It's not easy to be reflective. To assess where you are as a business and realise where you could improve. And actually do something about it.
So a lot of firms don't start the process. They keep doing things the same way because... that's how they've always done it.
Not here.
The job here is available because of internal promotion, always a good sign. And the person who has vacated this job is now the Head of Compliance with a remit to bring about ongoing improvements. You'll join a team that will have doubled in size with your appointment in 12 months - a sign of things to come.
And as the T&C team grows so might your responsibilities. There is likely to be another T&C supervisor on top of this hire in the next 6-12 months so your status within the business will grow as the team grows.
The job is what you'd expect. You will spend the majority of your time on 1-1s with IFAs. These IFAs are in the main experienced planners so it's more fine tuning than complete overhauls. But it's not uncommon for more established planners to be resistant to change so you're influencing skills will be put to the test.
You'll have a robust T&C scheme to work from and will report into the person who designed and implemented it.
That person is an empowering boss who has brought significant improvements to the business already, but aims for more. Your voice and ideas will be an important part of that.
The IFAs are throughout the UK so this is a remote, home based position. The vast majority of 1-1s are undertaken via Teams so you'll spend your time meeting with planners, not sat in traffic. Travel expenses are in place for those rare occasions you need to meet someone.
But whilst you'll be remote you won't feel it. This is a business that is acutely aware that they need to build a good working culture, so you'll regularly "meet" with your colleagues each Friday.
Salary is to c£45,000 (there is some flexibility but it will be dependent on the individual). There's a benefit scheme that includes support with exams, life cover and a 5% pension contribution. And the contracted hours are 35.25 per week.
There are some challenges. The scheme is relatively new and there will always be resistance to change. Plus you'll be supervising a large number of IFAs until the next hire is brought in within the next 12 months. But there is light at the end of the tunnel and the changes are already having a positive impact for all.
There will be a two stage interview process, both via Teams. Between stage one and two there will be a technical test but there is no pass/fail mark. That said given you'll be guiding planners on their cases you will need to have a reasonable level of technical/process knowledge.
Once offered the firm have a thorough onboarding process including a two day on-site induction. Your food and hotel expenses will be covered.
HERE'S WHAT YOU'LL NEED:
You'll be at least level 4 qualified and have T&C experience (it doesn't have to be years and years though). You will have the character to influence others and be able to build positive working relationships with your IFAs. You'll also be a self-starter capable of using your initiative.
If you've worked in file review or as an adviser before that would be helpful, but not a pre-requisite.
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