hackajob is collaborating with Wise to connect them with exceptional professionals for this role. Company Description Wise is a global technology company, building the best way to move and manage the world's money. Min fees. Max ease. Full speed. Whether people and businesses are sending money to another country, spending abroad, or making and receiving international payments, Wise is on a mission to make their lives easier and save them money. As part of our team, you will be helping us create an entirely new network for the world's money. For everyone, everywhere. More about our mission and what we offer . Job Description In this role, you'll work closely with our Group & FinCrime CMT Lead to help create, manage and execute both global and UK-focused FinCrime monitoring and testing programs that protect Wise and our customers from financial crime. You'll partner with a wide range of stakeholders - from the first line of defence in Operations and Product to second-line Compliance specialists, and Internal Audit - to enhance internal controls and promote an overall culture of compliance. You will also maintain our monitoring and testing methodologies to ensure they are aligned with global regulatory requirements and meet the industry's best practice. Your work will help ensure our FinCrime controls remain robust, scalable, and aligned with both global and local regulatory requirements. By collaborating with cross-functional teams and regional stakeholders, you will play an integral part in protecting Wise's customers, reputation, and business operations. Key responsibilities / Your Mission Planning: Collaborate with the Group & FinCrime CMT Lead to define the annual review plans and ensure their timely execution. Governance: Support the Lead with the regular management and board-level reporting on key findings, trends, and risk levels, ensuring stakeholders have visibility into compliance performance. Control testing & issue validation: Supervise the control reviews end-to-end from Scoping to Reporting as well as our issue validation work, ensuring the team appropriately follows our methodologies & best practices and every deliverable meets top-quality standards. You'll also empower our 1st Line teams by training them on effective remediation practices, giving them the know-how to confidently and effectively close actions. Monitoring: Lead the execution and roll-out of monitoring activities over key FinCrime risks, working with subject matter experts and data analysts to build dashboards and get actionable insights. Testing methods: Assist in creating and maintaining repeatable test scripts and documentation that align with Wise's global FinCrime compliance obligations, ensuring quality and consistency across regions. You will also identify opportunities to streamline monitoring and testing activities, ensuring processes are efficient and reduce duplication of effort across the different regions. Global methodology: Maintain our monitoring and testing methodologies to ensure they are aligned with global regulatory requirements and meet the industry's best practices. Stakeholder management: Work closely with key senior stakeholders from all three Lines of Defence (Operations, Product, Compliance, Internal Audit) to ensure the effective and impactful delivery of our CMT reviews and our continued alignment with regulatory and business priorities. Training & Development: Provide guidance and training to junior CMT team members or cross-functional partners, helping them understand methodologies, test scripts, and best practices. Qualifications Experience: Demonstrable experience (>8 years) conducting and leading assurance reviews and issue validation work within Compliance, Financial Crime, Risk, or Audit functions; experience in a payments or fintech environment preferred. Knowledge: Strong knowledge of financial crime regulations, testing methodologies, and risk assessment frameworks, particularly in relation to UK rules and global compliance requirements. Leadership: Proven track record in leading compliance monitoring and testing reviews across multiple jurisdictions, with the ability to collaborate effectively with local and global teams. Quality management: Experience coaching more junior team members to help them develop and ensure they deliver high-quality work. Skills: Excellent analytical, organisational, and communication skills, with the ability to translate complex regulatory requirements into effective monitoring and testing activities and to engage with senior stakeholders in an effective manner. Travel: Based in London, you're open to occasional travel to other locations abroad (roughly once a quarter) to keep our global CMT efforts aligned. Education: Bachelor's degree in law, finance, or related fields. Relevant certifications (e.g., ACAMS, ICA) are preferred. Additional Information Hybrid working - 3 days on site & 2 from home Working hours - 9am to 6pm For everyone, everywhere. We're people building money without borders - without judgement or prejudice, too. We believe teams are strongest when they are diverse, equitable and inclusive. We're proud to have a truly international team, and we celebrate our differences. Inclusive teams help us live our values and make sure every Wiser feels respected, empowered to contribute towards our mission and able to progress in their careers. If you want to find out more about what it's like to work at Wise visit Wise.Jobs. Keep up to date with life at Wise by following us on LinkedIn and Instagram.
