T&C Manager

IDEX Consulting Ltd

Posted a day ago, valid for 10 days

Cheltenham, Gloucestershire GL544NB, England

Full Time

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Sonic Summary

A leading independent financial advice firm is seeking a T&C Manager to oversee the training and competence function for their Financial Planners and other advisers.
The role involves leading training in accordance with FCA regulations, monitoring adviser competency, and ensuring compliance with internal policies and regulatory standards.
Candidates should have relevant experience in a similar role, with a focus on upholding best practices across the business.
The position offers a competitive salary, along with benefits such as private medical insurance, up to 28 days of annual leave, and a 5% pension contribution.
Interested applicants should submit their CV to IDEX Consulting Ltd for more information about this opportunity.

I'm currently looking for a T&C Manager for a leading independent financial advice firm to take ownership of the business's training & competence function and support the ongoing development of our Financial Planners, Mortgage Advisers, Employee Benefit Consultants and Appointed Representatives across the group.Responsibilities

Lead and deliver training in line with FCA regs
Monitor Adviser competency under our T&C scheme
Ensure full compliance with internal policies and regulatory standards
Play a key role in upholding best practice across the business

Perks

Private medical insurance
Up to 28 days annual leave
Holiday carry over and option to buy sell holidays
DIS x 4
5% pension contribution
Funded training
Plus much more!

If this role sounds like it could be for you and you would like some more information please send your CV to

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Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

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