Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Oversee training and coaching for Junior Advisors in Wealth Management.
- Company: Join a well-established Wealth Management firm with a strong reputation.
- Benefits: Enjoy a 12-month fixed-term contract with potential for growth.
- Why this job: Make a real impact by developing future financial advisors and enhancing their skills.
- Qualifications: Experience in T&C management and a background in financial services is essential.
- Other info: Collaborate closely with the Front Office team for hands-on training.
The predicted salary is between 36000 - 60000 £ per year.
The Client
An established Wealth Management business with running financial planning and discretionary investment portfolios.
The Role
This is a great opportunity for an experienced T&C Manager working closely with the Front Office, ensuring that Front Office Wealth Management is also developing 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
Network with professionals in the wealth management sector. Attend industry events or webinars where you can meet T&C Managers and other key players. This can help you gain insights into the role and potentially get referrals.
✨Tip Number 2
Familiarise yourself with the latest regulatory changes affecting financial advice and wealth management. Being knowledgeable about current regulations will demonstrate your commitment to compliance and your ability to provide effective oversight.
✨Tip Number 3
Showcase your coaching skills by preparing examples of how you've developed junior advisors in previous roles. Highlight specific instances where your guidance led to measurable improvements in performance or client satisfaction.
✨Tip Number 4
Research the company’s values and culture. Tailor your approach to align with their mission, especially regarding the development of junior advisors and regulatory oversight. This will help you stand out as a candidate who fits well within their team.
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: Familiarise yourself with the responsibilities of a T&C Manager in Wealth Management. Highlight your experience in developing Junior Advisors and providing regulatory oversight in your application.
Tailor Your CV: Make sure your CV reflects relevant experience in financial advice, coaching, and business management. Use specific examples that demonstrate your skills in these areas to make your application stand out.
Craft a Compelling Cover Letter: Write a cover letter that connects your background to the job description. Emphasise your ability to work closely with the Front Office and your approach to soft skills coaching, showcasing how you can add value to the team.
Proofread Your Application: Before submitting, carefully proofread your application for any errors or typos. A polished application reflects your attention to detail, which is crucial in the financial sector.
How to prepare for a job interview at JJ Search Ltd
✨Know Your Regulatory Stuff
Make sure you brush up on the latest regulations and compliance standards relevant to wealth management. Being able to discuss these confidently will show that you're not just familiar with the role but also committed to maintaining high standards.
✨Showcase Your Coaching Skills
Prepare examples of how you've successfully coached or developed junior advisors in the past. Highlighting your ability to mentor others will demonstrate your leadership qualities, which are crucial for this role.
✨Understand the Business
Research the company’s financial planning and discretionary investment portfolios. Understanding their business model will allow you to tailor your responses and show genuine interest in how you can contribute to their success.
✨Prepare for Behavioural Questions
Expect questions that assess your soft skills and how you handle various situations. Use the STAR method (Situation, Task, Action, Result) to structure your answers, ensuring you provide clear and concise examples from your previous experience.
