Training & Competence Partner

We are recruiting a T&C Partner to join the Training & Competence team within our Wealth Division. This is a hands-on, delivery-focused role at the heart of our T&C scheme, suited to someone with a background in compliance or T&C who takes pride in maintaining the integrity of a regulatory framework and supporting the development of advisers.

Working closely with T&C Supervisors, Wealth Management Directors, Compliance and the Group T&C Officer, you will own the day-to-day delivery of the scheme, ensuring it meets FCA SYSC requirements and SM&CR obligations across the Group.

Key responsibilities

• Acting as the main point of contact for T&C queries and support within your allocated regions
• Supporting T&C Supervisors with the monitoring of observation completion and targets
• Coordinating internal audits and producing management information for line management, Wealth Management Directors and the executive team
• Managing the initial and annual Fit and Proper certification process, and maintaining the central SPS record to ensure no lapses in certification
• Delivering monthly CPD reporting and audits across at least 20% of consultant records
• Reviewing and improving processes through digitalisation, AI and technology, in partnership with People and Systems
• Supporting the integration of newly acquired businesses into the T&C framework

About you

• Experience within a T&C or regulatory compliance function in wealth management or financial services (ideal)
• Good working knowledge of FCA SYSC T&C rules, SM&CR and Certified Person obligations
• Experience producing MI and reporting for senior or governance-level audiences
• High attention to detail, with the ability to maintain accuracy across multiple concurrent processes
• Clear, confident communication with stakeholders at all levels

What's in it for you

This is a fantastic opportunity to grow your career here at Mattioli Woods, take on greater responsibility, and make a real impact. You'll benefit from our continued investment in your development and the support of a collaborative, close-knit finance function.

We offer

• 💰 competitive salary (depending on experience)
• ⏰ 34.5-hour working week
• 🏥 health cash plan (Core Level 1)

🚑 Benenden Healthcare (company-funded; includes 24/7 GP access, mental health support, physiotherapy, medical diagnostics, and access to selected surgical treatments)

💼 5% Employer and 5% Employee minimum Group Pension contribution (if you choose to contribute 6%, we will match this)

💖 4x salary life assurance and group income protection

🎉 25 days' holiday plus statutory (increasing with service)

🏠 hybrid working – a blend of home and office time

🌱 training and development opportunities

🤝 a supportive, collaborative team environment