T&C Manager

1 month ago


Newcastle upon Tyne, United Kingdom IDEX Consulting Ltd Full time
Job Description

T&C Manager

Hybrid

Newcastle

Salary- £50,000 DOE

Our clients have an exciting opportunity to join their Technical Planning team in the heart of Newcastle as a T&C Manager.

Responsibilities:

  • Training and onboarding of new advisers
  • Providing insight and support on the regulated advice process
  • Assist in formal adviser introduction course
  • Assessing and reporting on adviser competency

Requirements:

  • Ideally hold Level 4 in Regulated Financial Planning, would consider partially qualified working towards obtaining full diploma
  • Have a robust understanding and knowledge of investment products and taxation
  • Have good experience in Financial Services, particularly with a regulated advice environment and/or Training & Competence background
  • Have excellent communication skills with the ability to deliver clear technical support to advisers

Please apply if interested...


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