?Coaching and supervising financial advisers across a rapidly expanding national firm defines this permanent T&C Manager role with remote flexibility, regular UK travel, early Friday finishes, and dedicated development through an in-house academy.
Please make an application promptly if you are a good match for this role due to high levels of interest.
Where you fit in
This T&C Manager role exists to drive regulatory standards, mentoring, and professional competence across a growing population of holistic financial planners. Providing essential first-line supervisory management for roughly 20 advisers ranging from pre-CAS inductees to seasoned practitioners joined via ongoing acquisitions you ensure supervisory oversight, embed Consumer Duty principles, and elevate advice quality across the firm.
Your day to day
- Supervise circa 20 advisers in line with the firm's formal Training and Competence scheme.
- Conduct observed client meetings through live observation, recorded sessions, and structured roleplays.
- Deliver tailored one-to-one coaching and group training to upskill newly acquired and existing planners.
- Analyse performance MI and client files to identify emerging risks and targeted development needs.
- Support adviser induction, onboarding, CAS sign-off, and ongoing SM&CR compliance adherence.
- Travel regularly across the UK to visit regional offices and support integration initiatives. T&C Manager
Requirements
- Level 4 Diploma in Regulated Financial Planning or equivalent (essential).
- Proven supervisory experience within a T&C role in the financial advice sector (essential).
- In-depth working knowledge of FCA regulations, T&C schemes, SM&CR, and Consumer Duty (essential).
- Willingness and ability to undertake regular UK travel to support regional teams (essential).
- Background providing first-line people management or coaching to financial advisers (desirable). The culture explained You will join an established, acquisition-led national wealth management business. The firm combines a collaborative, supportive ethos with high commercial standards, investing heavily in modern technology and comprehensive staff development to maintain advice quality across all regional hubs. T&C Manager
Benefits
- Salary between £70,000 and £80,000, depending on experience.
- Remote working contract with regular UK travel to regional offices.
- 28 days annual leave plus bank holidays and your birthday off.
- 5% employer-matched pension contribution.
- 4x salary death-in-service cover and up to 5 years income protection.
- Healthcare cash plan including 24/7 GP access, mental health support, and retail discounts.
- Structured learning and career development support via an internal corporate academy. What happens next Your application comes directly to Premier Jobs UK, not straight to the employer. Our team reviews every submission and replies to every candidate, so you will never be left waiting. Where your background aligns, we schedule an introductory call to discuss your aspirations in detail. We value your confidentiality and never share your details without your express agreement. Apply today for this remote T&C Manager role in the North region. Liability and disclaimer Premier Jobs UK Limited is acting as an employment agency for this permanent vacancy. xgikmsk Salary, benefits and on-target earnings are supplied by our client, may change, and form no part of any offer or contract. We give no warranty as to accuracy and accept no liability for reliance on this advert, except where liability cannot lawfully be excluded
T&C Manager in Sunderland employer: Premier Jobs UK Limited
Join a forward-thinking national financial planning firm that champions a fully remote work culture, allowing you to balance your professional and personal life seamlessly. With a focus on employee growth, you'll have access to ongoing training and development opportunities while collaborating with high-performing Financial Planners on complex client cases. Experience a supportive environment that values innovation and excellence, making it an ideal place for those seeking meaningful and rewarding employment.
