Wealth Management: Technical Standards Lead

Arbuthnot Latham & Co., Ltd; Greater London; Hybrid; GBP 65,000 - 95,000; Full time

Benefits offered by this job

One day a week working from home

Pension via market leading provider

Discretionary Bonus

Job summary

Arbuthnot Latham & Co., Ltd seeks a Wealth Management - Technical Standards & Governance Executive to support Training & Competence. You will assist in maintaining T&C records, deliver technical training, and help coordinate governance and policy processes while acting as deputy to the Technical Director.

The role requires familiarity with regulated financial planning, strong organisational skills, and the ability to translate complex technical information for diverse teams.

Qualifications

• Demonstrable experience working in Wealth Management or Financial Services.
• Awareness of the regulated Financial Planning environment, the HNW segment, and holistic Wealth Planning.
• Strong organisational and administrative skills.
• Ability to absorb and summarise technical information clearly.
• Proficient in Microsoft Office (Excel, Word, PowerPoint).

Responsibilities

• Assist in maintaining T&C records administration and MI reporting.
• Coordinate initial training programmes for new joiners and delivery of technical assessments.
• Support SPS applications and FCA reporting.
• Help design and deliver learning resources via platforms such as Skillserve.
• Assist in updating and maintaining advice standards, templates and policy documents.
• Prepare briefing notes for internal forums and technical learning sessions.

Skills

Wealth Management experience

Regulated financial planning knowledge

Organisational skills

Communication skills

Microsoft Office (Excel, PowerPoint, <

Education

Level 4 Diploma in Financial Planning

Level 6 / Chartered status (in progress)

Job description

Arbuthnot Latham & Co., Ltd seeks a Wealth Management - Technical Standards & Governance Executive to support Training & Competence. You will assist in maintaining T&C records, deliver technical training, and help coordinate governance and policy processes while acting as deputy to the Technical Director.

The role requires familiarity with regulated financial planning, strong organisational skills, and the ability to translate complex technical information for diverse teams.