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T&C Supervisor - Wealth Planning

Job Title: T&C Supervisor - Wealth Planning
Contract Type: Permanent
Location: Edinburgh, Scotland
Industry:
Salary: £50000 - £70000 per annum + Pension, Bonus, Car Allowance + more
Reference: T&CEDIN_1545401529
Contact Name: Daniel Fenton
Contact Email: d.fenton@parity.net
Job Published: December 21, 2018 14:12

Job Description

Overview:

Are you a seasoned wealth management professional with a passion for training coupled with leadership experience? Have a strong understanding of wealth planning and perform well in a collegiate, professional environment?

Our client is a FTSE listed wealth manager seeking an experienced individual for the Training & Competence Supervision of Financial Planners across the UK, offering an exciting opportunity to be part of the ongoing investment and growth of a historic integrated wealth manager. With the main hubs being London and Scotland, you would have the opportunity to travel regularly to regional offices to help ensure HNW individuals are provided a first-class service.

Key Accountabilities:

  • Observe, support and develop the skills of all (Chartered) Financial Planners.
  • Support financial planner induction training, maintain competent status, working in a Senior Manager regime environment
  • Demonstrate and share holistic wealth planning knowledge and understanding
  • Maintain accurate training & competence records for all staff
  • Working in support of the firm's compliance function on all regulatory issues & working with other training & competence supervisors
  • Advise the management team of trends and issues that may benefit from change
  • Deal with ad hoc queries from staff relating to any aspect of advisory issues

Required Skills & Experience:

  • Chartered Status within a wealth planning environment
  • Pensions Qualified (G60, AF3 or AF7/8 certificate)
  • Experience of devising and delivering bespoke training plans
  • Ideally experience of T&C, although supervision in a regulated wealth planning environment is considered
  • Flexibility to travel 2/3 days per week to regional offices

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