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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 a 12-month fixed-term contract with opportunities for professional development.
- Why this job: Make a real impact by shaping the next generation of financial advisors in a supportive environment.
- Qualifications: Experience in T&C management and a solid understanding of financial regulations required.
- Other info: This role offers a chance to work closely with the Front Office team.
The predicted salary is between 42000 - 84000 £ 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 with them can provide insights into the expectations of the position and may even lead to referrals.
✨Tip Number 3
Prepare to discuss your experience in coaching and developing junior advisors. Be ready with specific examples that showcase your ability to enhance team performance and regulatory compliance.
✨Tip Number 4
Stay updated on industry trends and challenges in wealth management. Being knowledgeable about current issues will allow you to engage in meaningful conversations during interviews and show your proactive approach.
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 carefully to understand the responsibilities of a T&C Manager in Wealth Management. Highlight key skills and experiences that align with the role.
Tailor Your CV: Customise your CV to reflect your experience in training and competency management, particularly in financial advice. Emphasise any relevant achievements in coaching Junior Advisors or providing regulatory oversight.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for wealth management and your ability to develop talent within the Front Office. Use specific examples from your past roles to demonstrate your expertise.
Proofread Your Application: Before submitting, thoroughly proofread your application materials. Check for spelling and grammatical errors, and ensure that your documents are professionally formatted and easy to read.
How to prepare for a job interview at JJ Search Ltd
✨Understand the Wealth Management Landscape
Familiarise yourself with the current trends and regulations in wealth management. Being able to discuss recent developments or changes in financial planning will show your expertise and commitment to the field.
✨Highlight Your Coaching Experience
Since the role involves developing Junior Advisors, be prepared to share specific examples of how you've successfully coached or mentored others in the past. This will demonstrate your ability to lead and nurture talent.
✨Prepare for Regulatory Questions
Expect questions related to regulatory oversight and compliance. Brush up on relevant regulations and be ready to discuss how you have ensured compliance in previous roles, as this is crucial for the T&C Manager position.
✨Showcase Your Soft Skills
Soft skills are key in this role, so be ready to discuss how you've effectively communicated and built relationships within a team. Use examples that highlight your interpersonal skills and ability to influence others positively.