Aug 06, 2026
Full time
hackajob is collaborating with Wise to connect them with exceptional professionals for this role. Company Description Wise is a global technology company, building the best way to move and manage the world's money. Min fees. Max ease. Full speed. Whether people and businesses are sending money to another country, spending abroad, or making and receiving international payments, Wise is on a mission to make their lives easier and save them money. As part of our team, you will be helping us create an entirely new network for the world's money. For everyone, everywhere. More about our mission and what we offer . Job Description In this role, you'll work closely with our Group & FinCrime CMT Lead to help create, manage and execute both global and UK-focused FinCrime monitoring and testing programs that protect Wise and our customers from financial crime. You'll partner with a wide range of stakeholders - from the first line of defence in Operations and Product to second-line Compliance specialists, and Internal Audit - to enhance internal controls and promote an overall culture of compliance. You will also maintain our monitoring and testing methodologies to ensure they are aligned with global regulatory requirements and meet the industry's best practice. Your work will help ensure our FinCrime controls remain robust, scalable, and aligned with both global and local regulatory requirements. By collaborating with cross-functional teams and regional stakeholders, you will play an integral part in protecting Wise's customers, reputation, and business operations. Key responsibilities / Your Mission Planning: Collaborate with the Group & FinCrime CMT Lead to define the annual review plans and ensure their timely execution. Governance: Support the Lead with the regular management and board-level reporting on key findings, trends, and risk levels, ensuring stakeholders have visibility into compliance performance. Control testing & issue validation: Supervise the control reviews end-to-end from Scoping to Reporting as well as our issue validation work, ensuring the team appropriately follows our methodologies & best practices and every deliverable meets top-quality standards. You'll also empower our 1st Line teams by training them on effective remediation practices, giving them the know-how to confidently and effectively close actions. Monitoring: Lead the execution and roll-out of monitoring activities over key FinCrime risks, working with subject matter experts and data analysts to build dashboards and get actionable insights. Testing methods: Assist in creating and maintaining repeatable test scripts and documentation that align with Wise's global FinCrime compliance obligations, ensuring quality and consistency across regions. You will also identify opportunities to streamline monitoring and testing activities, ensuring processes are efficient and reduce duplication of effort across the different regions. Global methodology: Maintain our monitoring and testing methodologies to ensure they are aligned with global regulatory requirements and meet the industry's best practices. Stakeholder management: Work closely with key senior stakeholders from all three Lines of Defence (Operations, Product, Compliance, Internal Audit) to ensure the effective and impactful delivery of our CMT reviews and our continued alignment with regulatory and business priorities. Training & Development: Provide guidance and training to junior CMT team members or cross-functional partners, helping them understand methodologies, test scripts, and best practices. Qualifications Experience: Demonstrable experience (>8 years) conducting and leading assurance reviews and issue validation work within Compliance, Financial Crime, Risk, or Audit functions; experience in a payments or fintech environment preferred. Knowledge: Strong knowledge of financial crime regulations, testing methodologies, and risk assessment frameworks, particularly in relation to UK rules and global compliance requirements. Leadership: Proven track record in leading compliance monitoring and testing reviews across multiple jurisdictions, with the ability to collaborate effectively with local and global teams. Quality management: Experience coaching more junior team members to help them develop and ensure they deliver high-quality work. Skills: Excellent analytical, organisational, and communication skills, with the ability to translate complex regulatory requirements into effective monitoring and testing activities and to engage with senior stakeholders in an effective manner. Travel: Based in London, you're open to occasional travel to other locations abroad (roughly once a quarter) to keep our global CMT efforts aligned. Education: Bachelor's degree in law, finance, or related fields. Relevant certifications (e.g., ACAMS, ICA) are preferred. Additional Information Hybrid working - 3 days on site & 2 from home Working hours - 9am to 6pm For everyone, everywhere. We're people building money without borders - without judgement or prejudice, too. We believe teams are strongest when they are diverse, equitable and inclusive. We're proud to have a truly international team, and we celebrate our differences. Inclusive teams help us live our values and make sure every Wiser feels respected, empowered to contribute towards our mission and able to progress in their careers. If you want to find out more about what it's like to work at Wise visit Wise.Jobs. Keep up to date with life at Wise by following us on LinkedIn and Instagram.
Job Title: T&C Manager Industry: Financial Planning Location: Remote (South West) Salary: Up to £75,000 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 £75,000 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.
Aug 05, 2026
Full time
Job Title: T&C Manager Industry: Financial Planning Location: Remote (South West) Salary: Up to £75,000 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 £75,000 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.
Job Title: T&C Manager Industry: Financial Planning Location: Remote (South West) Salary: Up to £75,000 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 £75,000 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.
Aug 05, 2026
Full time
Job Title: T&C Manager Industry: Financial Planning Location: Remote (South West) Salary: Up to £75,000 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 £75,000 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.
Job Title: T&C Manager Industry: Financial Planning Location: Remote (South West) Salary: Up to £75,000 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 £75,000 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.
