include conflict resolution, communication, and mentoring Junior Advisors.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's culture, team dynamics, and expectations for the T&C Manager role. This not only shows your enthusiasm but also helps you assess if the company is the right fit for you.
