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T&C supervisor & Auditor

ST Resourcing Ltd
Posted 20 hours ago, valid for 24 days
Location

Altrincham, Cheshire WA14 2HX, England

Salary

£35,000 - £42,000 per annum

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Contract type

Full Time

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Sonic Summary

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  • A respected network is seeking a T&C Manager to supervise Advisers, ranging from newly qualified to experienced Planners.
  • The base salary for this home-based role is approximately £45,000-£50,000.
  • Candidates are required to have at least a Diploma in Financial Planning, with CF6 being ideal.
  • The role involves conducting 1:1 meetings with Advisers, addressing identified risks, and tracking progress.
  • Strong communication skills are essential for sharing ideas and best practices within the team and with member firms.

I am working with a respected network who has enjoyed success recently with the new member firms joining and the teams growing. Due to this they need to bring on an additional T&C Manager to supervise the Advisers of the network, ranging from newly qualified through to highly experienced Planners.

The base salary for this role is iro £45,000-£50,000. This is a home based role.

The firm have a friendly feel, with modern offices, competent staff and ambitions to keep growing and developing in the right way. Many of the member firms are highly respected in the industry and this is a great indication of how good the network is.

In the role you will conduct 1:1s with Advisers and with any risks identified you will address and track progress with them. When required you will perform additional induction, education, investigation and assist with any remedial action. Communication is key in this role, not just with the member firms and their advisers, but also internally as you will share ideas and best practice amongst each other.

To be suitable for this role you will hold the Diploma in Financial Planning, ideally CF6 and it would be desirable if you were working toward specialist areas or hold them already such as pensions, or supervision qualifications.

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