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- Tasks: Support and develop the Training & Competency function for financial advisers.
- Company: Established independent financial planning firm with growth plans.
- Benefits: Salary up to £60,000, remote work, travel opportunities, and bonuses.
- Why this job: Make a real impact in a growing business while working remotely.
- Qualifications: Experience in financial planning or compliance, strong technical knowledge.
- Other info: Opportunity for career growth and development in a dynamic environment.
The predicted salary is between 36000 - 60000 £ per year.
An established and growing independent financial planning firm is looking to appoint a T&C Officer to support and develop its Training & Competency function. The business currently supports over 40 Financial Planners and is continuing to grow through further acquisitions planned for 2026.
This is a remote position, with occasional travel to offices across the UK (typically once every 4–6 weeks).
You will work closely with the existing T&C Manager, helping to build out and strengthen the firm’s T&C framework. The role will be adviser-facing and focused on maintaining high standards of advice quality across the business.
Key responsibilities will include:
- Supporting new advisers and those working towards CAS
- Delivering training and development support to advisers at different stages of their careers
- Conducting file checks and quality reviews in line with regulatory and internal standards
- Carrying out virtual observations, sitting in on adviser/client video meetings and providing feedback
- Supporting advisers during acquisitions, including training on taking over existing client books
- Contributing to the ongoing development and improvement of T&C processes
Candidate profile:
- Background within financial planning (paraplanning or compliance/T&C experience preferred)
- Strong technical knowledge and understanding of FCA-regulated advice
- Comfortable in an adviser-facing role, delivering feedback, training and guidance
- Able to work remotely while managing workload independently
- Open to learning and development in areas where further training may be required
Salary up to £60,000, depending on experience. Good bonus and benefits. Fully remote role with paid UK-wide travel. Opportunity to play a key role in a growing and evolving financial planning business.
This is an excellent opportunity for an experienced paraplanner, compliance professional, or T&C specialist who is looking to take on a broader, more influential role within a growing financial planning business. If you enjoy working closely with advisers, value quality and development, and want to make a tangible impact as the business continues to scale, we’d love to hear from you.
T&C Officer – Financial Planning (Remote, UK) employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land T&C Officer – Financial Planning (Remote, UK)
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning sector and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for virtual interviews by practising common questions and scenarios related to T&C roles. Make sure you can articulate your experience with FCA regulations and how you've supported advisers in the past.
✨Tip Number 3
Showcase your passion for training and development! During interviews, share specific examples of how you've helped advisers improve their skills or how you've contributed to T&C processes in previous roles.
✨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 are proactive about their job search.
We think you need these skills to ace T&C Officer – Financial Planning (Remote, UK)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the T&C Officer role. Highlight your experience in financial planning, compliance, or T&C, and don’t forget to showcase any relevant training or development work you've done.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about supporting advisers and maintaining high standards of advice quality. Be sure to mention how your background aligns with our needs.
Showcase Your Technical Knowledge: Since this role requires strong technical knowledge of FCA-regulated advice, make sure to include specific examples of your expertise. This will help us see how you can contribute to our T&C framework.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and keep track of all the amazing candidates like you!
How to prepare for a job interview at mbf
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around FCA regulations. Being able to discuss technical aspects confidently will show that you're not just familiar with the role but also passionate about it.
✨Showcase Your Training Skills
Since the role involves delivering training and support, prepare examples of how you've successfully trained or mentored others in the past. Highlight any specific methods or tools you used to enhance learning.
✨Be Ready for Role-Play
Expect to demonstrate your adviser-facing skills during the interview. Practise how you would provide feedback or conduct a virtual observation. This will help you feel more comfortable and showcase your ability to engage with advisers effectively.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's T&C framework and future plans. This shows your genuine interest in the role and helps you understand how you can contribute to their growth.