Aug 05, 2026
Full time
Job Title: T&C Manager Industry: Financial Planning Location: Remote (South West) Salary: Up to £75,000 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 £75,000 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.
Job Title: T&C Manager Industry: Financial Planning Location: Remote (South West) Salary: Up to £75,000 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 £75,000 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.
Aug 05, 2026
Full time
Job Title: T&C Manager Industry: Financial Planning Location: Remote (South West) Salary: Up to £75,000 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 £75,000 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.
Service Service Employment Agency Limited
Norwich, Norfolk
My client is one of the county's leading employers, with excellent opportunities for both personal and financial progression with a history of facilitating the growth of their staff, their reputation is second to none. As a reputable Financial Planning firm, they are looking to compliment to their existing team of administrative professionals with the addition of a senior, experienced professional, due to the retirement of a long standing staff member. Key Requirements Personable, client focused, good at relationship building. Ability to prioritise your own workload. Good organisational skills with a strong eye for detail (essential). To provide sales support to Independent Financial Planners to assist them in obtaining new business and efficient servicing of existing business. The administration of new and existing life, pension and investment business. PA support to your assigned Financial Planner. Understanding of the provision of advice to clients in a compliant manner as detailed in the Company's Manuals. Assist Financial Services Manager with tasks/projects as required Supervising, training and monitoring administration team members as and when required. Thinking outside the box, good problem solving skills Role Main Duties Proactively make suggestions and assist in setting new processes/procedures to improve efficiency and knowledge within the team Project management, as required Dealing with day-to-day queries from staff and clients to help ensure competency within the team. The preparation of files for appointments. Detailed knowledge and understanding of the Company's record keeping requirements to ensure files meet compliance requirements. Ensure all dealings with customers are carried out in a professional and courteous manner. Liaising with clients/insurance companies via a variety of methods. Administration of existing business. Appointment making, diary-keeping. Comply with the Company Compliance, TCF, T&C, financial crime and anti-money laundering procedures at all times. Ensure all supporting documentation is maintained as per the Company's procedures Maintain all standards of performance as required by the Company. Skills and Experience Required You will ideally have three years' experience minimum of working in a Financial Services practice administration role Knowledge of IO back office system (essential) Understanding of a range of financial services products, e.g. pensions, investment, life assurance, etc. Excellent working knowledge of various investment/pension platforms Developing and maintaining technical knowledge and qualifications. Computer skills - competence with using various software, word processing, and in-depth knowledge of back-office administration systems. Excellent telephone and communication skills. First-class customer service skills. Flexibility and ability to work in a pressurised sales environment. Ability to work as part of a team and on your own initiative. Supervisory and training skills would be desirable. Qualifications and Experience Certificate in Financial Planning or working towards, Minimum RO1 or equivalent qualification Several years' experience of working in a similar customer service/sales environment in financial services. Personal attributes Customer-oriented, attentive to detail and takes pride in own work Able to prioritise own and team's workload Ability to maintain a professional manner when under pressure Works well on their own and as part of a team Proactive, uses initiative and takes ownership Confident in contributing ideas to enable continuous improvement Flexible, Adaptable and Organised Benefits My client offer an excellent remuneration, with a benefits package including a pension, a cashplan scheme, and company sick pay. My client provide training support to undertake professional qualifications for further promotional prospects This role will be based in my clients newly refurbished office in the heart of Norwich. Flexible working opportunities. 25 days holiday Death in Service 3 x Salary Annual pay review (April) Discretionary annual group bonus Social events
Oct 08, 2025
Full time
My client is one of the county's leading employers, with excellent opportunities for both personal and financial progression with a history of facilitating the growth of their staff, their reputation is second to none. As a reputable Financial Planning firm, they are looking to compliment to their existing team of administrative professionals with the addition of a senior, experienced professional, due to the retirement of a long standing staff member. Key Requirements Personable, client focused, good at relationship building. Ability to prioritise your own workload. Good organisational skills with a strong eye for detail (essential). To provide sales support to Independent Financial Planners to assist them in obtaining new business and efficient servicing of existing business. The administration of new and existing life, pension and investment business. PA support to your assigned Financial Planner. Understanding of the provision of advice to clients in a compliant manner as detailed in the Company's Manuals. Assist Financial Services Manager with tasks/projects as required Supervising, training and monitoring administration team members as and when required. Thinking outside the box, good problem solving skills Role Main Duties Proactively make suggestions and assist in setting new processes/procedures to improve efficiency and knowledge within the team Project management, as required Dealing with day-to-day queries from staff and clients to help ensure competency within the team. The preparation of files for appointments. Detailed knowledge and understanding of the Company's record keeping requirements to ensure files meet compliance requirements. Ensure all dealings with customers are carried out in a professional and courteous manner. Liaising with clients/insurance companies via a variety of methods. Administration of existing business. Appointment making, diary-keeping. Comply with the Company Compliance, TCF, T&C, financial crime and