Mattioli Woods
Training & Competence Partner
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T&C 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
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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.
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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
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