Training & Competency Administrator – Remote Finance

Titan Wealth Holdings Limited; Gateshead; On-site; GBP 28,000 - 36,000; Full time

Benefits offered by this job

Hybrid working

Private medical insurance

25 days annual leave

Job summary

Titan Wealth Group is seeking a proactive T&C Administrator to support the Senior T&C Manager and the T&C Team on a 12-month fixed-term contract covering maternity leave. The role offers remote working with occasional travel to Titan offices and a 35-hour work week.

You will handle data management, training records, MI reporting, and ensure regulatory procedures are up to date. Experience in Financial Services and knowledge of FCA rules are highly valued, with a collaborative, growth‑oriented

Qualifications

• Current experience working within the Financial Services sector.
• A good understanding and knowledge of FCA rules.
• A good understanding of complaints procedures.
• A good understanding of other relevant legislation, including that related to financial crime and GDPR.
• A good understanding of updating policies and procedures.
• An in depth understanding of Training & Competency.
• Working knowledge of and be competent with Microsoft Applications.

Responsibilities

• Work closely with TWP T&C and Compliance teams to deliver administrative support to the Senior T&C Manager and the wider T&C Team.
• Ongoing data management of the Access Evo system, ensuring that starters and leavers are kept up to date in line with HR notifications.
• Ensure that all new colleagues added to the system are sent the Assess Evo How to Video within the first 2 weeks of joining.
• Be the go-to point of contact for all staff in relation to the Assess Evo system. Sending out various communications when required.
• Help maintain and extract MI from the T&C adviser pathways due to be built within the Assess Evo system; complaints, breaches, file checks and observations.
• Support adviser general KPI MI data gathering.
• Assist the T&C Managers by chasing and storing adviser SPS renewal records.
• Updating of relevant T&C spreadsheets.
• Create and update on an ongoing basis the Financial Planner Qualifications and Training Registers.
• Maintain the CII and Assess external relationships.
• Booking and ordering CII exam materials for TWP colleagues.
• Work closely with the Compliance Teams (TWP & Group) to fulfil T&C objectives of the annual certification process.
• Assist the T&C Team in ensuring that training material is allocated to colleagues throughout the year in line with the testing schedule.Calculating any exam recovery costs in line with HR leaver notifications.
• Managing TWP colleagues CII memberships on our Corporate Account including new starters and leavers.
• Assist with the content/upkeep of the T&C Intranet page.
• Promote and display the supportive and positive T&C culture of the business.
• Proactively share best practice and experience in delivering key requirements.

Skills

Financial Services experience

FCA rules

Complaints procedures

Financial crime & GDPR

Policy updates

Training & Competency

Microsoft Applications

Job description

Titan Wealth Group is seeking a proactive T&C Administrator to support the Senior T&C Manager and the T&C Team on a 12-month fixed-term contract covering maternity leave. The role offers remote working with occasional travel to Titan offices and a 35-hour work week.

You will handle data management, training records, MI reporting, and ensure regulatory procedures are up to date. Experience in Financial Services and knowledge of FCA rules are highly valued, with a collaborative, growth‑oriented