Our client, a highly regarding financial advisory business, are looking for a T&C Manager to join the company based in the South West. The T&C Manager will work closely with advisers across the business to ensure that each individual meets their potential. You will work with experienced and associate financial advisers to ensure they reach and maintain Competent Adviser Status (CAS).

Key

Responsibilities:

• Developing and delivering their national training programme.
• Co-ordinating and leading the delivery of knowledge and skills training for advisers and supervisors to ensure Competent Adviser Status (CAS) is achieved.
• Observing live client meetings and creating roleplay opportunities to assess ongoing adviser’s competence.
• Recording one to one meetings with advisers and be responsible for advisers ongoing competence under SMCR.
• Collaborating with senior stakeholders to maintain robust development plans and deliver relevant training based on team objectives.
• Delivering company induction programmes to provide a positive introduction to the company for new entrants.

Experience Required:

• Achieved the Regulated Diploma in Financial Planning (Level 4) or equivalent.
• J07 (supervision in a regulated environment) or the equivalent would be a distinct advantage.
• Significant prior experience in a training and competency role, specifically with Financial Advisers.
• Experience of constructing financial planning advice would be advantageous