At a Glance
- Tasks: Support the T&C team with admin tasks and data management in a dynamic environment.
- Company: Join Titan Group, a leading player in wealth management with a collaborative culture.
- Benefits: Enjoy competitive salary, hybrid working, and generous annual leave plus additional perks.
- Other info: Flexible benefits and a commitment to diversity and inclusion.
- Why this job: Kickstart your career in Wealth Management with hands-on experience and professional growth.
- Qualifications: Experience in Financial Services and knowledge of FCA rules preferred.
The predicted salary is between 27000 - 33000 £ per year.
Looking to build a career in Wealth Management Compliance or T&C? This is a fantastic opportunity to get your foot in the door with one of the UK's fastest-growing wealth management platforms.
We're looking for a proactive and detail-oriented T&C Administrator to join our team on a 12-month fixed-term contract covering maternity leave. Working closely with experienced professionals, you'll gain valuable exposure to Training & Competence, regulatory processes and adviser oversight, making this an ideal role for someone looking to develop a long-term career in T&C, Compliance or Financial Services.
The role is primarily remote, with occasional travel required for team meetings and visits to a Titan Wealth office. Candidates based in the North East are preferred.
This is an excellent opportunity to develop your skills, broaden your industry knowledge and gain hands-on experience within a supportive and growing team.
Purpose of role
Responsibilities
- Work closely with TWP T&C and Compliance teams to deliver administrative support to the Senior T&C Manager and the wider T&C Team.
- Ongoing data management of the Access Evo system, ensuring that starters and leavers are kept up to date in line with HR notifications.
- Ensure that all new colleagues added to the system are sent the Assess Evo How to Video within the first 2 weeks of joining.
- Be the go-to point of contact for all staff in relation to the Assess Evo system. Sending out various communications when required.
- Help maintain and extract MI from the T&C adviser pathways due to be built within the Assess Evo system; complaints, breaches, file checks and observations.
- Support adviser general KPI MI data gathering.
- Assist the T&C Managers by chasing and storing adviser SPS renewal records.
- Updating of relevant T&C spreadsheets.
- Create and update on an ongoing basis the Financial Planner Qualifications and Training Registers.
- Maintain the CII and Assess external relationships.
- Booking and ordering CII exam materials for TWP colleagues.
- Work closely with the Compliance Teams (TWP & Group) to fulfil T&C objectives of the annual certification process.
- Assist the T&C Team in ensuring that training material is allocated to colleagues throughout the year in line with the testing schedule.
- Calculating any exam recovery costs in line with HR leaver notifications.
- Managing TWP colleagues CII memberships on our Corporate Account including new starters and leavers.
- Assist with the content/upkeep of the T&C Intranet page.
- Promote and display the supportive and positive T&C culture of the business.
- Proactively share best practice and experience in delivering key requirements.
Critical Skills and Experience required
- Current experience working within the Financial Services sector.
- A good understanding and knowledge of relevant FCA rules.
- A good understanding of complaints procedures.
- A good understanding of other relevant legislation, including that related to financial crime and GDPR.
- A good understanding of updating policies and procedures.
- An in depth understanding of Training & Competency.
- Working knowledge of and be competent with Microsoft Applications.
Essential Qualifications
- None
Key Interfaces (Internal and External)
- T&C Managers
- Financial Planners
- Internal Teams
- TWP Compliance Team
Other information
- Travel required for team meetings/face to face adviser meetings
- Full-Time – 9am to 5pm with 1-hours lunch (35hours)
Training and Competency Administrator - 12 month FTC in Gateshead employer: Titan Wealth Holdings Limited
Titan Group is an exceptional employer, offering a supportive and inclusive work culture that prioritises employee growth and development. With a competitive salary, attractive benefits including a robust pension scheme, and opportunities for further education and training, employees can thrive in their careers while enjoying a healthy work-life balance through hybrid working arrangements. Located in Harrogate, this role provides a unique chance to gain hands-on experience in the wealth management sector, working alongside experienced professionals committed to fostering a positive and collaborative environment.
Contact Details:
Titan Wealth Holdings Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Training and Competency Administrator - 12 month FTC in Gateshead
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We think you need these skills to ace Training and Competency Administrator - 12 month FTC in Gateshead
Some tips for your application 🫡
Show Off Your Academic Aces:In the financial controlling game, grades and relevant certifications can make a significant difference. Be sure to highlight your academic achievements, like finance-related coursework and any professional certifications you’ve got on your CV that show you’re clued up in this area. It’s all about demonstrating that you’re not just good at numbers but also know your stuff!
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Flexibility is Key:Since this is a temporary position, make sure to highlight your availability in your application. We’re interested in knowing how soon you can start and if you’re open to working flexible hours. This shows us your eagerness to jump right in and adapt to the dynamic needs of our team at Titan Wealth Holdings Limited.
How to prepare for a job interview at Titan Wealth Holdings Limited
✨Get Hands-On with Financial Tools
Being in financial controlling means you’ll likely be working with various software like Excel, Power BI, or even SAP. Make sure you brush up on these tools and prepare to discuss your experience using them. Being able to reference specific projects or analyses where you employed these programs will definitely give you an edge.
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