T&C Supervisor

Join this Leading independent Financial Service Network today as a T&C Supervisor. They are looking for driven inidividuals with a passion for excellence and a commitment to upholding our high standards. In this role, you will play a pivotal part in shaping the future of financial advice through diligent supervision and coaching.

The benefits:

• Salary - up to £42k DOE and quals
• 1 Day a week in their Leeds office and more if you prefer
• Support for further qualifications
• Bonus scheme - on-target bonus - 7.5%
• Pension scheme - contribute up to 5% of your salary and Openwork will match you and put in an extra 5% (up to 15%)
• Critical illness cover
• Income protection - 1x salary
• Death in service - 4x salary
• 25 days holiday + bank holidays, with the opportunity to buy up to an additional 10 days.
• A range of other flexible benefits including private medical insurance, dental insurance, and much more.

As a T&C Supervisor, you will be instrumental in ensuring the effective delivery and supervision of the 2plan T&C scheme. Your responsibilities include:

• Assessing and approving pre-approval cases.
• Conducting one-to-ones, roleplays, and providing feedback.
• Ensuring up-to-date Adviser records and compliance with business standards.
• Facilitating Adviser Induction Courses and participating in regional meetings.
• Offering ongoing support to Advisers, supervising their progression in the T&C scheme.
• Addressing Regulatory Helpline queries and identifying trends for improvement.
• Building and maintaining robust internal and external relationships.

Apply now for consideration! As long as you have a minimum of 3 years in a financial services organisation, ideally in a T&C role. Level 4 diploma qualified or working towards, with a desire to pursue further qualifications.