Job Details

Compliance Manager T & C Manager

Sector:Financial Services

Region : South East England

Location: Fetcham Surrey

Salary: neg DOE & Qualification

Job Ref.: CL1411TCB

Job Information

Formed in the 1980’s to provide independent wealth management advice and a bespoke service for both individual and corporate clients around the world due to continued success in delivering bespoke Wealth Management solutions to their expanding client base, require an Experienced T & C Manager/Officer for their office in Surrey.

The role can be WFH or Hybrid.

Capabilities

Experience of T&C within a financial services environment.

Good knowledge of FCA TC and Certification Regime requirements.

Proven communication, analytical and interpretation skills.

Ability to communicate at all levels.

Report writing skills.

Description of Responsibilities & Competencies

To provide professional Training and Competence (T&C) administrative support

Assist with the administration of the initial Competence and Capability assessment of all new Certificated staff

The T&C Officer maintains the T&C schemes and T&C procedures to ensure they are effective and meet all regulatory requirements.

The T&C scheme and procedures are audited annually by the Training and Competence Officer and independently by the Head of Compliance.

Apply on-line or contact Cameron James

Salary neg