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T&C and Training Manager

  • Salary: £55000 - £65000 per annum + Benefits package
  • Location: Birmingham, West Midlands
  • Sector: Compliance
  • Job type: Permanent
  • Date posted:
    05 Jun 2018
  • Job reference: 30750

Are you an experienced Training & Competency Manager looking for an opportunity to join a highly-recognised, chartered, independent financial firm in Birmingham.

The Company

My client is a highly recognised, international company who offer independent financial advice to ultra high-network clients.


My client is looking for a T&C Manager to deliver the T&C requirements of the firm by undertaking all T&C activities on a daily basis. To help supervise the experienced Planners and to be instrumental in the training and development of our graduate Planners.


  • Helping Planners attain and maintain competency status as per T&C scheme
  • Undertake skill based assessments on new and experienced Planners
  • Provide coaching and training to all Planners as required
  • To design and deliver training to meet individual Planner needs
  • To play a central role in the training and development of our graduates Planners
  • Provide each Planner with a training and development plan, ensuing the delivery of the plan
  • Produce quarterly KPI's as per the T&C scheme

To be successful you will need

  • Significant practical T&C experience within the financial services sector preferably with an Independent Financial Adviser
  • Excellent coaching, development and influencing skills
  • Has a knowledge and understanding of all products/services associated with the financial services market including life, pension, protection and wealth management
  • Has an understanding of financial advice processes
  • Financial Planning Certificate or Diploma Qualified (or equivalent), preferably holding a supervision qualification such as H15, JO7 and AF6

If successful, you will benefit from

  • A salary of up to £65,000
  • A core benefits package, as well as a bespoke flexible benefits scheme
  • Clear career development opportunities and progression pathways
  • Financial support towards industry qualifications
  • Part of a larger network, providing further opportunities globally

This is an excellent opportunity to progress your career with a professional practice, who have an excellent reputation for providing learning and development opportunities to their employees in a friendly and welcoming environment. If you match my client's requirements and this sounds like an opportunity you would be interested in hearing more about, then send across your CV and we will be in touch! Full job specification available.

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

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