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T&c Administrator

2 months ago


London, United Kingdom eFinancialCareers Full time

**Our Client**

A highly successful and expanding Wealth Management firm, widely recognised with an excellent reputation based in London.

**The Role**

The T&C Administrator works sits within the Learning & Development Team who are responsible for helping with the Training & Competence, strategic direction and operational support to the management of people and culture within the Investment Management company.

The T&C Administrator will provide learning & development support, such as addressing training needs to the Investment Management front office and supporting career progression.

The T&C Administrator will perform annual certification activities and ensure that competence is attained and maintained for all Investment Management client-facing and financial advisory staff within the business meeting regulatory requirements in the managementof the Certificated individuals.

The T&C Administratorwill help to facilitate excellent Training & Competence activities and be a source of support for regulated individuals.

The T&C Administrator will schedule and oversee completion of mandatory and regulatory training activities either online or live training where applicable.

The T&C Administrator will manage all CPD activities for staff and for client events alongside business areas.

The T&C Administratorwill assist with the Performance Appraisal processes and organise induction activities for new joiners and manage the drafting of monthly and quarterly reporting requirements and manage invoices and assist with Training Budget oversight.

The T&C Administrator will assist with training module compilation and upload to the Learning Portal.

+2 years administrative experience in T&C (Training & Competence), L&D (Learning & Development) or front office investment management support with an understanding of Suitability / SMCR.

Keen interest to pursue a career in L&D / Training & Competence

Ability to prioritise and manage workload in a busy environment.

Strong attention to detail with ability to use initiative and take ownership of tasks


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