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- Tasks: Enhance training and competency for new advisers in a remote setting.
- Company: Independent financial planning firm in the UK with a focus on quality.
- Benefits: Salary up to £60,000, bonuses, and flexible remote work.
- Why this job: Make a real impact in financial planning while enjoying work-life balance.
- Qualifications: Experience as a paraplanner, compliance professional, or T&C specialist.
- Other info: Opportunity for personal development and career growth in a supportive environment.
The predicted salary is between 36000 - 60000 £ per year.
An independent financial planning firm in the UK seeks a T&C Officer to enhance its Training & Competency function. This remote position requires an experienced paraplanner, compliance professional, or T&C specialist to support new advisers, conduct training, and maintain quality standards.
The role offers a salary of up to £60,000, along with good bonuses and benefits, and the flexibility to work remotely while managing workload independently. If you are passionate about quality and development in financial planning, we want to hear from you.
Remote T&C Officer: Financial Planning & Training Leader employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Remote T&C Officer: Financial Planning & Training Leader
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning industry and let them know you're on the lookout for opportunities. Sometimes, a friendly chat can lead to job openings that aren't even advertised.
✨Tip Number 2
Prepare for virtual interviews by setting up a professional backdrop and testing your tech beforehand. We want you to shine, so make sure your camera and microphone are working perfectly to avoid any hiccups during the interview.
✨Tip Number 3
Showcase your passion for training and competency! During interviews, share specific examples of how you've supported new advisers or improved quality standards in your previous roles. This will help us see your fit for the T&C Officer position.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect with us directly.
We think you need these skills to ace Remote T&C Officer: Financial Planning & Training Leader
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that are relevant to the T&C Officer role. Highlight your background in financial planning, compliance, or training to show us you’re the right fit!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about quality and development in financial planning. Let us know how your experience aligns with our needs.
Showcase Your Training Experience: Since this role involves conducting training, be sure to include any relevant experience you have in this area. We want to see how you’ve helped others grow and maintain quality standards in the past.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at mbf
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning and the specific competencies required for the role. Familiarise yourself with the latest regulations and best practices in the industry, as this will show your commitment to quality and development.
✨Showcase Your Experience
Prepare to discuss your background as a paraplanner or compliance professional. Have specific examples ready that highlight your training and competency achievements, especially those that demonstrate how you've supported new advisers or improved quality standards.
✨Ask Insightful Questions
Interviews are a two-way street! Prepare thoughtful questions about the firm's approach to training and competency. This not only shows your interest but also helps you gauge if the company aligns with your values and career goals.
✨Demonstrate Remote Work Skills
Since this is a remote position, be ready to discuss how you manage your workload independently. Share examples of how you've successfully worked remotely in the past, focusing on your time management and communication skills.