anti-money laundering procedures at all times. Ensure all supporting documentation is maintained as per the Company's procedures Maintain all standards of performance as required by the Company. Skills and Experience Required You will ideally have three years' experience minimum of working in a Financial Services practice administration role Knowledge of IO back office system (essential) Understanding of a range of financial services products, e.g. pensions, investment, life assurance, etc. Excellent working knowledge of various investment/pension platforms Developing and maintaining technical knowledge and qualifications. Computer skills - competence with using various software, word processing, and in-depth knowledge of back-office administration systems. Excellent telephone and communication skills. First-class customer service skills. Flexibility and ability to work in a pressurised sales environment. Ability to work as part of a team and on your own initiative. Supervisory and training skills would be desirable. Qualifications and Experience Certificate in Financial Planning or working towards, Minimum RO1 or equivalent qualification Several years' experience of working in a similar customer service/sales environment in financial services. Personal attributes Customer-oriented, attentive to detail and takes pride in own work Able to prioritise own and team's workload Ability to maintain a professional manner when under pressure Works well on their own and as part of a team Proactive, uses initiative and takes ownership Confident in contributing ideas to enable continuous improvement Flexible, Adaptable and Organised Benefits My client offer an excellent remuneration, with a benefits package including a pension, a cashplan scheme, and company sick pay. My client provide training support to undertake professional qualifications for further promotional prospects This role will be based in my clients newly refurbished office in the heart of Norwich. Flexible working opportunities. 25 days holiday Death in Service 3 x Salary Annual pay review (April) Discretionary annual group bonus Social events
Business Development Manager Location: Hybrid/Birmingham (once a fortnight on Thursday) Salary: £45,000 - £55,000 per annum plus OTE commission of up to £30,000 Contract Type: Permanent What We Can Offer You: Hybrid Working, Life Assurance, Vitality Private Healthcare, Additional Holiday Purchase, Health Cash Plan, Subsidised Gym Memberships, Cycle to Work scheme, Discount Vouchers and Access to Wellbeing Resources! Why Do We Want You ICA part of Wilmington Plc are looking for an ambitious and driven Business Development Manager to expand ICA Commercial Services footprint in the EMEA region (Europe the Middle East & Africa). You will be instrumental in winning new clients, driving growth, and building strategic partnerships in this high-potential market. Please note: To complete your application, you will be redirected to Wilmington Plc s career site. At Wilmington Plc, we celebrate individuality and are committed to fostering an inclusive workplace. As a Disability Confident employer, we shortlist all applicants who meet the essential role criteria and guarantee an interview for candidates with disabilities who meet these criteria. For reasonable adjustments or to apply under our interview guarantee scheme, please use the contact details provided once you have clicked apply ! Job Purpose, Tasks and Responsibilities You will be responsible for: • Achieving budgeted sales and revenue performance for ICA s portfolio of qualifications, training, membership and risk management tools and services. • Developing and implementing new business and account management strategies and tactics. • Generating new business through a mixture of cold self-generated leads. • Hitting sales targets and KPIs, including activity-based metrics such as monthly client meeting quotas (details to be confirmed during sales plan formulation). • Identifying, managing, and growing a key account portfolio. • Working with the Sales Director to manage and grow a network of partners. • Collaborating with Marketing & Sales Director to generate leads. • Acting as the voice of the customer when working with the Product team to ensure ICA s services meet customer requirements in the region. • Generating new business through LinkedIn and other channels. • Adhering to the sales process to ensure CRM systems are kept up to date and that competitor and marketplace insight is fed back to the respective teams. What s the Best Thing About This Role The opportunity to play a pivotal role in ICA s international growth strategy, building relationships with new organisations across CEECA, and making a significant impact in a fast-growing global business. What s the Most Challenging Thing About This Role Breaking into new markets and building trust with new clients in a competitive landscape requires persistence, resilience, and the ability to adapt strategies for success. What We re Looking For To be successful in this role, you must have: • A proven track record as a commercial winner with experience delivering in a high-growth international business. • Strong verbal and written communication skills, with experience operating at Board level both internally and externally. • Resilience and tenacity, with a clear understanding of the importance of persistence in achieving large-scale business development success. • Excellent written and verbal communication skills. • Confidence presenting at senior level. • Innovative thinking and strong relationship-building experience. • Proven ability to work successfully as part of a team. • Ability to network effectively at all levels, both internally and externally. To be successful in this role, it would be great if you have: • Experience in the professional training and qualifications sector. • Experience selling into the Financial Services and other regulated sectors. • Experience working across AML, Financial Crime Prevention, KYC & CDD, Sanctions, Enterprise Wide Risk Management, and the GRC landscape. We know it s not a skill, but the successful candidate must have permission to work in the role s location by the start of their employment. About us The International Compliance Association (ICA) is the world s leading regulatory and financial crime compliance community. For over 20 years, we ve supported 160,000+ professionals across 157 countries with industry-recognised qualifications, digital courses, and practical training. We re part of Wilmington plc, a global provider of professional education, information, and networking. Find What You re Looking For We are ambitious and inclusive, filled with integrity and curiosity. We are Wilmington plc. Are you Join us and achieve more within your career with mutual respect, support and fair rewards. Click on APPLY today!
