Latest Opportunities


T&C Supervisor - Wealth Planning

Job Title: T&C Supervisor - Wealth Planning
Contract Type: Permanent
Location: London, England
Salary: £50000 - £70000 per annum + Pension, Bonus, Car Allowance + more
Reference: T&CLOND_1545401611
Contact Name: Daniel Fenton
Contact Email: d.fenton@parity.net
Job Published: December 21, 2018 14:13

Job Description

T&C Supervisor - Wealth Planning


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

Parity Professionals - Source, Develop, Transform

Parity Professionals Ltd acts in the capacity of an Employment Agency when providing permanent recruitment services.

We welcome applications from all sections of society and applicants will be considered on the basis of their suitability for the position

At Parity, we are committed to protecting your privacy, we will process and hold your CV and use the information you have provided lawfully and in accordance with our Terms and Conditions and our Privacy Policy.

Get similar jobs like these by email

By submitting your details you agree to our T&C's