T&C Supervisor Financial Services

Posted 24 April by Astral Recruitment

Our client is a successful and established National IFA firm looking to expand their T+C division

The role is to effectively deliver the T&C requirements of the Firm, and includes conducting all T&C activities on a day to day basis, as well as an element of sales management and IFA development and training.

Key duties and responsibilities will include:

· To effectively deliver the T&C requirements of the firm.

· To supervise up to circa 50 advisers within span of control across the Groups advisory business areas.

· To develop pre CAS advisers to full competency.

· To support and deliver Sales Management to the adviser population.

· To support adviser Induction Training.

· To support IFA’s in developing their business goals & objectives.

· To support and deliver aspects of IFA training and development.

Experience, knowledge and qualifications

· Experienced Financial Services Professional.

· Previous T&C and Sales Management experience.

· Ideally IFA sector experience.

· Qualified to at least QCA Level 4 Diploma standard.

· Hold a relevant industry supervision qualification such as H15, J07 or AF6 would be desirable.

For more information please contact Jason Webber at Astral Recruitment

Required skills

  • Financial Services
  • IFA
  • T+C

Application question

Are you a Level 4 Diploma qualifed and experienced T&C Supervisor/Manager?

Reference: 33527256

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