Job Title: T&C Manager
Industry: Financial Planning
Location: Remote (South West)
Salary: Up to £60,000
Job Reference: 10409
T&C Manager role with a rapidly growing Financial Planning business, offering the opportunity to shape adviser development, support future talent, and play a key role within an expanding wealth management organisation.
Job Description:
Recruit UK are working with a leading Financial Planning firm to recruit a remote-based T&C Manager to support advisers across the South West (Bristol, Gloucestershire and Wiltshire).
This is an exciting opportunity to join a forward-thinking business experiencing significant growth through strategic expansion. The successful candidate will play a pivotal role in developing advisers, supporting trainees through to CAS, and ensuring high standards of adviser competency across the business.
You will take ownership of a portfolio of advisers, acting as a trusted coach and supervisor while working closely with advisers, compliance teams, and internal stakeholders. This is a relationship-focused role, ideal for someone who enjoys mentoring, developing talent, and making a positive impact on adviser careers.
The role is remote-based, with regular travel across your region required to build strong relationships and provide face-to-face support with advisers.
Duties:
- Act as first-line supervisor for advisers across varying levels of experience
- Support journeys to CAS
- Complete competency assessments, role plays, live observations, and provide constructive feedback
- Ensure advisers are supervised in line with the firm's T&C framework
- Deliver training interventions and coaching sessions for development
- Review KPIs to identify opportunities / agree appropriate CPD plans
- Support the creation and improvement of training materials and procedures
- Maintain up-to-date knowledge of FCA requirements, legislation, and industry standards
Benefits:
- Competitive salary of up to £60,000
- Discretionary performance-related bonus
- Remote working with regional travel
- PMI / Pension up to 10% / 25 days leave + BH + buy/sell + Xmas closure
- Life assurance / Health plan
Skills and Experience Required:
- Current experience working within a Training & Competence role within Financial Services
- Level 4 Qualification (minimum) advanced (desirable)
- Experience supervising and developing advisers across pensions, investments, and protection
- Strong understanding of Financial Planning and delivering client-focused advice
- Proven coaching and mentoring experience
- Strong knowledge of FCA regulations and compliance requirements
- Understanding of complaints procedures, financial crime, GDPR, and relevant legislation
- Experience reviewing and improving policies, procedures, and training materials
If you are an experienced T&C professional looking for an opportunity to influence adviser development within a growing organisation, we would love to hear from you.
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