Strategic Technical Governance & Training Lead

BWD Search & Selection; Greater London; On-site; GBP 42,000 - 50,000; Full time

Benefits offered by this job

Discretionary annual bonus

25 days holiday

4x DIS

Job summary

BWD Search & Selection is recruiting a Technical Governance & Training Executive in Greater London to act as the organisational heartbeat of the wealth management T&C function, coordinating across the Head of T&C and the broader team.

This role blends administration with technical exposure, progressing towards file checking, supervision, or technical management, and offers a clear path for career development within governance.

Qualifications

• Strong administration, organisation and attention to detail.
• Experience within financial planning, wealth management, paraplanning or T&C.
• Ability to juggle several priorities and keep others on track.
• Enough technical knowledge to understand the work of an advice-led T&C function.
• Proactive, process-driven approach and confidence working with senior stakeholders.
• Level 4 financial-planning qualification preferred, strong experience considered.

Responsibilities

• Coordinate activity across the Head of T&C, supervisors and file checkers.
• Support MI production, reporting and maintenance of records.
• Organise meetings, diaries, actions and competing workstreams.
• Maintain policies, procedures, advice standards and technical collateral.
• Support supplier administration and wider team projects.
• Act as central point of coordination, aiding communication flow across the function.
• Monitor processes and identify opportunities to improve team operations.
• Provide broad governance support without carrying responsibility for file reviews.

Skills

Administration

Organisation

Attention to detail

Financial planning

Wealth management

Paraplanning

Stakeholder management

Education

Level 4 financial-planning qualification

Job description

BWD Search & Selection is recruiting a Technical Governance & Training Executive in Greater London to act as the organisational heartbeat of the wealth management T&C function, coordinating across the Head of T&C and the broader team.

This role blends administration with technical exposure, progressing towards file checking, supervision, or technical management, and offers a clear path for career development within governance.