Oct 06, 2025
Full time
Business Development Manager Location: Hybrid/Birmingham (once a fortnight on Thursday) Salary: £45,000 - £55,000 per annum plus OTE commission of up to £30,000 Contract Type: Permanent What We Can Offer You: Hybrid Working, Life Assurance, Vitality Private Healthcare, Additional Holiday Purchase, Health Cash Plan, Subsidised Gym Memberships, Cycle to Work scheme, Discount Vouchers and Access to Wellbeing Resources! Why Do We Want You ICA part of Wilmington Plc are looking for an ambitious and driven Business Development Manager to expand ICA Commercial Services footprint in the EMEA region (Europe the Middle East & Africa). You will be instrumental in winning new clients, driving growth, and building strategic partnerships in this high-potential market. Please note: To complete your application, you will be redirected to Wilmington Plc s career site. At Wilmington Plc, we celebrate individuality and are committed to fostering an inclusive workplace. As a Disability Confident employer, we shortlist all applicants who meet the essential role criteria and guarantee an interview for candidates with disabilities who meet these criteria. For reasonable adjustments or to apply under our interview guarantee scheme, please use the contact details provided once you have clicked apply ! Job Purpose, Tasks and Responsibilities You will be responsible for: • Achieving budgeted sales and revenue performance for ICA s portfolio of qualifications, training, membership and risk management tools and services. • Developing and implementing new business and account management strategies and tactics. • Generating new business through a mixture of cold self-generated leads. • Hitting sales targets and KPIs, including activity-based metrics such as monthly client meeting quotas (details to be confirmed during sales plan formulation). • Identifying, managing, and growing a key account portfolio. • Working with the Sales Director to manage and grow a network of partners. • Collaborating with Marketing & Sales Director to generate leads. • Acting as the voice of the customer when working with the Product team to ensure ICA s services meet customer requirements in the region. • Generating new business through LinkedIn and other channels. • Adhering to the sales process to ensure CRM systems are kept up to date and that competitor and marketplace insight is fed back to the respective teams. What s the Best Thing About This Role The opportunity to play a pivotal role in ICA s international growth strategy, building relationships with new organisations across CEECA, and making a significant impact in a fast-growing global business. What s the Most Challenging Thing About This Role Breaking into new markets and building trust with new clients in a competitive landscape requires persistence, resilience, and the ability to adapt strategies for success. What We re Looking For To be successful in this role, you must have: • A proven track record as a commercial winner with experience delivering in a high-growth international business. • Strong verbal and written communication skills, with experience operating at Board level both internally and externally. • Resilience and tenacity, with a clear understanding of the importance of persistence in achieving large-scale business development success. • Excellent written and verbal communication skills. • Confidence presenting at senior level. • Innovative thinking and strong relationship-building experience. • Proven ability to work successfully as part of a team. • Ability to network effectively at all levels, both internally and externally. To be successful in this role, it would be great if you have: • Experience in the professional training and qualifications sector. • Experience selling into the Financial Services and other regulated sectors. • Experience working across AML, Financial Crime Prevention, KYC & CDD, Sanctions, Enterprise Wide Risk Management, and the GRC landscape. We know it s not a skill, but the successful candidate must have permission to work in the role s location by the start of their employment. About us The International Compliance Association (ICA) is the world s leading regulatory and financial crime compliance community. For over 20 years, we ve supported 160,000+ professionals across 157 countries with industry-recognised qualifications, digital courses, and practical training. We re part of Wilmington plc, a global provider of professional education, information, and networking. Find What You re Looking For We are ambitious and inclusive, filled with integrity and curiosity. We are Wilmington plc. Are you Join us and achieve more within your career with mutual respect, support and fair rewards. Click on APPLY today!
