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Trainee / T&c Consultant (Financial Services)

4 months ago

Scotland, United Kingdom EGRecruiting Ltd Full time

Ideally with previous T&C experience within Financial Services however, training will be provided
- Consideration will be given to individuals from Compliance, Paraplanning and Advice backgrounds looking to transfer their skill sets within Financial Services including, Regional Managers or Sales Managers within FS retail or bancassurance
- Excellent communication skills, both oral and written
- Well-developed interpersonal and coaching skills
- Enhanced ability to develop client relationships, challenge and explain processes and services
- Ability to break down barriers whilst influencing others
- Ability to interpret and appropriately act upon KPI data, internal policies, taking a risk-based approach
- Ability to work under pressure
- Hold a full, clean UK driving licence

**Benefits**:
**Salary**: £35,000 and £40,000 (dependent on qualifications) plus £550 per month car allowance
Hours: 35 per week

Holidays: 25 days, rising to 28 (plus stats and option to buy/sell 5 days)
Other: Annual performance-related bonus and salary review, pension 5%, increasing to 7.5%, Income protection, DIS x4, a huge range of additional flexi-benefits and staff discounts, study support

**Location**: Remote/Homebased (must reside in Scotland)

**Role**:
Our client is an award-winning, client-centric, Financial Services support business, delivering services to ensure quality financial advice is provided. They are known for their high level of employee engagement and believe in rewarding employees, with aperformance-related pay structure and bonus.
You’ll be required to support, supervise, coach and develop all Registered Individual’s (RI’s) within your portfolio of firms, adhering to the Company T&C Scheme and operational requirements. Additionally, you will identify and provide business developmentsupport, implementing opportunities for growth, as required.
Responsibilities will include:

- Ensuring the smooth and effective delivery of proactive account management, T&C oversight and support services
- Identify and provide support to implement growth opportunities through the regular review of Firm’s Business plans
- To support, coach, monitor, observe and give feedback to advisers to develop competence
- To analyse management information on advisers with the view to highlighting trends and shortcomings in systems and controls, offering solutions to identified issues
- Deliver a consistent message with regards to business quality
- To identify key risks to the business and to suggest / implement appropriate solutions
- Resolve queries raised in a professional manner, take full ownership and follow process to resolve them
- Conduct regular meetings with allocated advisers and analyse KPI’s

**Qualifications**:

- Ideally, DipPFS and CeMAP (or equivalent) or studying towards however, study support can be provided to attain this within a realistic timeframe
- J07/H15 would be advantageous however, study support can be provided to attain this within a realistic timeframe

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